Group Budget by Custom Fields

Organize budget items by custom fields for a more structured view of your project's financials. With a custom field set as a pick list or text field, items can be grouped and nested under labeled groups for easy reference. For example, grouping by a "Trade" field clusters related items—such as electrical, plumbing, and foundation costs—into clearly defined sections. Use this feature to organize your budget in various ways, like vendor, item category, room/area, order status, or item status, providing an organized and efficient approach to tracking budget details across every phase of your project.