Record fixed course costs

The Costs tab is used to record any fixed costs for the course, regardless of the provider.

  1. Go to Training, then select Courses from the Maintenance section. A list of existing training courses is shown.

  2. Select the Costs tab.

  3. To add a cost to the course, select Add New Cost.

  4. Complete the screen, using this table as a guide. Fields marked with a red asterisk * are mandatory.

    Field

    How to complete

    Type*

    Select the cost type from the drop-down menu (for example, Room Hire). The options available for selection are configured in Admin > System Lists > TrainingCostType.

    Amount*

    Type the cost amount in GBP.

    Description

    Type a brief description of the cost.

    Per Delegate

    If the cost is a cost per delegate, select Yes. In this case, the cost is only added for confirmed delegates and associated with the appropriate budget. To associate delegate costs with a specific budget, add the costs to schedules as a delegate cost.

     

    If the cost is an overall cost, select No.

    Analysis Code 1

    Analysis Code 2

    From the drop-down menu, select the appropriate code, for use when exporting overall cost and budgets.

     

    The options available for selection are configured in Administration > System Lists > TrainingAnalysisCode.

    Notes

    Type any additional information about the cost.

    Default Budget

    If the cost has a default budget, select the appropriate budget from the drop-down menu. You can amend the budget when you schedule the course.

  5. Select Save.