Cost Categories

This table contains cost categories and is used in the budget formation process.

tip

Roles required:

• Create, edit – admin or budget_manager
• Read – admin, budget_manager, or budget_agent

No one can delete cost categories. You can only deactivate irrelevant records by clearing the Active checkbox on the Cost Category form.

Create a cost category

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To create a new cost category record, follow these steps:

1. Navigate to Budgets → Cost Categories.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Cost Category form fields

Field	Mandatory	Description
Name	Y	Specify the cost category name.
Description	N	Add the cost category description.
Active	Y	Select the checkbox to activate the record. If the checkbox is cleared, the record is not available for selection on other forms.