--- title: Working with Cost Items slug: neurons-for-itsm/admin-user-help/enu/latest/working-with-cost-items createdAt: 2026-07-14T19:16:42.332Z --- A cost item is a specific line item within a cost entity, such as an incident, service request, or service. Costs associated with a task are automatically added to an incident or service request record. You can also manually add costs to these records. These cost items are listed in the **Cost Item** tab of the associated record, and in the **ITFM Cost Item** workspace, which is then used to compile data on all costs. See [About Task Costs](docId\:PQlqBED2X8NEa3_EBaiJ7). ## Viewing Cost Items Do one of the following: - Log into the Service Desk console and open the **ITFM Cost Item** workspace. All cost items are listed. - Open an incident, service request, or configuration item record, and then select the **Cost Item** tab. Cost items associated with that record are listed. :::hint{type="info" indent="1"} Not all configuration items have cost items. ::: ## Adding a Cost Item Costs are added automatically from service requests, tasks, and allocations. (See [Creating a Service Request](docId\:kdj_8Gm9PEr8zTRJnLiRY), [Creating a Task](docId\:M2_gH01jtOGXMkya4H7Xj) or [Service Allocation](docId\:W53TvRQAoESL5INayx3v_).) There are two types of costs that you can add manually: - **Ad-hoc costs**: Click **New ITFM Cost Item **when there are no defined cost types. - **Defined costs**: Click **New from Price List Item** when adding a cost with a defined cost type. ### Adding a New ITFM Cost Item 1. Open an incident, service request, or configuration item record, and then select the **Cost Item** tab. 2. Click **New ITFM Cost Item**. 3. Enter information into the fields. | Field | Description | | -------------------- | --------------------------------------------------------------------------------------------------------------------------- | | Item Description | A unique name for the item. | | Product Catalog Item | The product catalog item. To add an item not on the list, see [Adding a New Price List Item](docId\:yErbgIBKlB8KeBxO7uanK). | | Unit Cost | Cost of each unit. | | Qty | The number of units. | | Unit of Measure | The type of measurement of each unit. | | Total Cost | Total cost calculated by **Unit Cost x Qty**. | | Cost Driver | Name of the cost driver. | | Vendor | Name of the vendor. | | Billable | Select if the cost is billable to a customer. | | Capital Expense | Select if the cost is a capital expense. | | Fixed Cost | Select if the cost is a fixed cost. | | Direct Cost | Select if the cost is a direct cost. | | Notes | Notes or comments about the record. | 4. Click **Save**. ### Adding a Defined Price List Item 1. Open an incident, service request, or configuration item record, and then select the **Cost Item** tab. 2. Click **New from Price List Item**. 3. Select a cost item from the list. The item appears on the list. ## Adding a New Price List Item 1. Open an incident, service request, or configuration item record, and then select the **Cost Item** tab. 2. Click **New ITFM Cost Item**. 3. Click the **search** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/dK3kRGgabanK2Y0Cfjcvh_search-icon.png" alt caption size="10" width="26" height="24"} in the **Price List Item** field. A list of price list items are displayed. 4. Click **Add**. The **Price List Item** dialog box opens. 5. Enter information into the fields. | Field | Description | | ------------------- | ----------------------------------------------------------------------------------- | | Enabled | Makes this price list item active. | | Item Name | A unique name for the item. | | Item Revision | The version number. | | Type | The purpose for the price list item. | | Recurrence Type | If the price is recurring, choose **Monthly** or **Yearly**. Else, select **None**. | | Price | The price of the item. | | Cost | The cost of the item. | | Unit of Measure | The price and cost unit of measure. | | Description | A brief description of the item. | | Vendor | Name of the vendor. | | Cost Driver | Name of the cost driver. | | Cost Drive Category | Type of cost driver that is automatically generated. | | Is Direct | Select if the price of the item is direct. | | Is Fixed | Select if the price of the item is a fixed cost (as opposed to a variable cost). | | Is Capital Expense | Select if the item can be classified as a capital expense for tax purposes. | 6. Click **Save**. The price list item is listed in the **New from** **Price List Item** list. ## Modifying a Cost Item 1. Open the **ITFM Cost Item** workspace. 2. Double-click the item to edit. The **Cost Item** page opens. 3. Make the required changes. 4. Click **Save**. ## Deleting a Cost Item 1. Open the **ITFM Cost Item** workspace. 2. Select the cost item to delete and click the **Delete** button :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/36wp44StYgWRScATebSZs_deleteredx.png" alt caption size="10" width="14" height="13"} from the toolbar. The item is removed and no longer listed. ## Exporting Costs to Microsoft Excel You can export one or more of your cost items to a file and opened with Microsoft Excel or other financial software. 1. Open the **ITFM Cost Item** workspace. 2. Select the records to export or select none to export all records. :::hint{type="info" indent="1"} You can create a saved search to limit the records that are displayed in the list. See [Using a Saved Search](docId\:vwINWjbF5BrJccIoREsMm). ::: 3. From the toolbar, click **Export Cost Item to Excel**. The details are exported to an excel file.