Update the Owning Workspace of a Cost Category

Update the owning workspace of a cost category to move it to another workspace that you are assigned. If you move a cost category to a workspace that is higher in the workspace hierarchy, it will be available to more workspaces.

To update the owning workspace of a cost category:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Dictionaries, and then select Cost Categories.
  4. In the table, select a cost category row, select the Context menu, and then select Change Owning Workspace.
  5. In the Select Workspace dialog box, select the new owning workspace, and select Select.
  6. Select Save.
  7. In the Summary & Settings panel, select Close.

This setting is used in the following apps:

Cost and Funds
Scope

Last Published Monday, June 24, 2024