Job Cost Categories are used to group job costs into meaningful buckets such as Labor, Materials, Equipment, and Travel. These categories drive how costs are summarized, reported, and posted to your financial system.
Your organization can have up to 10 Job Cost Categories per business unit. Some categories are standard (for example, Labor and Materials) and others can be defined by your organization (User Defined). Only one category can be marked as Labor, which is used for labor-specific tracking and reporting.
Access to Job Cost Categories is available only when Job Cost is licensed and enabled for your tenant.
Create a Job Cost Category
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Go to Settings > Job Cost Categories to open the list.
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Click New (or Add Category, depending on your environment) to open the category form. If you already have 10 categories, the Add or New option is disabled and you cannot create additional categories.
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Enter the following information:
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Name (required): Enter a clear, descriptive name.
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Examples:
Labor,Misc Materials,Equipment,Travel,Subcontractors,User Defined. -
Use a name that tells users what costs belong in this category.
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Description: Provide more detail about when to use this category.
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Sort Order (required):
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Is Labor: Mark the checkbox if this category should represent labor-related costs. Only one active category can be marked as Is Labor for each company and business unit.
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Item Journal Posting: Choose the appropriate Item Journal Posting if required by your financial setup. This controls how costs in this category post to your financial system. Leave blank only if directed by your system administrator.
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Active: Mark the checkbox so the category can be used on jobs, cost codes, and transactions. If you are setting up a category for future use, you may choose to clear Active until you are ready to begin using it.
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Click Save.