Tags

Use Tags to track any item in your budget for filtering, instant cost reporting, and smarter decision-making. Tags make it easy to find all related information in one place.

Additionally, with Set Tags, you can denote costs for individual sets across the budget.

The Tags screen in Element Manager is initially populated based on the selections made during Budget Builder setup. Once the budget is created, you can add, edit, and manage Tags and their settings directly from this screen.

Working with Tags

Tags are assigned to lines in the Details level of the budget via the Sidebar > Tags modal. When the Tags column is enabled for view, an indicator icon will be displayed on the line.

Tags serve as a way to group related items in the budget together. They are optional.

Figure: Example of Tags applied in the Details level of the budget

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Group Manager

The Group Manager allows you to organize elements into custom groups for better budget structure and easy reuse.

By default, new elements are automatically organized:

• Tags are saved to the Uncategorized group.
• Set Tags are created and saved in a dedicated Sets group.

To create a new custom group, click the + button.

Element Library Integration

You can also save entire groups to your Element Library. This allows you to import individual elements or complete groups from the library into any budget, streamlining your workflow as needed.

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Tags Table

You can manage Tags in your budget from the Tags table.

Adding a New Tag

1. Press the Add button at the bottom of the table.
2. A new Tag is automatically assigned a default name (e.g., Tag1). Custom Tags follow this naming pattern: Tag1, Tag2, Tag3, etc.
3. Update the new Tag with a custom name.
4. Enter a Description (optional).
5. Choose a Color to represent the Location in the budget (optional).

Editing a New Tag

• Click into any cell to update the data. Changes are saved automatically when you click out of the cell.

Tag Table Details

Column	Description	Data Type
Order	Drag the handle icon to reorder items in the table.	Draggable Icon
Use	Toggle this checkbox to enable or disable the Tag. Disabled Tags remain visible but are excluded from totals.	Checkbox
Name	Set the name of the Tag for use in the budget.	Text
Description	Provide a description for the Tag. Optional.	Text
Color	Assign a color to the Tag or Set Tag. The Tag indicator displays this color on Detail-level lines where applied.	Color Picker
Labor	Displays the real-time total of all Labor lines assigned to this Tag in the budget.	Numerical
Purchase	Displays the real-time total of all Purchase lines assigned to this Tag in the budget.	Numerical
Rentals	Displays the real-time total of all Rental lines assigned to this Tag in the budget.	Numerical
Allowance	Displays the real-time total of all Allowance lines assigned to this Tag in the budget.	Numerical
Total	Displays the real-time total of all lines assigned to this Tag in the budget.	Numerical
In Use Lines	Displays the number of budget lines assigned to this Tag. Clicking the report icon generates a detailed view.	Numerical
Options (Three-Dot Icon)	Opens a dropdown menu with additional actions for the selected Tag, including deleting.	Dropdown

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Sets Table

You can manage Set Tags in your budget from the Set Tag table.

Adding a New Set Tag

1. In the Group Manager, click on the Sets group.
2. Press the Add button at the bottom of the table.
3. A new Set Tag is automatically assigned a default name (e.g., Set1). Custom Set Tags follow this naming pattern: Set1, Set2, Set3, etc.
4. Update the new Set Tag with a custom name.
5. Enter a Set Description (optional).
6. Enter an Address/Location for the Set (optional).
7. Choose a Color to represent the Location in the budget (optional).

Editing a New Set Tag

• Click into any cell to update the data. Changes are saved automatically when you click out of the cell.

Set Tags Table

Column	Description	Data Type
Order	Drag the handle icon to reorder items in the table.	Draggable Icon
Use	Toggle this checkbox to enable or disable the set tag. Disabled set tags remain visible but are excluded from totals.	Checkbox
Sets Name	Set the name of the set tag for use in the budget.	Text
Sets Description	Provide a description for the set tag. Optional.	Text
Address/Location	Provide an address/location for the set tag. Optional.	Text
Color	Assign a color to the set tag. The set tag indicator displays this color on Detail-level lines where applied.	Color Picker
Labor	Displays the real-time total of all Labor lines assigned to this set tag in the budget.	Numerical
Purchase	Displays the real-time total of all Purchase lines assigned to this set tag in the budget.	Numerical
Rentals	Displays the real-time total of all Rental lines assigned to this set tag in the budget.	Numerical
Allowance	Displays the real-time total of all Allowance lines assigned to this set tag in the budget.	Numerical
Total	Displays the real-time total of all lines assigned to this set tag in the budget.	Numerical
In Use Lines	Displays the number of budget lines assigned to this set tag. Clicking the report icon generates a detailed view.	Numerical
Options (Three-Dot Icon)	Opens a dropdown menu with additional actions for the selected set tag, including deleting.	Dropdown

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Options Menu

Clicking the three-dot icon in the Options menu reveals additional actions available for the selected element.

• Copy to Library - copies the selected Tag to the Element Library.
• Rename - renames the selected Tag.
• Delete - deletes the selected Tag from the budget.

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Deleting a Tag

Rules: Tags can be deleted at anytime.

• Behavior:
  • When deleting a Tag or Set Tag that is not in use on any lines in the budget, it is deleted immediately.
  • If the Tag is in use, the user is prompted with a confirmation warning.

• If the user chooses to continue with deletion:
  • The Tag is removed from the budget.
  • All lines that previously used that Tag are reset to blank in the Tag Indicator column.