> For the complete documentation index, see [llms.txt](https://docs.supria.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.supria.com/ref/modules/capital-inteligence/role-journeys/cost-specialist-operational-journey.md).

# Cost Specialist Operational Journey

Work from the cost structure to detailed budget, ETC and document analysis while keeping changes traceable for the finance review cycle.

### Your focus

Keep the project cost structure current, explain exceptions at the right level and prepare inputs that financial coordination can review without rebuilding the analysis.

### Recommended work sequence

{% stepper %}
{% step %}
**Select project scope**

Select the correct project scope in Cost Center.
{% endstep %}

{% step %}
**Choose a view**

Choose the view that matches the question: Overview, Budgetary or Planning.
{% endstep %}

{% step %}
**Display required columns**

Display the required cost and variance columns.
{% endstep %}

{% step %}
**Review budget records**

Inspect Budget records and build a Pivot Table when needed.
{% endstep %}

{% step %}
**Download the ETC template**

Download the project-specific ETC template before editing.
{% endstep %}

{% step %}
**Validate and submit**

Validate and submit the import after resolving row-level errors.
{% endstep %}
{% endstepper %}

### Data quality guardrails

* Do not reuse a template from another project.
* Keep the expected currency basis visible during review.
* Separate ERP-origin records from manual entries.
* Check project scope and configuration when totals differ between views.
* Escalate changes that affect governed definitions instead of redefining a metric locally.

### Shared guides for this journey

* [Use Overview, Budgetary and Planning views](/ref/modules/capital-inteligence/shared-task-guides/use-overview-budgetary-and-planning-views.md)
* [Customize scope, columns and levels](/ref/modules/capital-inteligence/shared-task-guides/customize-scope-columns-and-levels.md)
* [Review budget and pivot analysis](/ref/modules/capital-inteligence/shared-task-guides/review-budget-records-and-build-a-pivot-analysis.md)
* [Import additional ETC](/ref/modules/capital-inteligence/shared-task-guides/import-additional-etc.md)