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:

  1. From the Vision 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.