Creating and managing own cost items and templates

In the menu My Sunny Design > Own cost items and templates, you can create, edit and delete recurring cost items to effectively manage projects. To avoid unintentional changes to existing templates and projects, deleted cost items are stored in templates and profitability calculations even after deletion.

Procedure:

  1. In the header, select the menu My Sunny Design > Own cost items and templates.
  2. The Own cost items and templates dialog box will open.
  3. Select the Cost items tab.
  4. To create a new cost item, click on [Add new cost item].
  5. The Cost item dialog box will open.
  6. Make the entries and save by clicking on [OK].
  7. To edit existing cost items, open the context menu via left-click, select [Edit] and edit the entries.
  8. If cost items are to be included automatically for detailed cost entry, enable the option Default setting.
  9. To delete existing cost positions, open the context menu via left-click and select Delete.
    Creation and administration of own cost items and templates
    Creating and managing own templates