A Cost Category is a way to assign a cost category to each part when the model is published. Rules are defined by you to assign parts to each cost category.

A Cost Category:

• is an optional setting
• is how a company assigns parts to a cost category
• is displayed on the Model Viewer Categories tab and includes the number of parts and % of parts currently in each category
• can also be associated with an accounting code and color for identification in the Model Viewer
• examples might include Conduit, Duct, Pipe, Structure, Cable Tray, Hangers, Anchors, Materials
• can utilize any property published from an AutoCAD drawing or Revit model

* See the Task Workflow Examples article for more information on how Cost Categories can be use within the Task Workflow.

Time Saving Note: The STRATUS Customer Success Team has configured and can transfer to your company database Task Definitions, Task Workflows, Task Categories, Cost Categories, Cost Types, Tracking Statuses and other Admin configurations. Contact the STRATUS Service Desk for more information. Screen shots below are taken from the Customer Success Team's configuration.

Configuration

To create a new cost category:

1. Configure a filter that can be applied to your published models that captures the cost category. See the Filters (Admin) article for more information. For example, to categorize all Rectangular Duct, set a rule where CID = 866.
   
   
   
2. To configure the Cost Category, go to Admin > Company > Cost Categories, click New Cost Category and enter values.
   
   
   
   1. Name - The Cost Category name and Code will display in the STRATUS.Part.CostCategory field.
      
      
   2. Filter - Select the filter to be used to isolate elements for this Cost Category. In this example, select the filter "Rectangular Duct for Cost Category" created above.
   3. Code - This is the Cost Category code used by your company.
   4. Color - This is the color of the parts that match this Cost Category when Display Modes > Categories is selected.
      
      
      
3. Once configured, publish a model that includes parts that match the filter. Select one of the parts, display it's properties and verify that the STRATUS.Part.CostCategory field has the correct Name and Code.
   
   
4. Note: Cost Categories can be manually changed under Actions > Categories.