Group Types

Configure budget groups to organize and segment your project budget items

Manage Group Types

Groups are a way to organize or segment your project budget items. To configure your Budget Groups, navigate to the Group Types tab in the account settings.

To create a new group type, enter the group name, select a category (Site, Vertical, Other), and click Create.

To modify or deactivate existing group types, select Edit or Deactivate.

Enable Groups in the Project Budget

Once your Group Types have been configured in the account settings, you can enable them in project budgets.

To begin, navigate to a project budget and select the Settings tab. Next, select the Groups tab and click Enable.

Create Budget Groups

To begin, click Create Group.

Next, select the Group Type and name your group. Click Create.

Once your groups are created, you can categorize your budget line items and measurements by group.