Project Details and Cost Items

Reference information for managing project details, edits, and cost items.

Back to Home Guide

Project Details Screen

The financial command center for each project. It includes quoted/spent/balance metrics, completion summaries, and cost-category rollups.

Project Menu Actions

• Edit Project Info
• Add Cost Category
• Set Estimate Costs
• Cost Item Cleanup
• Export Cost Items
• Save Cost Items as Template
• Delete Project (with confirmation phrase)

Edit Project Screen

Edit Project Info supports updates to name, abbreviation, quoted price, location, customer selection, start/end dates, and GPS coordinates. Field values save as users blur inputs.

• Use Current GPS sets location from device permissions.
• Select on Map allows coordinate selection on map UI.

Cost Items

Category rows in Project Details drill into cost item summaries showing estimate, spent, balance, and completion indicators. Tapping an item opens detail with transaction history.

• Add cost items from configured category definitions.
• Use Set Estimate Costs to bulk maintain estimated amounts.
• Cost Item Cleanup removes unused items with no estimate and no spend.