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Adding costs

 

Prerequisite

  • Access to the File > Cost (PM013) menu.

 

Introduction

Adding the costs of a process allows identifying and recording the values associated with the execution of activities, which contributes to a more accurate analysis of performance and operational efficiency.

In SoftExpert Process, costs can be linked to activities and decisions, making it possible to track the flow in financial terms.

As an example, the “Freight” cost will be created. See how to perform this operation:

 

Adding a cost

1. Access the File > Cost (PM013) menu.

2. Click on the +Create button.

3. Enter an ID # and a name for the cost. The ID # is automatically defined by the system with a sequential number, but can be edited.

4. Define the unit value of the cost.

5. If necessary, record important information about the cost in the description.

6. Click on the Save and exit icon. button.

As of system version 3.0, it is possible to use the With AI aget option to generate new records with the aid of artificial intelligence.

This feature will only be available if your company uses the SoftExpert cloud platform and has an active SoftExpert Copilot license.

 

  

Conclusion

With the costs added, it will be possible to associate them with the process, allowing for a clearer vision of the financial impact of each step of the flow.


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