How do I set up Cost Groups?

In order for Cost Groups to be created, the Cost Catalog must first be in place. Please reference the articles below to get started with the Cost Catalog:

  1. Setting Up Your Cost Catalog

  2. How to Use the Cost Catalog

To set up a Cost Group, navigate to Setup and then select the Catalog tab.

From here, click New Cost Group.

Create a Title, as well as enter a basic Cost Group Description to summarize all items included in the group. To begin adding Cost Items to the Cost Group, click the Add button at the bottom.

Finally, select all Cost Items relevant to the Cost Group, then click the Add button at the top. Multiple Cost Items can be added to a group simultaneously.

Once you have your Cost Groups set up, you will now be able to import them into an estimate or proposal within the Format tab.

What's Next? How to use Cost Groups

🚀Jump Ahead:

How do I update my Cost Items?

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