1. Click > > > .

  2. In the window, select the cost template that you want to set up or edit.

  3. Click to open the window, and select the cost line that you want to change.

    More about setup of categories on cost estimates:

    When a cost template is created, all existing categories are distributed on three system cost lines for items, hours, and expenses. The names of the cost lines are defined in the window.

  4. In the window, click CTRL+N to create a new line, or select an existing line, and click the tab name.

  5. On the tab, select the category that you want to remove from another cost line, and click the arrow to add it to the current category.

Note Note

The option in the window is by default selected for each of the three system-created cost lines with the effect that they all are included in the calculation of a percentage of completion. Clear the check box to exclude a cost line from the calculation.