Manage Cost Management Settings

Project administrators can control several Cost Management settings in Services within Project Admin.

Navigate to Services

Click Module Selector .
Select the Services tab.
Select Cost Management in the left panel.

Note: If you enter Project Admin directly from Cost Management, you start in this position.
The General secondary tab is selected by default.

Select a card to learn more about the group of settings:

General Cost Management Settings

Manage general settings for Cost Management. Set up project processes, choose contacts for company roles, manage tax formulas, change tab names and order, and more.

Budget Settings

Manage settings for the Budget tab. Learn how to set up budget code segments, change budget name format, lock the budget, and more.

Cost Settings

Manage settings for the Cost tab. Learn how to change number formats, set up cost approval workflows, and more.

Change Order Settings

Manage settings for change orders. Learn how to create financial markup formulas, define code formats, set up change order types, and more.

Forecast Settings

Manage settings for the Forecast tab. For example, choose between weekly and monthly forecast distribution.

Cost Management Permissions

Manage permissions in Cost Management. Add members, roles, and companies. Learn more about permission levels.

View Activities in Cost Management

Manage how you see all the changes that have been made to Cost Management.