Before you can use the budget, and many other modules in BuildTools, you must first import or setup budget categories. We provide 2 standard formats for your use, if you do not already have a preferred list - the NAHB (National Association of Home Builders) list and the CSI code list. You are also welcome to create your list from scratch, or import a list from your account system or spreadsheet.
Step 1 - Navigate to the system settings, system configuration, Budget.
Step 2 - On the Budget Categories tab, select a list of provided cost codes, then click Load Codes. Or, click the Import button and upload codes you prefer from your desktop.
Once the codes are loaded you can add, delete and edit however you like.