Create project labelsLast updated on 03/22/2022
Create project labels to attach to expense items to get a visual representation of your expense spending. You can color code your labels and assign labels to categories to help organize your Budget vs Actual tables.
Things to know
After you create labels, you can assign default labels for pricebook items, job types, and technician profiles. The labels are used to organize actuals in the Expense Details table.
Labels can be nested under each other to form a hierarchy of labels.
The Budget vs Actual (BvA) table totals expenses for the highest level labels in a single line item.
You can drill down to the lower levels of detail in the Expense Detail table.
Create project labels
Create labels for:
Each phase of your project workflow. This allows you to view expenses for each project milestone.
Each labor type you use. You can assign labor types to a single Labor category.
Service, equipment, and material items. You can categorize them by item type.
If you have pricebook service items for labor, discounts, and fees, create labels for each of those items.
If you have a multi-trade business, create a separate label for each trade to track expenses separately.
Note: The Project Settings screen has commonly used project labels available including labels for materials, equipment, labor, discounts, and fees. You can use these labels, deactivate them, or edit them as needed.
To create a label:
Go to the navigation bar and click Settings .
In the side panel, click Operations > Project Settings. Create Project Labels opens.
Click Add Label.
Enter a label name in the Project Label field.
Note: Labels are assigned by default to items in these Pricebook categories: materials, equipment, services, labor, discounts, and fees. See Assign default project labels to expense items for more information.
Select a color for each new label.
Tip: Color code labels by expense or project phase to help spot errors in the Expense Details table.
Note: Color codes are not used in the BvA table.
Click the Color icon to assign a color to the label and click Apply.
Use your cursor to drag and drop labels in the order you want them. The Order column defines the order in which labels display in the BvA and Expense Details tables.
When you’re done, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.