Project Cost Center — Transactions
Overview
The Project Cost Center is a read-only financial dashboard that consolidates all economic activity for one or more projects in a single view. It aggregates income from Customer POs, costs from multiple sources (supplier orders, logistics, hours, refunds, salary, and per diem), and compares them against the project budget to surface profitability metrics in real time.
For an explanation of how data flows into this dashboard, see: Workflow.
Note
This screen does not follow the standard record list layout — it is a dashboard, not a transaction table. For common UI patterns used elsewhere in SARA, see: Common Features
Cost Center
Overview
The main screen at /cost-center lets users select one or more projects and then renders a financial panel for each selected project side by side. All monetary values are displayed in USD — amounts originally recorded in other currencies are automatically converted at the current exchange rate.
What you will see
Project selector
A multi-select dropdown labeled Select project allows searching and selecting multiple projects at once. Clicking Search loads the cost center panels for all selected projects.
Header card (per project)
Each project renders a summary header card showing three key metrics:
- Profit — Actual profit (payments received minus total cost), with a percentage and color indicator.
- Potential profit — Profit calculated using the full CPO value (including unbilled amounts), not just received payments. Hidden when the project uses a dynamic budget.
- Cost — Total accumulated cost across all cost categories.
The profit figure is labeled Loss and its percentage is hidden when no income has been received yet.
Color coding on profit and budget remaining:
| Range | Color | Icon |
|---|---|---|
| ≥ 30% | Green (success) | Thumb up |
| 20–29% | Orange (warning) | Alert triangle |
| < 20% | Red (danger) | Fire |
A bar chart next to the header shows Budget, Cost, and Income side by side for a quick visual comparison.
Expanded view panels
After searching, each project also renders three collapsible summary cards and a set of cost detail cards below the header.
Budget panel (blue border)
Lists the project's budget breakdown. Two modes exist:
- Static budget — Each budget item (name + node) is listed with its total amount in USD. Amounts in other currencies are converted at today's rate.
- Dynamic budget — A single "Dynamic budget" row is shown, calculated from weekly or bi-weekly rate periods instead of fixed items.
A View Graphs button opens a modal with a bar chart showing actual cost spent per budget node.
Cost panel (red border)
Shows total accumulated cost with a breakdown by category:
- Supplier purchase orders
- Supplier purchase orders from specialized services
- Logistics
- Hours
- Refunds
- Salary
- Per diem (other)
- Per diem (Sivale)
A View Graphs button opens a modal with a donut chart showing cost distribution across all categories.
Income panel (green border)
Lists all Customer POs (CPOs) linked to the project. Each row shows:
- CPO number and version (e.g.,
CPO.0042 - v1) — clicking opens a detail modal - Payments received (in green)
- Full CPO value including taxes in brackets (in grey)
The panel header shows both the received total and the potential total in brackets.
Cost detail cards
Below the three summary panels, individual cards expand the cost categories with full line-item detail:
Supplier purchase orders
Table with columns: SPO number (links to SPO detail modal), Budget node, Currency, Total (USD). A View Items button opens a modal with all line items from those SPOs. A Download all related files button appears when files are attached — downloads a ZIP of all documents linked to the project's SPOs.
Supplier purchase orders from specialized services
Same structure as regular SPOs, but sourced from specialized service requisitions. Separate View Items and Download all related files buttons.
Logistics
Table with columns: SPO number, Budget node, Currency, Total (USD). A View Items button opens the logistics detail modal with four tabs:
- Stays — Hotel/accommodation records (collaborator, dates, cost).
- Travel — Flight and transfer records.
- Vehicle — Vehicle rental or usage records.
- Extra — Miscellaneous logistics costs.
A Download all related files button appears when logistics files are attached.
Refunds
Table with columns: Refund number (links to refund detail modal), Collaborator acronym, Budget item, Currency, Total (USD). A Download all related files button appears when refund files are attached.
Salary
Table with columns: Collaborator acronym, Days worked on the project, Currency, Total (USD).
Total is calculated as: (salary ÷ pay-period days) × days worked. Salary is sourced from Rates & Salaries; the pay period frequency (weekly/fortnight/monthly) determines the divisor (7, 15, or 30).
Hours
Table with columns: Collaborator (company acronym + collaborator acronym), Timesheet number, Budget node, Hourly rate (USD), Regular hours, Extra hours, Currency, Total (USD). Hours are grouped by timesheet + week + rate. Extra hours (above the configured threshold) are billed at the configured extra-hours rate multiplier. Sourced from Timesheets and Rates & Salaries.
Per diem (other)
Table with columns: Collaborator acronym, Days, Per diem rate (USD/day), Currency, Total (USD). Total = per diem rate × days worked on the project. Sourced from worked-days records with viatic assignments.
Per diem (Sivale)
Table with columns: Collaborator acronym, Description, Date, Currency, Total (USD).
Individual per diem charges issued through the Sivale system. Sourced from collaborator_perdiem.
Permissions
Permissions
Access and actions are permission-driven. See: Permissions