--- title: Cost Catalog Overview description: Learn how to create and manage your cost catalog to streamline project estimation and job costing efficiency. --- [Skip to content](https://help.ressiosoftware.com/cost-catalog-overview#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Cost Catalog](https://help.ressiosoftware.com/feature-guides?hsLang=en#cost-catalog) # Cost Catalog Overview ## Learn how to create and manage your cost catalog to streamline project estimation and job costing efficiency. ### Your pricing library 📚 The cost catalog is a database of individual costs or cost groups (assemblies). This library maintains pricing information and helps you update templates and estimates efficiently throughout the course of a project. **✅ INCREASE ACCURACY:** Easily push and pull often-used costs and assemblies to avoid transcription errors. **⌚ADDED TIME SAVING:** Save and update pricing across multiple projects and templates. #### Table of Contents: 1. [Navigating the Cost catalog](https://help.ressiosoftware.com/cost-catalog-overview#navigation) 2. [Building the Cost catalog](https://help.ressiosoftware.com/cost-catalog-overview#building-cost-catalog) 1. [Adding cost from scratch](https://help.ressiosoftware.com/cost-catalog-overview#manual) 2. [Importing from a CSV file](https://help.ressiosoftware.com/cost-catalog-overview#import) 3. [Adding from an estimate](https://help.ressiosoftware.com/cost-catalog-overview#estimate) 4. [Deleting a cost](https://help.ressiosoftware.com/cost-catalog-overview#delete) 3. [Pulling costs into Estimates](https://help.ressiosoftware.com/cost-catalog-overview#leveraging-cost-catalog) 4. [Updating Cost catalog items](https://help.ressiosoftware.com/cost-catalog-overview#updating-prices) 5. [Using the Web Clipper to Create a Cost Item](https://help.ressiosoftware.com/cost-catalog-overview#web-clipper) --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) ### Navigating the Cost catalog #### Where? The Cost catalog can be found in the left menu. ![Cost Catalog navigation1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20navigation1.png?width=560&height=375&name=Cost%20Catalog%20navigation1.png) #### Customize your view The data table can be customized by selecting the **menu icon ☰** within each header: - Column headers can added/deleted, reorganized, and sorted. ![Cost Catalog column header](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20column%20header.png?width=620&height=327&name=Cost%20Catalog%20column%20header.png) #### Finding costs Costs and their information are listed in rows down the page.![Cost Catalog List](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20List.png?width=620&height=293&name=Cost%20Catalog%20List.png) 💡Use the Search bar in the upper left if you cannot find a cost you are looking for. --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) ### Building your Cost catalog If you're new to Ressio, costs and groups can be added in three ways: > ✏️ From [scratch](https://help.ressiosoftware.com/cost-catalog-overview#manual) > > 📄 Imported from a [CSV file](https://help.ressiosoftware.com/cost-catalog-overview#import) > > 🔄 Added from a [project estimate](https://help.ressiosoftware.com/cost-catalog-overview#estimate) **💡TIP:** Always include a COST CODE and PRICE in your costs/groups.  --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) #### **Adding costs from scratch:** Select **Create** in the top right and choose **+ New cost item** or **+** **New cost group**. **💡Remember**: Cost groups are a more effective method of adding multiple related costs to an estimate. ![Cost Catalog Creating items](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20Creating%20items.png?width=620&height=325&name=Cost%20Catalog%20Creating%20items.png) **New Cost item:** Create a single cost (e.g., Hot Tub = $10,000). **![Cost Catalog Item](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20Item.png?width=620&height=318&name=Cost%20Catalog%20Item.png)** **New Cost group:** Create multiple cost details within a cost item (e.g., Hot Tub: Materials = $7,500, Installation = $2,500). ![Cost Catalog Group](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20Group.png?width=620&height=325&name=Cost%20Catalog%20Group.png) Once the necessary cost information is entered, select **Update** in the bottom right of the edit window. --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) #### Importing Cost catalog items Import bulk costs using a CSV file to quickly populate the catalog.  1. Download the **[Cost catalog Import Template](https://43531900.fs1.hubspotusercontent-na1.net/hubfs/43531900/Cost%20Catalog%20import%20template%20-%20Sheet1.csv)** 2. For instructions on populating and uploading the template, ⬇️ watch the video below. ⬇️ 3. Import yourself or email the completed template to the **[Ressio support team](mailto:support@ressiosoftware.com)** --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) #### Adding from estimate Cost items and assemblies can be added to the Cost Catalog directly from an estimate. Select the three dots **⁝**  to the right of the item or group and choose **Add to Cost Catalog** from the drop down. ![estimate-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/estimate-1.jpg?width=620&height=297&name=estimate-1.jpg) **Assemblies**: Add cost groups the same way. Select three dots **⁝** to the right of the sub group name.  **NOTE:** Only 2nd level items can be added to cost catalog groups. ![2nd level 1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/2nd%20level%201.png?width=317&height=222&name=2nd%20level%201.png) --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) #### Deleting Cost catalog items Costs can be deleted in three ways: 1. Right-click the cost and select **Delete** 2. Select the **three dot icon ⋮** to the right of the cost 3. **Mass delete:** Check the boxes to the left of the costs you'd like to delete and right-click **Delete** 💡TIP: **Mass select** all costs by checking the first box, holding Shift on your keyboard, and checking the last box on the page. --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) ### Pulling Cost catalog items into estimates Once the Cost catalog is populated, you can use the data to build estimates and estimate templates. In any Estimate, simply begin creating a cost item using the + icon. ![Cost Catalog Add to estimate](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20Add%20to%20estimate.png?width=670&height=292&name=Cost%20Catalog%20Add%20to%20estimate.png) Cost catalog items CANNOT be added to the Category level (1st level) or to the Sub-Item level (3rd level) of the estimate. #### Selecting costs All Cost Catalog items will appear in a **dropdown menu** in the **Name** column. Scroll or begin typing to find and select the cost you want to pull into the estimate. 🔗 A hyperlink icon beside a cost indicates it is linked back to the Cost catalog. 🔗 ![Cost Catalog estimate icon-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20estimate%20icon-1.png?width=670&height=387&name=Cost%20Catalog%20estimate%20icon-1.png) **NOTE:** Linked costs can be mass updated from the Cost catalog; unlinked costs cannot. Unlink a cost by selecting the 🔗 icon and choosing **Unlink**. --- #### Unlinking Cost Catalog Costs Once costs have been added to an estimate from the Cost Catalog, they will remain linked to allow for individual or mass edits ([see below](https://help.ressiosoftware.com/cost-catalog-overview#updating-prices)). Cost catalog items, once added to an estimate, CANNOT be edited in the estimate. Unlink costs to edit them. Select the link icon 🔗 to unlink. --- [\[back to top\]](https://help.ressiosoftware.com/cost-catalog-overview#back-to-top) ### Updating pricing & details using the Cost catalog One of the main benefits of the Cost catalog is the ability to push pricing changes to multiple estimates and templates.  #### Editing Cost catalog items Costs can be edited by selecting the cost name on the left.![Cost Catalog List](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20List.png?width=670&height=316&name=Cost%20Catalog%20List.png) #### Pushing costs into estimates Once a cost has been updated, select **Sync.** ![Cost Catalog sync](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20sync.png?width=670&height=488&name=Cost%20Catalog%20sync.png) A new window will show the projects linked to the cost and the estimate's **locked status.** ![Cost Catalog sync2-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20Catalog%20sync2-1.png?width=670&height=391&name=Cost%20Catalog%20sync2-1.png) Select which estimates/templates to update and select **Update selected estimates**. **CAUTION:** Think carefully before pushing updates to a locked (under-contract) project. Pushing updates into locked projects generates **pending change orders.** --- #### Using the Web Clipper to Create a Cost Item You can create a new **cost item** in your **Cost Catalog** from vendor product metadata. The web clipper allows you to past a a product page URL to create a catalog item with imported metadata, price, image and source link. You can use your cost items in your selections choices. To learn more about creating and managing selections, read [Creating and Releasing Selections](https://help.ressiosoftware.com/releasing-and-approving-selections?hsLang=en).  ![Screenshot 2026-06-03 at 11.38.57 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-06-03%20at%2011.38.57%20AM.png?width=670&height=328&name=Screenshot%202026-06-03%20at%2011.38.57%20AM.png) To create the cost item, navigate to the Cost catalog: 1. Click the "**Create**" button in the top left hand corner 2. Select "**🔗 Add from URL**" 3. Add your URL in the field ![Screenshot 2026-06-03 at 11.53.56 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-06-03%20at%2011.53.56%20AM.png?width=479&height=278&name=Screenshot%202026-06-03%20at%2011.53.56%20AM.png) 4. Click "**Import**" 5. Review information and fill in information if need be. ✅ This works best on individual product pages. Navigate directly to the specific product before copying the URL. Pricing may not always transfer depending on the retailer's website. If a field comes back empty, you can fill it in manually. **❓ Choice not opening after it was created?** This can happen occasionally. Look for the green confirmation banner, your choice was still created. Find it in the choice list and click to open and edit it. 🗒️ Some retailer websites restrict outside access to their product data. If you get limited or no results, enter the choice details manually or try a different retailer site. --- If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at [support@ressiosoftware.com](mailto:support@ressiosoftware.com). 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