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RedTeam Flex - Manage Project Cost Categories

In each Project you create in RedTeam Flex, you will have the ability to define the Cost Categories you want to use.

You can define which Cost Categories to use on each Project in RedTeam Flex. To do this, you must first configure the Master Cost Categories in your database.

After you configure the Master Cost Categories, you can set them up on a Project manually. They’re also added to the Project automatically when you use them in a Cost Estimate or Commitment, for example.

1. Add a Project Cost Category

Project Cost Categories are added automatically as you work on a Project, for example, when you add a Cost Code Assembly to a Cost Estimate. You can also set up Cost Categories manually by following the steps below.

Steps:

  1. From the Projects menu, locate and select a Project.

  2. Click the Home Icon and select Project Setup.

  3. Go to Step 2: Project Preferences, and select the Project Cost Categories tab.

  4. Click + New and then select Add Project Cost Category.

  5. Select a Category from the dropdown list (to configure Cost Categories go to the article: Configure Cost Categories).

  6. Name the Cost Category for this Project (this will change the name for this Project ONLY).

  7. Click Save.

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