Prerequisites
Specs must have price per unit and quantity assigned. This information auto-pulls into the Budget tab.
Steps
Go to the Budget tab in your project
Click the Add button
Select Item Level Cost
Enter a label (e.g., "Installation")
Choose Percentage or Dollar amount
Choose whether to add cost to: Unit cost without markup, or Unit cost with markup (if markup exists)
Choose whether this cost is taxable
Click Save
A new column appears in the budget. You can now enter a different amount for each line item.
Tips
Toggle between dollar and percentage amounts after creation
The "T" indicator means taxable
Changes update the line item total on the right side in real-time
Prices sync between the Budget tab and spec Pricing tab
Important Notes
Items with a lock icon have quantity assigned by area—change quantity in the spec itself
Item level costs appear as separate line items in budget reports
Related Features
Add Budget Level Cost and Allowance
Add Tax and Deposit to Budget
Adding Markups to Budget