Overview:

Cost Categories exist as a way to group Activities into custom categories, providing another layer for reporting and analysis. Categories are shown in the Contract Forecast screen between Work Centres and Activities, as well as the Job Enquiry Detail screen.

This field is required when creating activities

. A General category can be used

as default.

Screen Guide:

Image Added

The Description field should be a unique label for each category, with the Unit field serving as a place to optionally put the unit of measurement for the category.
Sequence is used to dictate the order Cost Categories display on the different screens.

Delete lines that have not been used by ticking the Bin checkbox and clicking Save.

New lines can be created using the + New Line button.

Next Steps:

Apply newly created categories inside the Create/Edit Activity screen to each desired activity.