Add cost groups

Grouping cost items not only provides some organization to your cost list but it allows you to pull sets of line items into your budgets in just a few clicks. To create new cost groups, select the Catalog from your lefthand toolbar, select the Cost Groups tab, then click + New Cost Group in the top right of the table.

Pick a name that best describes the group, write a description, and determine a unit, if desired. Next, search and click on cost items at the bottom of the pop-up to include the item as part of the cost group. 

Note: these items are not locked in place when creating and editing a budget. Once added to the budget, you can remove add and remover line items from the group, if desired.