Manage Group Types

Groups are a way to organize or segment your project budget items. To configure your Budget Groups, navigate to the Group Types tab in the account settings.

To create a new group type, enter the group name, select a category (Site, Vertical, Other), and click "Create."

To modify or deactivate existing group types, select "Edit" or "Deactivate."

Enable Groups in the Project Budget

Once your Group Types have been configured in the account settings, you can enable them in project budgets.

To begin, navigate to a project budget and select the Settings tab. Next, select the Groups tab and click "Enable."

Create Budget Groups

To begin, click "Create Group."

Next, enter a Code, Name, and select the Group Type. Click "Create."

Once your groups are created, you can categorize your budget line items and measurements by group.