In this article you'll find a guide on how to reorganise items in your project budget.
Introduction
You can reorganise the structure of your cost headings, subheadings and line-items within your budget in Planyard. You can change the order of the cost headings and subheadings in any way you want, as well as reorganise the line-items within a cost heading or subheading as desired. It's also possible to move headings, subheadings and items between different categories.
Reorganise Cost Headings, Subheadings and Items
To reorganize your cost headings, click the three dots on the far right of the top row that reads 'Project Total', then click 'Reorganize top-level items'. You will now be shown an overview of the current order, where you can rearrange the order by dragging and dropping the components as desired.
The same approach is used when reorganising subheadings or line-items under a cost heading. Go to the far right of the category, click the three dots, and select “Reorganize line-items within the category.” You will then see all items under the category and can reorganise them by dragging and dropping.
Moving Items, Subheadings, and Cost Headings
You can move items, subheadings, and cost headings within your budget
- Click the three dots next to it and choose ‘Move line-item to’ or ‘Move category to’ (depending on the what you are moving)
- A drop-down menu will appear showing your budget structure
- Select where you want to move the item or category: a cost heading, subheading, or line item
If you move something to a line item, it will become a subheading under that line item. You can also turn a cost heading into a subheading by moving it into another cost heading