Edit Cost Groups Dialog Box

Use the Edit Cost Groups dialog box to select the cost groups for the current functional group.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Info Center > Opportunities > Fee Estimates tab.
  2. On the toolbar of the Functional Groups grid, click Insert.

Contents

Field Description
Cost Groups Grid Drop-Down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to insert a cost group.
Delete Click this option to delete an existing cost group from the functional group.
Cost Group Use this drop-down list to select the cost group to assign to the functional group.
Chargeable Cost Enter the chargeable cost that is associated with the cost group.