Add a Cost Group to a Service Profile

Cost Groups represent a more detailed categorization of a functional group. You can add one or more cost groups to a service profile.

The cost groups can be used to develop the total chargeable cost for a functional group on the Fee Estimate tab of the Opportunity Info Center.

To add a cost group to a service profile, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Fee Estimate Service Profiles.
2. Open a service profile.
3. Click the Cost Groups tab.
4. On the grid toolbar, click Insert.
5. Use the drop-down list in the Code field to select a cost group. The drop-down list includes all cost groups that are defined in Configuration > General > Fee Estimate Groups. The Description field displays a description of the selected cost group.
6. Click Save.