View and add cost categories

In Sage Estimating (cloud), formerly Sage BidMatrix,, cost categories help you organize and classify project expenses consistently. The Cost Categories pane under the Libraries menu allows you to view existing categories and add new ones for use across all projects.

Only Admins or Librarians can add or update cost categories.

View cost categories

Go to Libraries > Cost Categories.

Add a cost category

Select Add Cost Category.
In the dialog, do the following:
1. Select and select the icon for the cost category.
2. Enter the cost category Name.
3. Optionally, to indicate that the cost category measures productivity, select the Category measures productivity, like Labor option.
4. Select OK.

Specify a color for a cost category

Select the color selector () in the bottom-left corner of the cost category tile.
Select the color from the color picker that appears.

The color will display on the summary sheet column headers for the respective category.