Customize Cost Management Tables

Learn how to customize tables, add custom attributes and columns, and use the Filter and Group tool. The articles in this group help you customize the visuals of Cost Management:

Create Custom Columns

Customize the budget and contract tables with unique columns for better calculations.

Create Custom Attributes

Create custom attributes and learn how to manage and use them in your Cost Management tables.

Filter and Group

Learn to group cost items to make unique views and save presets.

In this article:

Customize Tab and Tool Names
Control Column Order and Visibility
Export and Import Cost Settings

Customize Tab and Tool Names

Project administrators can customize Cost Management so that the tool and tab names match the terms used by your company. You can also change the order of the tools and tabs.

Warning: If you customize the tabs or column names, the instructions in the help may be hard to follow. As a best practice, create a spreadsheet of the changes for other Cost Management members that are not project administrators.

To customize tabs and tools in Cost Management:

Select the Settings tool from the left navigation.
Select the General tab.
Go to the Tab Names and Order section.
Enter replacement names in the Customized column.
Select the More menu to reorder the tabs.

See the following animation to learn how the change order tabs can be reordered:

See the following animation to learn how the change order tabs and tools can be renamed:

Note: The tab names seen in the videos (for example, Income) are customizable within the Settings tool.

Control Column Order and Visibility

The tables in Cost Management can be difficult to deal with while extracting specific information. You can control the tables by snapping columns to the left or right, showing or hiding columns, changing the order of columns, or reset the default view.

You can access the table settings with the icon:

This short video shows the example of customizing the Budget table:

Note: The tab names seen in the video (for example, Income) are customizable within the Settings tool.

Snap Columns

To snap columns:

Hover over a column.
Use the icons to snap to the left or right .
Click again or select Reset to restore the default view.

Note: The snapped columns remain in their original order.

Show or Hide Columns

To show or hide a column:

Hover over a column.
Alter the column's checked status.
Select Reset to restore the default view.

Change Column Order

To change the columns' order:

Hover over a column.
Click the handlebar on the left and drag the column to the desired location.
Use Reset to restore default view.

Column Mode

The column mode presents change orders in a column.

This option is available in the Budget Payment Application, Main Contract, as well as in detailed view of Contract SOV, Cost Payment Application, and Contract.

To show change orders as columns, click the three-dot menu and select the view.

For Contract and Cost Payment Application, the Column mode displays approved SCOs.
For Main Contract and Budget Payment Application, the Column mode shows approved OCOs.
For Contract SOV detailed view, the Column mode can also display original Budget related columns, if One budget to multiple contracts is not selected.

Learn more about Change Orders.

Export and Import Cost Settings

Administrators can export their custom attributes, columns and saved views for use in different projects.

For a detailed guide on the process, refer to Cost Settings in Library.

Note: Imported attributes, columns and views are distinguished by a special icon

, indicating they were published from the account level and, therefore, cannot be modified at the project level.