Manage Cost Management Settings

Project administrators manage the administrative tasks from the Settings tool:

Cost Management Settings tool left navigation panel

Use the tabs in Cost Management to change which group of settings you are working on:

Settings tabs for switching between groups of Cost Management settings

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 tool. Learn how to set up budget code segments, change budget name format, lock the budget, and more.

Cost Settings

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

Change Order Settings

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

Forecast Settings

Manage settings for the Forecast tool. 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.