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Cost Groups

Learn what Cost Groups are, how they organize your project costs in JACK App and where to find or add them in your budgets and settings.

Written by Cara

Overview

Cost Groups in JACK App organize your project costs into clear, high-level sections.
They act as the highest layer of your cost structure grouping related Cost Codes so your estimates, job budget & invoices, are easier to navigate and manage.

Think of Cost Groups as the folders, and Cost Codes as the files inside them.


What Are Cost Groups

A Cost Group helps you summarize your project expenses and see where money is being spent at a glance, without needing to review every line item.

Example:

Cost Group

Cost Codes

Site Costs

Excavation, Slab, Retaining Walls

Structure

Wall Frame, Roof Frame, Trusses

Finishes

Flooring, Painting, Tiling

Services

Electrical, Plumbing, Air Conditioning

💡 A Cost Code can belong to more than one Cost Group, giving you flexibility across different job types.


How It Works

Cost Groups power several key parts of JACK and keep your project structure consistent.

  • Estimating– Costs automatically roll up into their Cost Group, so you can view totals for each section of work.

  • Documents & Proposals – You can choose to show totals by Cost Group only, to simplify documents.

  • Invoicing– When you create Invoices, JACK keeps them organized under the right group.


Where to Add or Manage Cost Groups

You can create or edit Cost Groups in two places:

Estimate Costings View

Choose at the bottom of your costings to add a new section.


Settings > Data Setup > Cost Groups

Manage, rename, or reorder existing Cost Groups.


Organize and Track Your Costs

Within the Estimate > Costings you can re-organize your Cost Groups or Cost Codes.​

Simply drag and drop them into different Cost Groups to keep your budget organized and aligned with your project structure.

You can also mark individual Cost Codes within a Cost Group as Complete or Incomplete to track your progress through the estimate.

💡 Tip: Use Cost Groups to group similar sections of work — this makes your estimates, reports, and proposals much easier to follow.

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