Categories List

The Categories list lets you

• View a list of the categories you have assigned to a selected project.

• Add categories to a selected project.

• Open the Categories Maintenance form to enter or view estimates for a selected category.

Once you have entered estimates for all the project categories, you can view the estimated totals for the project on the Totals tab of the Project Maintenance form.

To display the Categories list for a project:

• On the tree, expand the folder for the desired project, then click the Category folder. The program displays the Categories form in the panel to the right of the tree.

• Alternatively, you can select the project on the Project tab of the Contract Maintenance form, then click the Categories button. The program displays the list of categories on a separate Categories form.

To view all the details, including the assigned cost-related accounts, for a particular category in the Category Maintenance form, either:

• On the tree, expand the Category folder, then click the desired category. The program displays the Category Maintenance form showing the details for the selected category in the right-hand panel.

• Alternatively, display the Categories form (as above), select a category on the list, and then click the Estimates button.

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