Creating and Managing Categories and Sub Categories in Preliminary Budget

The Preliminary Budget sub-tab is used to create a quick project budget or a client preliminary budget proposal. Within this section, you can easily include a scope of work description and apply a margin or markup to both category and sub category levels.

Note: This is not a full Quantity Surveyor (QS) document or a final client estimate/quote.

This would be done via the quotes and estimate pages. Preliminary Budget serves as a quick budgeting tool for internal use or to give clients a general cost indication for the project.

This article will step you through how to create and manage your Categories and Sub Categories from with a projects Preliminary Budget. To learn how Preliminary Budget works click here for the help article.

You asked and we listened! You can now easily create and manage your categories and sub-categories right from the preliminary budget using a new shortcut. 

Select the “Add Category” button.

An “Add New Category” pop-up will appear.

In the pop-up, scroll to the bottom of the list and choose either  + Add New Category or Manage Categories.

Selecting + Add New Category will pop up a box allowing you to enter the new Category name you wish to save. Once this is created you can then select to use this Category and also add a sub category to it.

To Create a new Sub Category that will nest under the Category name select + Add New Sub Category type the name in and save your changes by selecting Add Sub Category.

If you select the Manage Subcategories button it will direct you to the Estimate Categories settings page in order to manage/rearrange the Categories and Sub Categories.