Plan/Manual/Cost Breakdown Structure Editor: Difference between revisions

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== Description ==
==Description==
[[File:Kplato accounteditor toolbar.png|right]]
{|
The Cost Breakdown Structure Editor is used to create, edit, and delete accounts. Accounts can be connected to by tasks and resources to accumulate costs from those tasks and resources.
| The Cost Breakdown Structure Editor is used to create, edit, and delete accounts.  
|[[Image:Plan_accounteditor.png|350px]]
|}
 
Accounts can be connected to by tasks and resources to accumulate costs from those tasks and resources.


The default account accumulates cost incurred from tasks that is not connected to an account.
The default account accumulates costs incurred from tasks that are not connected to an account.


==Toolbar==
== Toolbar ==
The toolbar provides the means to create and delete accounts:
The toolbar provides the means to create and delete accounts:
{|style="text-align:center"
|[[Image:Plan_accounteditor_toolbar.png]]
|}


 
{| class="wikitable"
{| border="1" cellpadding="5" cellspacing="0"
! scope="col" | Button
| style="background:#efefef;" | '''Button'''
! scope="col" | Shortcut
| style="background:#efefef;" | '''Short cut'''
! scope="col" | Description
| style="background:#efefef;" | '''Description'''
|-
|-
! scope="row" style="white-space: nowrap;" | Add Account
| Add Account
| style="text-align: center; white-space: nowrap;" | <keycap>Ctrl + I</keycap>
| <keycap>Ctrl+I</keycap>
| Button to create an account. The new account is inserted after the selected account. If no account is selected, the new account is appended at the top level.
| Button to create an account. The new account is inserted after the selected account. If no account is selected, the new account is appended at the top level.
|-
|-
! scope="row" style="white-space: nowrap;" | Add Subaccount
| Add Subaccount
| style="text-align: center; white-space: nowrap;" | <keycap>Ctrl + Shift + I</keycap>
| <keycap>Ctrl+Shift+I</keycap>
| Button to create a sub-account. The new account is appended as a child to selected account.
| Button to create a sub-account. The new account is appended as a child to selected account.
|-
|-
! scope="row" style="white-space: nowrap;" | Delete
| Delete || <keycap>Delete</keycap> || Deletes the selected account.
| style="text-align: center; white-space: nowrap;" | <keycap>Delete</keycap>
| Deletes the selected account.
|}
|}


== Editing data ==
Data can be edited inline as described on the [[Special:myLanguage/Plan/Manual/Using the Views|Using the Views]] page.


==Editing data==
Data can be edited inline as described [[Plan/Manual/Using the Views|here]].
The following columns are available:
{| border="1" cellpadding="5" cellspacing="0"
| style="background:#efefef;" | '''Column'''
| style="background:#efefef;" | '''Description'''
|-
| Name
| The name of the account.
|-
| Description
| The description of the account.
|}


{{Prevnext2|prevpage=Plan/Manual/Work and Vacation Editor|nextpage=Plan/Manual/Task Dependency Editor (Graphical)|index=Plan/Manual|indextext=Contents}}


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{{Plan/Prevnext|prevpage=Work and Vacation Editor|indextext=Contents|nextpage=Task Dependency Editor (Graphical)}}


[[Category:Office]]
[[Category:Office]]

Latest revision as of 00:40, 16 November 2024

Description

The Cost Breakdown Structure Editor is used to create, edit, and delete accounts. Accounts can be connected to by tasks and resources to accumulate costs from those tasks and resources.

The default account accumulates costs incurred from tasks that are not connected to an account.

Toolbar

The toolbar provides the means to create and delete accounts:

Button Shortcut Description
Add Account Ctrl + I Button to create an account. The new account is inserted after the selected account. If no account is selected, the new account is appended at the top level.
Add Subaccount Ctrl + Shift + I Button to create a sub-account. The new account is appended as a child to selected account.
Delete Delete Deletes the selected account.

Editing data

Data can be edited inline as described on the Using the Views page.


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