Classifications

Classifications help organise estimate information in a consistent way.

Use them when your company, client, reporting process, or estimating method needs cost codes or structured categories.

Classification systems

A classification system is the overall coding structure.

Examples include:

• company cost code system
• trade package structure
• project reporting structure
• custom estimating breakdown

Cost codes

Cost codes are the individual codes inside a classification system.

Use clear names and codes so estimators can choose the right one while reviewing an estimate.

Using classifications in estimates

Apply classifications to estimate items when you want better review, filtering, reporting, or quote structure.

Importing classifications

Use Setup import if you already have classification systems or cost codes in a spreadsheet.