Maintaining Categories for a Planning Group

The Categories tab on the Planning Group Summary lists cost estimate categories associated with the planning group. Any conceptual estimates created from the planning group will include the items and categories from associated cost estimate categories.

Each row includes an Actions button and displays information in these fields:

• Cost Estimate Name

• Category

• Category Description

• Grouping Code

• Category Total

To add one or more cost estimate categories to the planning group, click the Select Cost Estimate Categories button. The system displays a modal window for selecting cost estimate categories. Click the rows for the categories you want to add, and then click the Add to Planning Group button. The system closes the modal window and adds the selected cost estimate categories to the list.  

To remove a cost estimate category association from the planning group, select Delete from the Actions menu on the category row. To reverse the deletion, click the Undo button.

To save your changes, click the Save button. The system displays a message to confirm that your changes were saved.

To view or change information included in a cost estimate category, select Open from the Actions menu on the cost estimate row. The system takes you to the Categories tab on the Cost Estimate Summary (see Maintaining Categories for a Cost Estimate).

Related topics:

Adding a Planning Group

Maintaining a Planning Group