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, but if your company does not want to use the field, a general category can be used for all activities. Please note that if you want to see Hour quantities, all Time-type Activities will need to have their own Cost Category with a Unit of "Hrs".

Screen Guide:

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. Putting "Hrs" as the Unit will initiate hour tracking for this category.

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.