Using Period Costs in a Program

A period cost is the amount you spend on a program. It can be for one or more months and is used for reporting ROI.

Add a Period Cost

  1. Go to the Setup tab of your program.

  2. Drag and drop Period Cost into the canvas.

  3. Click the calendar icon. Select a month. Click OK.

  4. Enter a Period Cost (without decimals or commas). Click Save.

    NOTE

    This can be an estimate. You can always edit a period cost once you know the exact amount (see the next section).

  5. The cost displays in the program.

    TIP

    You can drag and drop multiple period costs into the canvas. This lets you attribute multiple months with different period costs to your program.

Edit a Period Cost

  1. If you spend more or less money than originally projected, you can edit the period cost.

  2. Go to the Setup tab of your program.

  3. Right-click on the Period Cost. Select Edit.

  4. Make your edits. Click Save.

Delete a Period Cost

  1. Go to the Setup tab of your program.

  2. Right-click on the Period Cost. Select Delete.

  3. Click Delete to confirm.

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