In each Project you create in RedTeam, you will have the ability to define the Cost Categories you want to use. In order to do this, you must first have Cost Categories configured in your database.
Once you have configured the Master Cost Categories, you can begin setting them up on a Project. This can be done manually, but they will also be set up automatically as you add Cost Categories via an Estimate or Commitment, for example.
1. Add a Project Cost Category
Project Cost Categories will be set up automatically as you create various things in a Project, such as a Cost Code Assembly in an Estimate. You may also want to set up Cost Categories manually. To do so, follow the steps below.
Steps:
From the Projects menu, select a Project and open the Home menu.
Select "Project Cost Categories".
OR navigate to the project's Contract tab and click on the Manage icon; select "Project Cost Categories".
Click the New (+) icon.
Click "Add Project Cost Category".
Select a Category (this list pulls from Configuration > Cost Categories).
Name the Cost Category for this Project (this will change the name for this Project ONLY).
Click "Save".