User Guide
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04.2 · Direct Costs

Creating a Direct Cost Item

Quick Workflow

  1. Open the Direct Costs view.
  2. Press Enter on the last row, or click Add Item on the toolbar.
  3. Fill the row across:
  4. Item (name).
  5. Qty.
  6. Unit.
  7. Resource (pick from the dropdown).
  8. Rate auto-populates from the resource.
  9. Total calculates automatically.
  10. Press Enter to save.

Minimum to Be Valid

Only Item is strictly required. A line with no quantity and no rate is a header row — useful to group children under a title.

Qty × Rate = Total

DirectTotal = Quantity × ResourceRate
DirectRate  = DirectTotal / Quantity   (when Qty ≠ 0)

If the item has breakdowns, DirectTotal is instead the sum of breakdown totals, and becomes read-only on the grid (indicated by a small padlock icon).

Linking a Resource

Typing in the Resource column opens a searchable dropdown. You can:

  • Type any part of the name to filter.
  • Type # to filter by resource type.
  • Press the New Resource pencil icon to create one inline.
  • Drag a resource from the Resources view onto the row.

Once linked, the row stores ResourceId and a snapshot of ResourceRate. If the resource's rate changes later, TX1 cascades the new rate to the item (see 03.3).

Description and Notes

  • Description is a longer free-text field; appears on PDF reports.
  • Notes is an internal free-text field; private to the team.

Formatting

Any row supports formatting:

  • Bold / italic / underline.
  • Text colour (hex).
  • Highlight colour (row background).

These are purely visual; they do not affect totals.

Omitting an Item

Tick Omit (or set IsOmitted = true via right-click → Omit) to remove it from totals while keeping the row for history. Omitted rows are greyed out.

Duplicating

Ctrl+D duplicates the selected row, including breakdowns. All ID-based links (resource, code set) are preserved.

Deleting

Delete with confirmation. If the item has breakdowns, they delete too.