How Sigma uses Categories

Categories are used in Sigma for various functions: for reporting on materials needed, or hours required; for adding overhead; for establishing profit; for automatic redistribution of costs; and for organizing Insight views.

Categories (like unit names and production unit names) are stored as *.dat files the Data folder and can be edited by going to File, Settings, Lists. Ctrl + I will open the settings window as well.

Unlike many estimating programs, Sigma does not limit you to the typical categories of Labor, Material, Equipment, Subcontractors. Sigma let’s you have as many categories as you need to organize your estimate the way you want it. Here’s a pretty basic example of why this matters: suppose you have a supplier that gives you a good discount – a better discount than he gives anyone else. You could lump the costs from this vendor in with all the other Materials and mark them up competitively, but you would be leaving money on the table. Namely, the amount of the additional discount he gives you. In Sigma, simply create a new category – MaterialFromJoe for example – and mark it up separately from the other materials.