Understand Accounts
Use the Account view or Account Properties dialog to create and edit accounts. There are two different ways of working with costs:
Costs that are generated by an allocation to a Resource - These costs could be, for example, the wages of a craftsman or the material and delivery costs of raw materials.
Costs that are generated directly by the allocation to an account - You can display all of your accounts as direct cost allocations if you do not require any resources.
Costs can be both income and cost:
Examples of costs are payments for materials, salaries, and buying new machines/equipment.
Examples of income are third-party investors in the project and payment for completed work.
The allocation of costs is evaluated within histograms as a line or column. By using structured accounts, subordinate entries in evaluations can be consolidated. The accounts can have deep structures so that your own company cost structure can be represented.
Ways to access
In the Tilos Explorer, expand Library > Resources and Accounts > Accounts. Double-click an existing account or click the Add Account on Same Level icon to create a new one.
Options
Add Account - Click the icon to add a new account.
Add Sub-Account - Click the icon to add a new account in the level beneath.
Delete Account - Click the icon to delete selected entries in the list.
Edit account properties - Click the icon to open and edit the properties of an account.
Exchanging Data with other Programs
Use your computer's clipboard to exchange data types from this list with other programs and vice versa. For more information, see the Export via the Clipboard and Import via the Clipboard help topics.
Import/export using the clipboard
Click either:
Export to Clipboard - Use this to copy all of the data in the list to your computer's clipboard to make it available to paste into other programs, such as Microsoft Excel for MS Project, Asta Powerproject, and Primavera:
First, click Export to Clipboard, check/uncheck boxes for all of the fields you want to include/exclude in the Fields for Clipboard Import/Export dialog, and change the Column Numbers and Column Letters to re-arrange the order of the exported columns.
Review the Clipboard preview at the bottom of the pane to see the order and fields that are ready for export and click OK.
Finally, paste from the clipboard into MS Excel or a similar tabular program by clicking in a cell and pressing Control + V.
Import from Clipboard - Use this to copy all of the data on your computer's clipboard to the open Tilos list.
First, copy from MS Excel or a similar tabular program to the clipboard by selecting data types you need in Tilos and pressing Control + C.
With one of the Project Data or Library lists open in Tilos, click Import from Clipboard, check/uncheck boxes for all of the fields you want to include/exclude in the import in the Fields for Clipboard Import/Export dialog, and change the Column Numbers or Column Letters to re-arrange the order of the imported columns.
Review the Clipboard preview at the bottom of the pane to see the order and fields that are ready for import and click OK. The data is pasted into your open Tilos list.
Fields that can be exported/imported
Account Name, Account ID, Parent account ID, Operation Model, Operation Value, Cost flow, Currency Mark up, and Evaluate in cost report