ForemanFOREMAN

Cost items

Build a reusable library of priced cost items — unit, cost, margin, and cost code — so new budgets come together fast and stay consistent.

Your catalog is your company's reusable price book. A cost item is a single line you sell over and over — "Framing Labor," "2x4 Stud," "Excavation" — saved once with its unit, cost, and margin so you can drop it into any project's Budget without retyping the numbers.

Open your cost items

  1. From the sidebar, click Catalog.
  2. You'll land on the Cost Items tab.

Don’t see this?

If you don't see Catalog in the sidebar, your role may not include catalog access. Ask your organization owner to grant it.

Add a cost item

  1. On the Cost Items tab, click Add Item.
  2. Enter a Name (required) — e.g. Framing Labor.
  3. Pick a Cost Code to tie the item to your job-costing structure (optional).
  4. Add a Description for any notes.
  5. Set the Unit (Each, Linear Feet, Square Feet, Hour, Lump Sum, and more) and a Default Qty if it's usually the same.
  6. Enter the Unit Cost (what it costs you) and a Margin % (your markup on top).
  7. Click Create Item.

Note

Unit Price is calculated for you from cost and margin — it's what the client sees. You don't enter it directly.

Edit items inline

The cost items table is a spreadsheet — click any cell to edit it in place. Name, Cost Code, Unit, Qty, Unit Cost, and Margin % all save as soon as you move off the cell. You can even type into the Markup % column and Foreman back-calculates the margin for you.

Cost type

Each item shows a Cost Type (Material, Labor, Subcontractor, etc.). It's derived automatically from the item's cost code, so it's display-only here — set it on the cost code itself (see the Cost codes article).

Import and export

  1. Click Import to bring in items from a CSV (matched by column headers like Name, Unit, Unit Cost, Margin %).
  2. Click Export to download your current items as a CSV.

Note

To remove items, tick their checkboxes and use the Delete selected button that appears in the toolbar.