Manage Cost Groups, Cost Items, and Cost Sections
You can update cost groups, cost items, and cost sections at any time in Buildwise. In this article, we’ll go over how to find the desired cost groups, cost items, and cost sections and manage them.
Warning: All changes made to cost groups, cost items, and cost sections on the Company Settings page are applied across all projects in your Buildwise account, so use caution when updating information.
- Locate Cost Groups, Cost Items, and Cost Sections
- Reorder Cost Groups, Cost Items, and Cost Sections
- Edit Cost Groups, Cost Items, and Cost Sections
- Archive Cost Groups, Cost Items, and Cost Sections
Locate Cost Groups, Cost Items, and Cost Sections
Click Settings at the bottom of the left sidebar. If the left sidebar is collapsed, click the gear icon.
The Company Settings page opens. Scroll to the Vocabularies section. In this section, you will see Cost Groups and Cost Sections.
Cost items are only visible by clicking the arrow to the left of specific cost groups.
Tip: Can’t find a cost group or cost section? It may have been archived. Toggle the Show Archive switch to the right at the top of the Cost Section or Cost Group section.
Reorder Cost Groups, Cost Items, and Cost Sections
Reorder Cost Items
The order in which you enter cost items under a cost group is the order they are listed within the group. To change the order, you must delete the item names and codes and re-enter them in the desired order.
Reorder Cost Groups and Cost Sections
The order in which cost groups and cost sections are listed on the Settings page determines the order they are listed as options for estimates, change orders, and expenses. You can adjust that order at any time.
To the right of each cost group or cost section, there are two arrows. The up arrow will move a cost group or cost item up in the order, and the down arrow will move it lower in the order.
Edit Cost Groups, Cost Items, and Cost Sections
- Edit Names
- Add or Remove Cost Group from Time Tracking
- Add or Remove Cost Group from Receipt Uploads
Edit Names
You can edit the names of cost groups, cost items, and cost sections at any time. Find the desired field and simply enter a new title in the Name field.
- Edit Cost Item Name — You can edit the cost item Name and Code, as needed.
- Edit Cost Group Name — When you edit the Cost Group Name field, a warning confirmation popup opens.
Are you sure you want to edit this Cost Group? Your changes will be reflected across ALL projects.
- To apply the changes, click Yes in the window.
Add or Remove Cost Group from Time Tracking
To add or remove a cost group from time tracking, use the Track Time column.
- Click the checkbox to allow team members to track their time for the cost group.
- Uncheck the box to remove the cost group from team member view when tracking time.
Tip: For more information on the team member time tracking feature, see the article Understanding the Mobile App.
Add or Remove Cost Group from Receipt Uploads
To change if receipts can be uploaded for a cost group, use the Upload Receipt column.
- Click the checkbox to allow receipt uploads.
- Uncheck the box to prevent receipt uploads.
Archive Cost Groups, Cost Items, and Cost Sections
Note: When you archive a cost group, cost item, or cost section, it will no longer be available in dropdowns for future use. However, archived cost groups, cost items, and cost sections will still appear on all reports and records of past projects.
Archive Cost Group
To archive a cost group, use the Archived column.
- Click the Archived checkbox next to the group you want to archive.
- Uncheck the box to unarchive it.
When you archive a Cost Group, a warning confirmation popup opens.
Are you sure you want to archive this Cost Group? You will not be able to select this when archived from any lists.
To apply the changes, click OK in the window.
Archive Cost Item
To archive a cost item, click the arrow for the appropriate cost group to display the items.
- Click the Archived checkbox next to the item you want to archive.
- Uncheck the box to unarchive it.
Archive Cost Section
Note: You can archive a cost section only if it is not used in an Active project.
- If a cost section is only used in Inactive projects, then it can be archived.
- If you reactivate a project that uses an archived cost section, you must unarchive the section to view it in the project.
To archive a cost section, use the Archived column.
- Click the Archived checkbox next to the section you want to archive.
- Uncheck the box to unarchive it.
- If the cost section is used in an Active project, the checkbox cannot be selected and hover text displays: Instance is in use.
