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How to Rename Cost Assistant Category?

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Quick guidde​

This demo showcases how to rename a category within Readyteam to keep your data organized.

Go to app.readyteam.ai​

1. Select Specific Project​

Click the Specific Project you want to modify.

Select Specific Project

2. Access Tools Menu​

Click the Tools menu to reveal additional options for managing your data and settings.

Access Tools Menu

3. Select Cost Assistant​

Choose the Cost Assistant feature to work with cost-related categories and details.

Select Cost Assistant

4. Open Edit Options​

Click the designated area to open the category options available for editing.

Open Edit Options

5. Choose Specific Category​

Select the category identified by its code to prepare it for renaming.

Choose Specific Category

6. Confirm Category Update​

Click the Update button to save your changes and apply the new category name.

Confirm Category Update

You have successfully renamed a category in Readyteam, ensuring your data remains organized and up to date. Try this feature now to streamline your category management and improve workflow efficiency.