Recipes are individual components grouped together to create one item. When you add a recipe to your estimate, the default is that all the recipe items will be linked to that Cost Category you add the whole recipe to.
You may want to split these items into separate categories for budget tracking e.g. you add a wall recipe containing both Plaster and Insulation, and you want to track those budgets separately.
When using a recipe , you have the ability to select which cost category every line item in the recipe goes to.
You can do this two ways:
1. In the estimate
2. In the recipe library
In the estimate
Your recipe will present as below.
You have three choices when it comes to the "Actuals Category" column
- Leave it blank - if you want the item to stay in the same cost category as the recipe you added it to
- Pick from the list of existing categories in that estimate - if you want the item to go elsewhere and that category already exists choose it from the list
- Add a new one - if you want to create a new cost category that is not currently in the estimate, free-type the new category name, this will add the new category once the estimate is converted to a job
Notes for Option 2 and 3: the estimate items only move once you get to the job
In the recipe library
In the "Pricing" menu, which is in the Navigation menu to the left
Once you find the recipe, the screen will present as below:
You have two choices when it comes to the "Actuals Category" column
- Leave it blank - if you want the item to stay in the same cost category as the recipe you will add it to
- Add a new one - if you want to create a new cost category, free-type the new category name, this will add the new category to the estimate
Note for Option 2: Be aware setting up new category names - if the name does not match exactly what is in the estimate you want to add the recipe to e.g In the recipe the category is named ''Frame", but in the estimate ''Framing", a new category called "Frame'' will be set up as well
Any questions, you can contact Support