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How do I build a cost summary?
How do I build a cost summary?
BenchMarx Support avatar
Written by BenchMarx Support
Updated over a week ago

Overview

This guide will show you how to make a cost summary. You'll learn how to add or remove timesheets and fill in any missing details. This tool helps you keep track of expenses, control your budget, and make smart choices during your project. Remember, you can only include approved or rejected timesheets in your cost summary.
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Can I customize the cost summary?

While the content of the cost summary is automatically generated from timesheet data, you may have options to customize certain aspects. You can add:

  • Labor

  • Equipment

  • Materials

  • Subcontractors

  • Discounts

  • Attachments

Can I share the cost summary with clients?

Yes, you can easily share the cost summary with your clients to keep them in the loop about billing details. The summary comes in PDF format, making it simple for everyone to view and understand. Just type in their email address or select their name from the dropdown menu, and you can instantly submit your cost summary for review. After sending it, you'll get notified if they approve it, ask for changes, or reject it.

For more details on using BenchMarx's project management tools, check out our related articles.


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