Set Up Cost Management

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

Note: Documents must be activated before Cost Management.

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

Manage Cost Management Settings

Manage administrative tasks from Services. Learn more about different group of settings, manage permissions, or view activities.

Customize Cost Management Tables

Learn how to customize Cost Management tables, filter and group, create new columns, control their order and visiblity, and more.

Manage Documents in Cost Management

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

Collaborate with Others in Cost Management

Learn how to work with owners and suppliers in Cost Management.

Integrate Cost Management

Integrate Cost Management to synchronize critical financial data between accounting and a field.

Personalize Cost Management Home

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