Setting up Editorial Costs

When working on a project within Editorial, you may wish to assign Costs to a project, within the Costs tab. This will enable you to later analyse the profit and loss to ascertain whether the project is viable to move forward. To do this, these costs must first be configured within Production.

Costs that can be assigned to both Editorial and Production projects are all created within Production --> Production Admin --> Tasks / Costs. Because of this, you may have all of your costs set up already. If not, please follow the steps below to create Editorial costs. (the following steps explain how to set up costs for Editorial. For more information on how to use this area to set up Production tasks or costs, please see this page - Setting up Production Tasks / Costs).

1. Navigate to Production --> Production Admin --> Tasks / Costs

2. Click on Create New and the following will appear:

3. Label your cost.

4. Select the Cost? checkbox, which will open up the following blank fields:

5. Assign an Account Code  if your organisation has separate budgets for different departments. 

6.  Select a Cost Type from the drop-down menu. This is another way of differentiating department costs. For costs set up in Production to be available in Editorial, you must assign the cost type as Editorial.

7. The subsequent checkboxes are only relevant for Production Tasks, and as such can be left blank.

8. Select Create when you are done, and your cost will be saved.

Further Information:

• To edit your Editorial Cost, click on the item from the main list so you can change the information already there.
• Once you are finished with editing, click the Update button and you will be back on the main Tasks/Costs page.  
• To remove costs from the system, click on the box beside the relevant label and then click the Remove Selected button.