The Impact/Cost tab provides the facility to calculate impacts or costs of the action by using a set of calculations.
To use a calculator, select the Add Calculator button .
A list of templates relevant to actions will be displayed in a pop-up.
Hover over the icon to get advice on the purpose of each calculator. Select the calculator(s) that you wish to add by using the tick box and then click on Add Selected Calculators to add them to the previous page.
Note that if the select box is empty, then an administrator has not uploaded any templates for this record type.
When your calculator has loaded, select Edit icon and your template will load.
Once you have completed the template - click on the Save button.
Any number of templates can be added and completed.
The Calculation page shows all templates that have uploaded. The 'Linked' section shows any templates uploaded against any records linked to the action being viewed.
By selecting the tick boxes within the tables, you can build up a total amount from a number of calculators to attribute to a numerical field within the action.
Use the 'Apply to' dropdown to select the field you wish to apply your total value to and select Apply.
The Current Field Values tile can be used to see what the numerical values currently are against the action record.
The Record Change Log shows who has added values via the Cost/Impact tab and when. It will show what field was changed, what the value was and what it was changed to. This tile is only available to users with a specific role.