Categories and Subcategories

Categories and subcategories further define source types. You can combine categories and subcategories in source groups for reporting and analysis. Although defining categories and subcategories is optional, using them provides greater flexibility and granularity for tracking and analyzing costs.

For example, you can divide a labor source type into different categories of labor, such as architect labor, carpenter labor, and plumber labor, and use subcategories for regular hours and overtime hours. By using these categories and subcategories, you can track items such as total labor costs for a project, total overtime hours, architect overtime hours, and carpenter standard hours.