01What it is
Cost categories are the list the application uses to split site costs. A new company gets five categories: Labour, Materials, Subcontractors, Equipment and transport, and Other.
Labour, Materials and Subcontractors are system categories. They receive automatic costs: labour from timesheets, stock and purchases, and subcontractor settlements. You can rename them, but you cannot deactivate or delete them.
Your own categories are for costs entered by hand. A category that already has costs is deactivated rather than deleted, so the cost history stays.
- AUTOMATIC COSTS
- Labour, materials and subcontractors land in their category by themselves.
- YOUR OWN CATEGORIES
- For manual costs, such as equipment and transport.
- HISTORY STAYS
- A category with costs is deactivated, not deleted.
02What it is for
Site cost structure
The site card shows in a chart what its costs are made of.
Order in manual costs
Every cost entered by hand gets a category from your list.
Nothing gets lost
Automatic costs always have a category, because system categories cannot be deactivated.
03Main options
The screen has tiles with category counts, the category list and the category form.
All categories and their status
Tiles above the list show the number of categories, active categories and categories for automatic costs.
- Columns: name, kind, number of costs and status
- The kind of a system category tells you which automatic costs it receives
- Your own category has the kind own
Your own category for manual costs
The Cost category form, the same one for editing.
- Name up to 100 characters, unique in the company
- Order on the list
- Deactivating and deleting only for your own categories
04Tasks step by step
- STEP 1Open Settings › Cost categories and click New category.
- STEP 2Enter a name, for example Scaffolding hire, and set the order.
- STEP 3Save. The category can now be chosen for costs entered by hand.
- STEP 1Find the category on the list.
- STEP 2If it has costs, deactivate it. The costs stay with it, and it cannot be chosen for new costs.
- STEP 3If it has no costs at all, you can delete it.
- STEP 1Open Labour, Materials or Subcontractors for editing.
- STEP 2Change the name and save. Automatic costs still go to this category.
05Actions
The most common tasks around cost categories.
New category
Your own category for manual costs.
Deactivate
The category leaves the picker, the history stays.
Rename
System categories included.
06What it connects to
Choose a module to see where cost categories are used.
Timesheets
Labour from timesheets goes to the Labour category.
Go to the topicTimesheetsSubcontractors
Subcontractor settlements go to the Subcontractors category.
Go to the topicSubcontractors