Set up a Cost Template Category

Cost templates must belong to a cost template category. Cost templates cannot be moved to a different category.

Security Note: You need the Allow the user to maintain cost templates security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Select the Organisations panel in the Solution Explorer.
2. Expand the Cost Templates node.
3. Right-click the Cost Templates node and select New » Cost Template Category from the menu.
4. Update the name of the cost template category node if required.
5. Click Save.