Cost categories master data is used by the InEight Control application.
Cost categories are a list of default categories in InEight Platform master data that are used to categorize costs by different criteria. Cost categories are tracked for reporting and benchmarking purposes, which can help understand the sources and effects of costs, to plan, control, and evaluate the performance of a project.
The default Cost categories list is part of the Platform module and is replicated in InEight Control.
You can view cost categories in Main menu > Master data libraries > Cost categories.
With the applicable permissions, you can view cost categories master data and edit cost category custom labels. Permissions are configured in Suite Administration > Roles and permissions > Master data libraries > Cost categories. Cost categories are maintained at an organization level to ensure that they remain consistent with company standards.
| Permission Name | Description | Level |
|---|---|---|
| View cost categories | Allows the user to view the list of available cost categories in master data. | Base user |
| Edit cost categories | Allows the user to modify existing cost categories in master data. | Account Admin |
The Cost categories show in a hierarchical structure list and have default names for each available language. The default names are shown in gray text. The hierarchical structure allows for summary level reporting rolled up to company standards but can also be a flat list. This hierarchy allows tracking at multiple levels in the project and therefore, more accurate tracking and more comparable data.
You can refine the list using the filtering options below the column headings and also use the Column Chooser to customize what shows the view.
You can choose your own custom label name to replace the default cost category naming convention in the Custom label column for your selected language. To rename a label, click in the text field, and then enter text you want. The custom label will show in bold text.
The Enable custom labels toggle must be set to ON to enable your cost category custom field names to show throughout Control and across any applicable products. The custom label name changes can take a few minutes to fully generate because custom categories span the entire project. When the Enable custom labels toggle is set to OFF, the default category names from the Master data libraries show throughout Control and any applicable products. The toggle is set to OFF by default.
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