Viewing the Cost Sheets List

This screen displays all cost sheets in the Construction module, allowing you to search and filter them and track the cost, price, and status of each cost sheet.

Before you start, make sure that:

• You have the “View All Cost Sheets” or “View His Own (Created) Cost Sheets” permission.
• The Construction application is enabled by going to Settings from the main menu and then selecting Apps Manager.

Steps

1. From the main menu, click Construction.
2. Select Cost Sheets. The Cost Sheets List screen is displayed.

In the Search & Filters section, you can filter the list results using any of the following criteria:

• Search by Sheet No.: Matching results appear in a dropdown while you type. Selecting a record from the dropdown takes you directly to its view screen.
• Status: Draft, Issued, Approved, or Rejected.
• Client: Search by name, code, mobile number, or email, with suggestions displayed while typing.

In the Cost Sheets List section, each cost sheet row displays the following information:

• Sheet No.: The cost sheet number and the code of the last linked quotation, displayed as a link that takes you to the quotation view screen.
• Client: The name, code, and photo. A placeholder is displayed if no photo is available.
• Linked to: The project or bid linked to the cost sheet. If the cost sheet is linked to both a project and a bid, only the project information is displayed.
• Duration: The duration and end date of the cost sheet.
• Cost: The total cost of the cost sheet.
• Total Price: The total price, along with the subtotal excluding taxes.
• Created by: The creator’s photo, name, and creation date. A placeholder is displayed if no photo is available.
• Status: Draft, Issued, Approved, or Rejected.

How the System Works

• You can sort the list by Cost Sheet No., End Date, or Status by clicking the sort button at the top right of the list.
• Each cost sheet has individual actions: View, Edit, or Delete, which you can access by clicking the actions button next to the required cost sheet.
• No bulk actions are available for cost sheets on this screen.