To link budgets to a capital project, you must link the project to a unique cost group structure. This structure is hierarchical, up to four levels deep, and represents a task list.

Each main capital project can have its own task list. For convenience, Planon suggests creating a cost group template (ensure this isn’t used as an actual project). You can copy this template, remove any unnecessary codes, and link it to a new capital project.

In Budgets , you need to link the main level of the cost group to a main-level capital project before you can create budgets. For more information on linking a capital project to a cost group, see Linking a capital project to a cost group.