Configuring Non-Labor Expense Types (Other Costs)

Published on June 15, 2026 QuoteX

Configure PSC Other Costs

This guide explains how to configure PSC Other Costs. Use this feature to add supplementary expenses, such as product subscription licenses or third-party hardware, to the overall project budget and financial summary.

What you will accomplish

Create reusable Other Cost items in the Pre Sales Cloud Admin App
Control which costs are billable, active, or treated as risk buffers
Understand how these costs flow into the Quote Summary and Timeline Overview

Overview

In many projects, labor is only one part of the total cost. If your organization resells software licenses, manages subscriptions, or incurs project-related expenses that must be invoiced to the customer through a Statement of Work (SOW), use Other Costs to track these line items.

Common examples include:

Salesforce or other product licenses
Third-party subscriptions
Third-party hardware
Contingency or risk buffers

Setting Up Other Costs

To add standard Other Cost items to your library, navigate to the PSC Other Costs tab in the Pre Sales Cloud Admin App, then follow the steps below.

Step 1: Initiate a new record. Click New or select + New PSC Other Costs from the tab dropdown.

New PSC Other Costs

Creating a new PSC Other Costs record from the tab.

Step 2: Enter the Cost Name. Enter a descriptive name for the item (for example, "Salesforce Licenses" or "Third-Party Subscription").

Step 3: Select the Cost Type. Classify the cost (for example, "Other Cost") to ensure proper grouping in financial reports.

Step 4: Set Status & Visibility. Configure the following options:

Field	What it does
Is Active	Check this box to make the cost item available for selection within the timeline scoping tool.
Is Billable?	Select this checkbox if the cost should be included in the total project price presented to the customer.
Is Risk Cost	Check this if the cost represents a contingency or risk buffer rather than a standard expense.

Step 5: Save. Click Save to finalize the record.

PSC Other Costs record details

A completed PSC Other Costs record.

Success: Once saved, the cost item is available in your library and can be added to project timelines.

Financial Impact

When a user adds an Other Cost item to a project timeline:

Item Type	Result
Billable Items	If marked as billable, the amount is added to the Total Fees and Net Fees metrics in the Quote Summary.
Overview Display	Costs are summarized in the "Total Other Costs" or "Risk Cost" sections of the Timeline Overview tab, giving a clear breakdown between labor and non-labor expenses.

Quick Tips

Item not appearing in the timeline scoping tool? Confirm that Is Active is checked.
Cost not reflected in Total Fees or Net Fees? Confirm that Is Billable? is selected.
Buffer or contingency amounts? Use Is Risk Cost so they appear in the Risk Cost section.

Next Step: Setup Document Templates for SOW

Knowledge Article Number: KA-00014