Categorizations for detailed cost estimates

When it comes to analyzing and presenting how your project costs are organized, having an accurate work breakdown for all design details and decisions is critical. By adding categories to each cost line within an item, you can set work breakdown structures for all project decisions with a lot more precision.

Add categories to an item:

  1. Head to any Item page
  2. Open up the cost estimate
  3. Add a column for the categorization you want
  4. Select a category for each line

View category information across Join:

Once you've categorized your item estimate, the categorized costs are then reflected throughout Join. On the dashboard page, when you group by a category, you can hover over an item and see all categories that it's coded to.

On the list view, by default, each row has the total cost impact for each item. By using the "Group By" drop-down menu, you can group your items by category. Your categorized line item will dictate how the costs are divided on the list view. After setting the "Group By" to a category of your choice, go to the top of the list view and click "collapse all" and expand the specific categories rows to see the cost of items by category. The row will indicate the cost of the category and will also show how the item impacts cost across all categories."

Additional information: 

When line items within your item estimate lack a categorization, they automatically inherit the categorization from the parent item as is shown in the screenshot below.

Logic is as follows:

  1. If a line does not have a category, it inherits the category of the item
  2. If a line does have a category, that's its category
In the above example, If you view costs in a summary view (e.g. the Items graph) and group by MasterFormat, you would see:
  • -$90,000 MF Division 9
  • -$190,000 MF Division 8 (since the MasterFormat line category is empty on line L1 and L2, they inherits the MasterFormat category of the parent item)