How To Assign "Tags" To WBS Cost Fields

Video Tutorial

To assign "Tags" for either "Cost Field" level estimating AND/OR "Detail Row" level estimating in your template(s) follow these steps.

1. Navigate to global "Settings" button located at the horizontal top menu options.

2. Once in settings, navigate to the "Configuration" section located on the left vertical menu.

3. Select "Record Templates".

4. Select the template which you wish to modify.

5. Select the "WBS" tab.

6. Expand the desired "Cost Category".

7. Check the "Field" box. A "Bulk Actions" option will appear.

8. Select "Set Tags" from the dropdown.

9. Set the desired "Tag(s)". Press the "Save" button once the appropriate tags have been selected.

6. You can also set "Tags" for individual "Cost Fields" by navigating to the "Actions" column which is located to the far right.

7. Click the "3 Dot" button for the desired "Cost Field".

8. Select the "Manage Tags" option.

9. Set the desired "Tag(s)". Press the "Save" button once the appropriate tags have been selected.

Please note that the "Bulk Actions" option allows you to set "Tags" for multiple "Cost Fields" at once. Once a "Tag" has been set for a specific "Cost Field", it will also apply to any "Detail Row(s)" underneath that specific "Cost Field".

Published 9/12/2025.