Creating a Custom Category

  1. Create a custom categorization either in the Project or Milestones pages (see Creating Categories).
  2. Organize cost estimates under new categorizations, or default ones (see Custom Categories in Milestones).
  3. View and present project data in terms of your customized categorizations (see Custom Categories in the Dashboard).

Creating a Custom Category

Creating Custom Categories

Custom categories are a great way to break down your project by location, priority, or any other type of category. To add custom categories to your project go to the Project page scroll down to the custom category section and click Create Categorization, give your categorization a name, and then add the categories. The category table can be edited manually or you can copy and paste from a spreadsheet.

Tip: If you’re importing an estimate from Destini, Sage, or WinEst, custom categories selected during the import process will automatically be created for you.