Custom Categories in the Dashboard

In the Join Dashboard view, both estimates and items can be grouped by custom categories in addition to the default UniFormat and MasterFormat classifications. If your milestone estimate is organized by custom categories, then you will see that categorization name display in the “group by” dropdown bar. If your milestone estimate is organized by multiple categorizations (e.g. UniFormat, MasterFormat, and a custom categorization), you can easily toggle between all of them on your estimate graph. When you choose any categorization, you’ll see a bar graph that displays the costs for each category.

The Items graph can be organized similarly, allowing you to group by UniFormat, MasterFormat, or any custom categorization. When you choose a categorization, any items that have been created in your current milestone will be grouped accordingly. Items will also be arranged by their status (e.g. pending, accepted, rejected) and presented with their cost impacts.