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Direct Costs are project costs that are not tied to a subcontract or purchase order. Use them for in-house labor, small material purchases, equipment, mileage, and other reimbursable items.

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Open Direct Costs

  1. Select the project.
  2. Open Direct Costs from the sidebar.

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Create a Direct Cost

  1. Select Create Direct Cost.
  2. Choose the Type (labor, material, equipment, expense, other).
  3. Enter the Date, Vendor (optional), Cost Code, and Amount.
  4. Add a description and attach receipts or backup.
  5. Save the entry.

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Categorization

Each direct cost rolls up to the project budget by cost code. The total appears in the budget’s Actual column once approved.

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Status

  • Draft — not yet finalized.
  • Submitted — pending review.
  • Approved — counted against the budget.
  • Rejected — returned for revision.

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Bulk Import

For payroll or expense reports with many entries, use Import to upload a CSV with date, cost code, type, amount, and description columns. Review and approve the imported batch.