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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.

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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.

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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.