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. Everything happens in one place — Column settings — and your choices apply to every budget in your organization, so the sheet looks the same on every project.

Show, hide, reorder, and rename columns

1. Open the budget (Projects → a project → the Budget tab).
2. In the toolbar, click Column settings.
3. In the Column settings panel:
   • Click the eye on any column to show or hide it.
   • Drag a column by its handle to reorder it.
   • Click a column's name to rename it.
4. Click Save.

Add a custom column

1. In the toolbar, click Column settings.
2. At the bottom of the panel, click Add column to expand the new-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.
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.
• The picker below the formula box lists every variable you can use; start typing to filter it.
• Project measurements from your takeoff are available too, so a formula like unitCost * {Sqft} works.

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