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Cost Category Templates

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Cost category templates for quick setup of a new project.

Dostupné pro:Administrátor

Category templates are pre-prepared sets of cost categories that can be applied with one click when creating a new project.

Creating a template

  1. Go to Projects → Category Templates
  2. Click + New Template
  3. Name the template (e.g., "Apartment Building", "Renovation")
  4. Add categories (Labor, Materials, Transport, …)
  5. Save the template

Applying a template to a new project

When creating a new project, in the Cost Categories step select a prepared template and the categories will be automatically pre-filled.