Overview
Cost Groups organise your project costs into named sections, grouping related Cost Categories to make your estimates, job budget, and invoices easier to navigate and manage. They can also be used to separate costs across different areas of a project.
They provide a clear summary of project expenses, allowing you to see where money is being spent at a glance without reviewing every line item. Think of Cost Groups as the folders and Cost Categories as the files inside them.
See example below:
Cost Groups | Cost Categories |
Site Preparation | Excavation, Earthworks, Retaining Walls |
Substructure | Footings, Slab, Foundations |
Structure | Wall Framing, Roof Framing, Trusses |
External Works | Cladding, Windows, Roofing |
Internal Finishes | Flooring, Painting, Tiling |
💡 A Cost Category can belong to more than one Cost Group, giving you flexibility across different job types.
Create and Organise Cost Groups
To add a Cost Group in your estimate, navigate to Sales > select the relevant lead > Estimates > Costings and click 
.
ℹ️ You can also access this estimate directly through your estimates tab.
To organise your cost groups, start by dragging and dropping Cost Categories into the appropriate Cost Groups to align your budget with your project structure.
Once you have set up your cost group, you can mark each Cost Category as Complete or Incomplete to monitor progress.
💡Use this feature to review your costings, update status as work is completed, and ensure your estimates and reports accurately reflect the project’s current state.
Cost Group Settings
To edit or add new Cost Groups, navigate to Settings > Data Set Up > Cost Groups and click the pencil icon to make any adjustments. Click 
to add a new Cost Group to your database.
