Add a Project Cost Report Group

Prerequisites

• If needed, add a user defined cost code. See Add a Project Cost Code.

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1. Select Project Data > Projects in the Navigation Menu. The Manage Projects tab window displays.
2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the project you want from the list.
3. Select the Cost Report Groups tab. The list of cost report groups displays in the left pane.
4. Click Add at the bottom of the left pane. The Add Cost Report Group dialog box displays.
5. Enter a Name and Description.
6. Click OK. This adds the new cost report group to the list in the left pane.
7. Once you have created a new cost report group, you need to assign the applicable cost codes to the group. Select the cost report group in the left pane and click Add at the bottom of the right pane. An Add Cost Report Group Cost Code dialog box displays.

8. Select the cost code you want from the list of Available Cost Codes and click OK.

   Tips:

   If you add more than one cost code to a cost report group, the cost code values are added together for data views and reports.

   To remove a cost code assigned to a cost report group, select the applicable cost report group in the left pane, select the applicable cost code in the right pane and click Remove at the bottom of the right pane. A delete confirmation dialog box displays. Click Yes.

9. Click Save in the Ribbon Menu.
10. Optional. Close the Manage Projects tab.