How to add a custom line item or cost heading to your budget
Written By Ekke
Last updated About 4 hours ago
You can manually add a new line item or cost heading to your project budget at any time.
To add a custom line item:
- Click Add line-item in the top-right corner.
- Select Add custom.
- Enter the cost code and line item name.
- Choose whether to place it under an existing category or leave it as a standalone item.
- Select the unit and click Create.
- Once created, hover over any cell and click the pencil icon to add budget values or other details.
To create a cost heading:
- Follow the same steps as when creating a custom line item.
- After the heading is created, repeat the process to add additional line items.
- When adding those line items, select the newly created heading as their category.
This automatically creates a cost heading structure, with the new items listed as subitems under the heading.
Was this helpful?
More in Budget management
How to delete a line item or budget categoryHow to understand the budget overview columnsHow to update budget via importHow to prepare for the cost control meeting (Video)Still need help? Ask the team