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Cost Sheet Management
Cost Sheet Management is a powerful Odoo application designed to help businesses efficiently manage projects and contracts through structured job costing and cost sheet planning. The module enables detailed estimation and tracking of material, labor, and overhead costs, making it especially valuable for construction and project-based industries. By comparing planned costs with actual expenses from purchase orders, timesheets, and vendor bills, project managers gain clear financial visibility, improved cost control, and better decision-making throughout the project lifecycle.
Features
Screenshots
Support
Service
Features
Job Cost Sheet Creation
Create and manage detailed job cost sheets for projects and contracts with structured cost breakdowns. This feature supports accurate financial planning by capturing all expected expenses at the job level.
Budget Management
Configure and control material, labor, and overhead budgets directly within each job cost sheet. This ensures better financial discipline by allocating costs in advance and monitoring budget utilization.
Planned vs. Actual Cost Tracking
Compare estimated costs with real-time actual expenses pulled from purchase orders, vendor bills, and employee timesheets.
Material Requisition
Create and manage material requisition requests linked to job orders for smooth procurement workflows.
PDF Reporting
Generate professional PDF reports for job cost sheets and job orders with a single click.
Subcontractor Management
Easily configure and manage subcontractors within the system for better collaboration. Subcontractor-related costs can be tracked accurately against specific jobs.
Timesheet Management
Allow employees to submit timesheets while selecting the relevant job cost centers.
Unique Sequence Generation
Automatically generate unique sequence numbers for job cost sheets and related records.
Menus Available
Jobs:
Job Costs
Job Cost Sheets
Projects:
Projects
Project Notes
Job Orders:
Job Orders
Job Notes
Sub Contractors:
Sub Contractors
Materials / BOQ:
Materials
Materials Requisition / BOQ
Configuration:
Stages
Job Types
Screenshot
1.) Material Tab
Plan and track material expenses directly within the job cost sheet. This tab supports accurate material costing for projects, contracts, or jobs by organizing quantities, rates, and totals in a structured manner, helping maintain control over material budgets.
Navigation : Jobs → Job Costs → Job Cost Sheets
2.) Labour Tab
Manage labor planning and costs efficiently by recording estimated and actual labor expenses. Labor entries remain aligned with job cost centers, ensuring precise labor cost tracking throughout the project lifecycle.
3.) Overheads Tab
Handle overhead expenses such as utilities, equipment, and indirect costs with ease. Centralized overhead tracking ensures that all indirect project costs are accounted for and reflected accurately in overall job costing.
4.) Total Cost of All Tabs
View the consolidated total cost derived from material, labor, and overhead entries. Automatic calculations provide instant visibility into overall project expenses without manual effort.
5.) Create Project / Contract / Job
Create and manage projects, contracts, or jobs from a single interface. Associated tasks, timelines, and costs remain connected, enabling better coordination and centralized project management.
Navigation : Jobs → Projects → Projects → Create
6.) Job Notes
Maintain clear communication by recording notes related to projects, contracts, or jobs. Notes help document discussions, decisions, and progress for future reference.
Navigation : Jobs → Projects → Project Notes
7.) Create Job Notes
Add structured notes to capture important job-related information. This improves collaboration and ensures that critical updates remain accessible throughout the project lifecycle.
Navigation : Jobs → Projects → Project Notes → Create
8.) Creating Job Orders
Create job orders to organize tasks and execution activities efficiently. The Kanban view provides a visual workflow, making it easier to track progress and manage responsibilities.
Navigation : Jobs → Job Orders → Job Orders
9.) Timesheet Tab
Log and monitor time spent on job orders with accurate job cost center selection. Timesheet entries contribute directly to labor cost calculations for better financial tracking.
10.) Material Planning Tab
Plan required materials for job orders in advance to avoid shortages and delays. Organized material planning supports smoother procurement and execution workflows.
11.) Consumed Materials Tab
Track materials actually used for job orders to maintain accurate inventory and cost records. This ensures alignment between planned and consumed quantities.
12.) Material Requisitions Tab
Manage material requisition requests efficiently for each job order. Streamlined requisitions help coordinate procurement and ensure timely material availability.
13.) Materials / BOQ Management
Configure and manage Bill of Quantities for materials, labor, and overheads. Accurate BOQ management improves budgeting, planning, and cost transparency.
Navigation : Jobs → Materials / BOQ → Materials
14.) Job Type Configuration
Define and manage job types for structured categorization of projects and contracts. This configuration supports better organization and reporting.
Navigation : Jobs → Configuration → Job Types
15.) Purchase Order & RFQ Creation
Create purchase orders and requests for quotations directly for job-related procurement. This ensures smooth purchasing workflows aligned with project needs.
Navigation : Purchase → Request for Quotation
16.) Purchase Order Line Without Job Cost
Add purchase order lines without linking them to specific job cost lines. This flexibility supports miscellaneous or indirect procurement scenarios.
17.) Job Cost Sheet with Added Quantities
Purchased quantities linked to job cost lines are automatically reflected in the cost sheet. Instead of creating duplicate lines, quantities are updated for accurate tracking.
Navigation : Jobs → Job Costs → Job Cost Sheets
18.) Vendor Bills with Job Cost Linking
Associate vendor bills with job costs and specific cost lines to ensure accurate expense allocation across projects and contracts.
19.) Purchased vs Invoiced Quantities
Track both purchased and invoiced quantities side by side for better cost and inventory control. This comparison improves financial accuracy and audit readiness.
20.) Actual Hours on Labour Job Cost
View actual hours worked against labor job cost lines. This enhances labor cost accuracy and supports performance analysis.
21.) Smart Buttons on Cost Sheet
Access related purchase orders, timesheets, and invoices directly from smart buttons. Quick navigation improves efficiency and transparency.
22.) Related Purchase Order Lines
Review purchase order lines linked to the cost sheet for complete visibility into procurement costs.
23.) Related Timesheet Lines
Easily access timesheet entries connected to the cost sheet for accurate labor cost tracking.
24.) Related Account Invoice Lines
Monitor invoice lines associated with job costs to maintain precise financial records and expense tracking.
25.) Job Order Reports
Generate detailed job order reports to analyze costs, performance, and resource allocation. These reports support informed decision-making.
26.) Job Cost Sheet Report
Preview a comprehensive job cost sheet report presenting material, labor, and overhead costs in a clear, professional format suitable for internal and external use.
27.) Job Cost Sheet Report
28.) Job Cost Sheet Report
User Guide
