How to add a costing table

Lily
Lily
  • Updated

Who can use this feature?
 PLM premium and PLM professional

1. How the costing template works

You can use our costing template to calculate your material costs.

Screen_Shot_2019-01-09_at_7.00.50_PM.pngAn example of a costing template

  

This template extracts the names of your Material Cards and lists them all in this table along with formula presets to calculate costing. This will save you from painstakingly assembling tables from scratch on Excel and shuffling between spreadsheets.

 

 


 

2. How to create a costing table

 

⚠️ Make sure to add Material Cards before creating a costing table. Here's our chapter on how to add cards.

Step 1: In your Cards Board, list all your materials inside  Materials section. Don’t forget to name them.

Step 2: Click on  New section at the bottom of your Cards Board.

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Step 3: A windows will appear featuring different custom section types. Select Costing and click + Create at the bottom of the dialogue.

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Step 4: A dialogue window will appear to rename this new section. Type in your mceclip7.png new section name here and click Done mceclip1.png 

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Step 5: Once you update the section name, this Excel-like costing table will appear on your cards board. The names of your Material Cards are automatically listed in the  Description column.  

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 Costing table example without an image 

 

Enter your  Consumptions units and  Cost per unit. The Total will be automatically calculated for you.

 

The default formula in place is Consumption x Cost per unit = Total

  

Step 6: All costing table information is enclosed within a card in this custom section. You can simply name the card (as shown below) or can open the card settings dialogue by clicking the Vector.png gear icon to provide details like the card name, description, an image, keywords, or to even add comments.

 

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 Costing table example with an image 

 

 

Discover how to use custom section for other purposes including:

 

 


 

3. How to customize the table

You can customize your costing table by clicking on this Vector1.png icon located on the top right corner of the table.

 

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A table menu will slide down where you can -

 

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4. How to archive, delete or rearrange the section

Click on this option icon located next to your custom section name. 

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A table menu will slide down where you can -

 

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5. How to preview your costing table in the PDF

You can preview your costing table inside your Techpack PDF by clicking on the Screen_Shot_2019-01-11_at_7.22.08_PM.png on the top navigation menu. Select the costing section and wait for a couple of seconds for the PDF to render again with the section/s.

 

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