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Ready-to-use application

Costs, calculations and productivity

Build cost compositions, simulate prices and margins, and compare planned versus actual performance.

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What this template is designed to organize

Build cost compositions, simulate prices and margins, and compare planned versus actual performance.

Operational area

Calculations and productivity

Connected structure

4 forms connected to the same Ecofyx operation and record history.

Template profile

Ready-to-use application

What comes with this template

Add this template to an Ecofyx operation to keep its forms, records and results together.

Included form 1 · 7 visible fields

Calculation item registration

Key fields:

  • Code or reference
  • Item, product, service or activity
  • Category
  • Unit of measure
  • Base unit cost
  • Current sale price
  • Notes
Included form 2 · 7 visible fields

Cost breakdown

Key fields:

  • Budget, project or reference
  • Item, product or service
  • Category
  • Quantity
  • Unit amount
  • Additional cost
  • Notes
Included form 3 · 7 visible fields

Price and margin simulation

Key fields:

  • Scenario or reference
  • Product or service
  • Quantity considered
  • Unit cost
  • Unit sale price
  • Taxes and other unit costs
  • Target margin (%)
Included form 4 · 7 visible fields

Productivity and output measurement

Key fields:

  • Project, team, work front or reference
  • Activity, product or service
  • Location, department or work front
  • Planned quantity
  • Completed quantity
  • Hours worked
  • Team or person responsible

How this template organizes the routine

Build cost compositions, simulate prices and margins, and compare planned versus actual performance. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.

Information capture

Use the included forms to collect the information needed for this routine.

Operational view

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

History and results

Review previous records, follow progress and view results in the same operation.

Dashboard and operational follow-up

Review the records, filters and indicators available to follow this routine.

Costs, calculations and productivity

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

Record typeCost item
Primary fieldItem, service or cost composition

Available filters

StatusCost itemOwner

Visible dashboard columns

  • Item
  • Category
  • Unit cost
  • Sale price
  • Status
  • Owner

Headline metrics

Use these indicators to follow activity, progress and items that need attention.

Registered items
Cost compositions this month
Calculated composite cost
Simulations this month

Available actions

Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.

  • Add item or service
  • Build cost breakdown
  • Simulate price and margin
  • Record productivity
  • Update item

Attention points

Check these alerts to identify records that may need follow-up.

  • Scenario needs review
  • Productivity below target

Operational workflow

Review the available statuses and the actions that move a record from one status to another.

Cost breakdown workflow

Drafting→Under review→Approved→Cancelled
  • Submit for reviewDrafting → Under review
  • Approve cost breakdownUnder review → Approved
  • Request changesUnder review → Drafting

What you can customize

Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.

Fields and options

Adjust labels, required answers, alternatives and safe extra fields according to the real need.

Identity and access

Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.

Use and follow-up

Use dashboards, history, filters and exports according to the resources enabled for the template.

Questions about this template

Review the most common questions before using this structure.

What is the Costs, calculations and productivity template for?

Build cost compositions, simulate prices and margins, and compare planned versus actual performance.

Which forms are included in this template?

Calculation item registration, Cost breakdown, Price and margin simulation, Productivity and output measurement.

How are records organized in Ecofyx?

Data is organized in the Costs, calculations and productivity dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.

Does this template include a public page?

The flow is internal; external participation uses an invitation or a restricted link.

Can I customize this template for my organization?

Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.

Start with Costs, calculations and productivity

Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.

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