Managing cost types & unit types

Cost types & unit types help provide additional detail to cost items in the estimate. To manage (add/edit/deactivate) cost types or unit types, navigate to the Company Settings page, and click into the respective page to get started.

Table of Contents

1. Cost Types
2. Unit Types
   
   

Cost Types

To manage the cost types available throughout your projects, navigate to the "Company settings" page and click on the "Cost type" page.

The following actions can be performed with these cost types:

• Add - To add a cost type, click the "Add New" button at the bottom of the data table. Click into the blank cost type once added to give it a name and an optional description
• Edit - Click into the "Name" or "Description" cells in the data table to edit the respective cell data
• Activate/Deactivate - Select the checkbox to the left of the cost type name to activate or deactivate the cost type.

Unit Costs

To manage the unit types available throughout your projects, navigate to the "Company settings" page and click on the "Unit type" page.

The following actions can be performed with these unit types:

• Add - To add a uni type, click the "Add New" button at the bottom of the data table. Click into the blank unit type once added to give it a name and an optional description
• Edit - Click into the "Name" or "Description" cells in the data table to edit the respective cell data
• Activate/Deactivate - Select the checkbox to the left of the cost type name to activate or deactivate the unit type.

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. We're here to help!