Custom budget columns

The budget sheet has a lot of built-in columns, and you can tailor which ones show, what order they're in, and add your own. Column layout belongs to the budget view you're on (the dropdown next to the search bar), so different views can show different columns — while custom columns you create are shared by every view in your organization.

Show, hide, reorder, and rename columns

1. Open the budget (Projects → a project → the Budget tab).
2. In the toolbar, click View settings — the sliders icon (hover it to see the name).
3. In the View settings modal, under Columns:
   • Click the eye on any column to show or hide it.
   • Drag a column row to reorder it.
   • Type in a column's name to rename it.
4. Click Save.

Add a custom column

1. In the toolbar, click View settings.
2. In the Columns header row, click Add column to expand the New custom column form.
3. Set:
   • Name and an optional Description (the description shows in the column's ? tooltip).
   • Type — Text, Long text, Whole number, Decimal, Currency, Percent, Toggle, or Dropdown.
   • Band — which color-coded group it belongs to (Details, Estimating, Costing, Invoicing, or Profit).
4. For a numeric type, you can add a Formula — leave it blank for a column you fill in by hand, or write an expression to compute it per line. (A Dropdown column asks for its options instead, one per line.)
5. Click Add column to add it to the list, then click Save to apply it.

Formula columns

A formula column computes its value per line from other columns and your project's measurements:

• Reference other columns by their id — for example extPrice - committedCost, or committedCost / extPrice * 100.
• Click into the formula box and a picker opens listing every variable you can use, each tagged with its band; start typing to filter it, then click one to insert it.
• Project measurements from your takeoff are available too (they're badged Project in the picker), so a formula like unitCost * sqft works.

To remove a custom column later, open View settings and click the trash icon on that column's row.