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Categorize costs using cost groups
Categorize costs using cost groups

Cost groups allow you to categories the types of costs you log. You can add new cost groups in System Setup.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

By default, your Current RMS system comes with three cost groups that you can choose from: crew, transport, and other.

You can choose from these cost groups when logging a cost against an opportunity, and these are ultimately broken down in the Revenue & Costs Summary on opportunities and projects.

To gain further insight, you may wish to add more cost groups so you can get more of a breakdown of opportunity expenses.

Add a cost group

To add or make changes to your cost groups, go to System Setup > Cost groups and click the green add cost group button at the top.

Type in a name for your cost group, as well as a description if you wish.

Edit or delete a cost group

To make changes to a cost group, click the blue arrow to the right of it and choose Edit from the menu.

To delete a cost group, choose the Delete option from the menu. Click twice to confirm. It’s not possible to delete cost groups that are linked to opportunities, or the system default group.

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