Cost Groups, Work Groups and Subcontractor Groups in Valesco are used to associate items with specific cost analysis requirements.
These groups used can be defined by the user. Once a list of standard Groups is set-up, they can be assigned to any bill items within the job.
For simplicity, only the examples from Cost Groups are shown here, but the application of all three Groups works in the same way.
There may be need from time to time to edit existing or add-in new Cost Groups to use on your jobs. It is a simple task to amend the groups in your Valesco system.
To add a new Cost Group
Go to Components > Cost Groups
- From the Cost Group selection window click the mouse on the New button. Valesco opens the Cost Group Details window.
- Enter the new group in the Name field.
- Enter the Full description of the group in the Long Name field.
- Add any additional notes on the Notes tab.
- Click the mouse on OK to save the entry and close the Cost Group window.
You may choose to amend your list by using any of the following functions:
Close Close the current window when all changes have been made.
Edit Amend an existing record.
Delete Delete an existing record.
Move Up Move the highlighted record up the order of the list.
Move Down Move the highlighted record down the order of the list.
To assign the Cost Group to a Bill Item
Option 1 – View Properties
1. Click on the list of Cost Group values button beside the Cost field. Valesco opens the Cost Group selection window.
2. Highlight the required Cost Group from the list and click to make your selection.
Option 2 – Grid View
