---
title: "How To Create \"Cost Field Groups\" For Your WBS"
description: "How To Create \"Cost Field Groups\" For Your WBS"
---

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# How To Create "Cost Field Groups" For Your WBS

**Video Tutorial**

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To create "**Cost Field Groups**" for your WBS 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 "**Cost Category**" in which the "**Cost Field Group**" will be created.

7\. Navigate to the "**Actions**" column which is located to the far right.

8\. Click the "**3 Dot**" button for the desired "**Cost Field**".

9\. Select the "**Edit Field**" option.

10\. Type in the desired "**Cost Field Group**" name in the "**Group**" field.

11\. Press the "**Save**" button.

12\. Repeat steps 7 - 11 to add other "**Cost Fields**" to the "**Cost Field Group**".

Please be sure to use the same EXACT "**Cost Field Group**" name when adding other "**Cost Fields**" to a group. Note, "**Cost Fields**" which are not assigned to a group will automatically get grouped into a cost field group called "**Other**".

Published 9/16/2025.

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