Viewing and adding cost categories

In 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.

Before you begin

You must log in to Sage BidMatrix as an Admin or Librarian.

To view cost categories:

1. Go to the Libraries menu.

2. Select Cost Categories.

To add cost categories:

1. Select Add Cost Category.

2. 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.

To specify a color for a cost category:

1. Select the color square in the bottom-left corner of the cost category tile.

2. Select the color from the color picker that appears.

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