Custom Lists

Similar to the tag feature in InEight Estimate, you can enter your tags and their values to use later for categorizing your cost items as you manage your project in Control.

Many of the tag fields are validated fields, meaning you can choose from options in a drop-down list. You define both the names of the tags and their drop-down values here.

The field names associated with Cost breakdown structure and Account codes, are tags defined and editable at the organizational level; you cannot edit them at the project level, as indicated by the statement Inherited from parent organization.

CBS URL columns

You can create direct links to URL addresses outside of Project Suite under Custom Lists. In the URL Field values you can define a URL with associated criteria to be used as an attribute for a cost item in the CBS.

In the URL Builder enter a URL that you want associated with your list name, along with any other dynamic attributes such as Project ID and CBS position code. Paste your URL and highlight the section you want to reference with another field. First highlight an attribute in the URL string, and then click the [T] reference icon to select which field to connect with.

These quick links are accessible in the CBS and can contain detailed information pertaining to the cost item and project, which can also link to external reports.

In the CBS cost item details attributes slide-out panel, the URL is concatenated to include the attributes defined. A link is included on a cost item that opens a new tab.

The links can also be accessed in the CBS register. Up to five CBS URL columns can be viewed in a data block in the CBS, per project.

At the organization level, CBS URL columns 6, 7, and 8 have been added to the CBS register. When you define a CBS URL, it is then applied to each of the organization’s projects.

Creating organization-level CBS URL links lets you associate shared documentation, such as external standard reports that are used across the organization. Instead of setting up links for every project, you can create a CBS URL link in Settings > Custom Lists.