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Add a Category to the Cost Catalog

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Objective

To add a category to the Cost Catalogue in Procore.

Background

When adding items to the Cost Catalogue tool in Procore, you can choose to create a new category to organise items under. See What is the difference between a catalog, category and item in the Cost Catalogue? for more information.

Things to Consider

  • Required User Permissions:
    • Standard' or 'Admin' level permissions on the Company level Cost Catalog tool.

Steps

  1. Navigate to the Cost Catalogue tool in Procore.
  2. On the left side panel, locate the catalog that you want to add a category to.
    Note: Click the expand arrow icon-expand-materials-esticom.png icon to expand the contents of a catalog if needed. 
  3. At the bottom of the catalog in the side panel, click Add Category.
  4. Enter a name for the category.
  5. Click Add.