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Explanation of the fields in the cost card history table.

Column

Description

Entered On

Date and time change was made

Adjustment

What type of change was made

  • Added - initial creation of the card
  • Submit - project code card was submitted to
  • Approve - workflow approval
  • Approve to Invoice
  • Approved to Pay
  • Include on Payment Voucher
  • Exclude from Payment Voucher
  • Include on Invoice
  • Exclude from Invoice

Entered By

Who made the change

Approved ByAdjustments of cost cards by changing the amount, transferring between projects, changing the type, description, etc all require that both Finance and Project Manager approval be given. These fields show who gave that approval.

Value After Adjustment

The client and disbursed amount after the change

  • Disbursed - amount that the resource was reimbursed, minus VAT, converted into the Engagement Currency
  • Client - amount that the client will get billed for this cost card
CurrencyThe currency of the cost card.

Explanation

When adjustments are made, adjusters are given the opportunity to specify an explanation. For example, when rejecting a time card you can specify why it was rejected. That value is shown here. In addition, there may be Projector-generated explanations. These include:

  • Add/Remove from Payment Voucher
  • Add/Remove from Invoice

Image Modified  Image Modified  Image Modified

You may see these three icons in a history row.

  • Image Modified - Adjustment approved
  • Image Modified - Adjustment pending approval by finance or project manager or both
  • Image Modified - do not show this expense on the invoice. Only applies to zero client amount expenses.