Rave now has Estimate Sub-categories to allow a much more detailed view of your cost vs spending, to ensure no over or under spend goes unnoticed.
Each line item can now be able to be assigned to a sub-category to give users further detail to where their spend is going.
Sub categories are not compulsory so if you dont need this level of detail you can skip this step entirely and continue using Rave at a Category level only.
We will be adding reporting similar to back costing but at a sub category level very soon so keep an eye out for updates.
Adding, Editing and Deleting Categories
At present adding, editing and deleting subcategories is via the Categories menu, this process will be changing and switching to permission based. Where you have the choice of View only, or full add/edit/delete. By deleting a subcategory and/or a category you do run the risk of projects who have used that data becoming broken. We. highly suggest not deleting categories. We will be updating this field further to allow Merging and archiving of categories to prevent data corruption very soon. We will update this article when this feature is complete.
Uploading via a CSV
Users have the ability to upload their Category and Sub-categories via CSV, our CSV format has just slightly changed.
Column A will be where you enter your Category name, while Column B will be where you enter your Sub-Category. If you have multiple Sub-Categories under one Category, you will enter them on one line in column B using a comma to separate them. You can also have one Sub-Category per Category or just a Category with no Sub-Category.
