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.
If your team prices similar work repeatedly, classifications make reviews faster because everyone can follow the same structure.
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.
Common use cases
- separate trade or discipline areas clearly
- keep internal reporting consistent across estimators
- map estimate lines to customer-required code structures
- make quote reviews easier when several people work on the same RFQ
When to keep it simple
Do not force a complicated classification model into every workspace.
If your team does not need reporting or structured coding yet, start with a small, clear system and expand later.
Importing classifications
Use Setup import if you already have classification systems or cost codes in a spreadsheet.