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Budget management

How to add a custom line item or cost heading to your budget

Written By Ekke

Last updated About 1 hour ago

You can manually add a new line item or cost heading to your project budget at any time.

To add a custom line item:

  1. Click Add line-item in the top-right corner.
  2. Select Add custom.
  3. Enter the cost code and line item name.
  4. Choose whether to place it under an existing category or leave it as a standalone item.
  5. Select the unit and click Create.
  6. Once created, hover over any cell and click the pencil icon to add budget values or other details.

To create a cost heading:

  1. Follow the same steps as when creating a custom line item.
  2. After the heading is created, repeat the process to add additional line items.
  3. When adding those line items, select the newly created heading as their category.

This automatically creates a cost heading structure, with the new items listed as subitems under the heading.