How to Use the Breakdown Table

Overview

Use the breakdown table in quotes and jobs to view, compare and adjust budgeted costs.

Go to Details > Summary in a quote / job overview or cost centreClosedUS: Cost Center. A method for separating operational costs of the business for reporting and financial management. to view a breakdown of the job profitability and ensure that the requirements of a job have been filled. You can use the activity timeline to the right to assist in understanding changes that have been made to the job and their potential cost impacts. Learn more in How to Use the Activity Timeline.

In a breakdown of a single cost centre, you can also lock the cost centre, adjust the discount / fee and tax applied, as well as edit the sub total and total of the job. Additionally, you can view an extra section above the breakdown table with a list of all billable quantities of materials and labour.

In the breakdown table of a quote / job overview, you can view the total costs from all of the cost centres.

You can only lock costs and adjust totals for breakdown tables within a cost centre.