Set Up Cost Management

Cost Management is flexible and customisable. Configurable features allow you to customise the software to suit your needs and preferences. This article presumes administrators have created a project and activated Autodesk Docs and Cost Management. See the Getting Started with Cost Management article to learn about the first steps in Cost Management.

Note: Activate Docs before Cost Management.

Select a card to see the ways that you can customise Cost Management:

Manage Cost Management Settings

Manage administrative tasks from the Settings tool. Learn more about different groups of settings, manage permissions or view activities.

Customise Cost Management Tables

Learn how to customise tables, add custom attributes and columns and use the Filter and Group tool.

Manage Documents in Cost Management

Learn more about creating document templates, adding files to document packages and more.

Collaborate in Cost Management

Discover how to set up effective collaboration and work with owners and suppliers in Cost Management.

Integrate Cost Management

Integrate Cost Management to synchronise critical financial data between accounting and the site team.

Personalise Cost Management Home

Personalise the Cost Management home page to see a quick overview of the financial status of your project.

Cost management notifications

Overview of email notifications in Cost Management, including customisation and types of notifications.