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Budget management

How to reorder line items in the budget

Written By Ekke

Last updated About 1 hour ago

You can reorganize cost headings and line items to better match your project structure.

To reorder top-level cost headings:

  1. Click the three dots on the far right of the Project Total row.
  2. Select Reorganize top-level line-items.
  3. Drag and drop the headings into the desired order.

To reorder items within a category:

  1. Click the three dots on the far right of the category line.
  2. Select Reorganize line-items within the category.

To move a line item or category to another heading:

  1. Click the three dots next to the item or category
  2. Select Move line-item to or Move category to
  3. Choose the new location and confirm the move