Create/Manage Cost Tracking Categories

1. Start by going to the Projects tab in the top menu.

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2. Select which project you want to edit.

3. Click on Cost Tracking tab in the left menu.

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4. Click over to the Cost Categories tab.

5.  To create a new cost category, click the Add Category button in the top right.

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The following box appears.  Enter the name and budgeted amount.  Then click Create Category.

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6. To edit an existing category, click the pencil icon next to that category.

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Edit the name or budgeted amount.  Then click Save Category.

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7. You can also delete a category.  Simply click the red trash next to the category you wish to delete. Then click OK on the box that appears asking if you want to permanently delete it.

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