Costs

What each engagement costs.

Overview

The Costs tab and list show each engagement’s planned and actual cost by heading, such as trainer, venue and accommodation. A cost can be backed by a bill or an expense, which then counts in the event’s profitability. When an event has several organisations, a cost line can be charged to one organisation (“Charged to”); costs not charged to anyone are shared between organisations by confirmed delegates.

Costs: Costs in the CPD Training module. — Costs in the CPD Training module.

When to use costs

You plan or record event costs.

Step by step

In the CPD Training module open Finance in the green navigation bar, then choose Costs under Money.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

Columns: ENGAGEMENT, CATEGORY, DESCRIPTION, SUPPLIER, PLANNED, ACTUAL, DOCUMENT.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

cpd.costs.manage
cpd.costs.read

Budget Requests
Expense Categories
Cost Categories
Event Profitability Report

Marketing Materials

Budget Requests