---
title: Organise Your Directory with Headings and Categories
description: "Platform: Both | User: Org Admin/Admin | Difficulty: Beginner | Time: 10 min\nSupply management, quantity tracking, and material cost documentation."
---
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21 October 2026
# Organise Your Directory with Headings and Categories
**Platform:** Web and Mobile
**User Type:** Standard, Admin, Admin + Billing, Org Admin
**Difficulty:** Beginner
**Estimated Time:** 5 minutes
**Last Updated:** October 2026
---
### **Quick Summary**
You can add headings and categories to **Plant & Equipment**, **Materials** and **Rate Items** in your **Directory** to organise your Schedule of Rates. Headings are optional. Use them to group related items, or keep a simple list without them. Daywork sheets also show a **Category** column for Plant & Equipment and Materials, matching Rate Items and Advanced Labour.
### **What You'll Learn**
- How to add a heading or category to your Directory
- How to add items under a heading
- How categories appear on daywork sheets
### **Before You Start**
**Prerequisites:**
- Access to the **Directory**
- Plant & Equipment, Materials or Rate Items you'd like to group
### **Step-by-Step Instructions**
#### **Step 1: Add a Heading or Category**
1. Select **Directory** from the top menu
2. Select the **Plant & Equipment**, **Materials** or **Rate Items** tab
3. Click **New** \[Needs confirmation: how to choose a heading or category instead of a single item, and the option's name\]
4. Enter the heading or category name and save
📱 **Mobile Note:** You can add materials in the Mobile App, but rates can only be set in the Web App.
#### **Step 2: Add Items Under a Heading**
1. Add a new item and choose the heading it belongs to \[Needs confirmation: how an item is assigned to a heading, and whether existing items can be moved under one\]
2. Save the item. It appears under its heading in the list.
Items don't need a heading. You can mix grouped items and standalone items in the same list.
#### **Step 3: See Categories on Your Daywork Sheets**
Daywork sheets now include a **Category** column in the Plant & Equipment and Materials sections, matching Rate Items and Advanced Labour. Your clients see this column on sheets you send them.
💡 **Pro Tip:** Use headings that match how your client thinks about the work, such as by trade or stage. It makes your Schedule of Rates and sheets easier to review.
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