Setting up Costing for Equipment

Setting up the costing details on an individual item will override any of the costings when drafting the activity by entering in a different figure. If no new figure is inputted, the default figure will be saved.

ℹī¸ NOTE: If this module isn't enabled, contact your team's D4H administrator to enable the Costing module in Team Settings.

Updating Individual Equipment Items Costs

🔑 ACCESS LEVEL REQUIRED: Member + with Equipment Editor, as well as Owners and Editors

  1. Go to Logistics > Equipment
  2. Find the equipment either through Categories > Kinds or by searching using the equipment reference number
  3. Click Update Details
  4. Scroll down to the bottom of the page and input the desired values for the cost-per-hour, cost-per-use fields and/or cost per mileage (for Vehicle Kinds only)

Bulk Updating Item Costs

  1. Go to Logistics > Equipment
  2. Open the Categories > Kinds
  3. To bulk select items;
    1. Check the box next to the Ref column to select all items
    2. Use Select None to clear the selection
    3. Choose an All items option for bulk selection
    4. Or, manually select specific items by checking individual boxes
  4. Open the Bulk Action dropdown in the top left
  5. Select Edit
  6. In the popup;
    1. Select Cost Per Hour, Cost Per User or Cost Per Distance (only for vehicle kinds) from the Field to update dropdown
    2. Choose a new value from the cost New value dropdown
    3. To update additional fields, click +Add another field to update and repeat the process
  7. Click Update # items... to apply the changes

Updating Equipment Kind Costs

🔑 ACCESS LEVEL REQUIRED: Owners and Editors

  1. Go to Team Settings
  2. Under Equipment select Categories and Kind
  3. Click the kind you want to apply costing values to
  4. Select Edit and input the appropriate costing values
  5. Costs can be specified for Per Hour, Per Use and Per Distance
  6. Click Edit Kind

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