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Procore (en-GB)

How do I add missing cost codes so I can migrate projects to the new tendering experience?

Background

If a Procore project has any tender packages with line items that are missing cost codes, the project cannot be updated to Tender Management 2.0. When you begin the process of joining the beta to migrate to the new experience, you will see an error message that you need to update cost codes.

This may be a result of the following situations:

  • A tenderer submitted a tender, but did not select a cost code for one or more line items in the Planroom tool.
  • A tender solicitor deleted a cost code that was previously used in a tender.

Answer

From the Project Level

  1. Navigate to the project's Tendering tool.
  2. Click Review Terms in the 'Introducing Tender Management 2.0' banner.

    bidding-2.0-beta-banner.pngIf the project is missing cost codes for tender line items, you will see an 'Action Required to Tender Packages' error message.
     
  3. Choose whether you want to automatically assign one cost code to all affected line items or add them all manually:
    • Automatic:
      1. Click the Select a Cost Code drop-down menu and select the cost code that you want to add.
        bidding-auto-add-cost-code.png
      2. Click Next.
        Procore will automatically add the missing cost codes for all affected tender packages and you will be taken to the 'Accept Terms' page for the beta. For details on how to complete the opt-in experience, see How do I opt in to the new Tendering experience? 
    • Manual:
      1. We recommend opening the Tendering tool in a new tab so that you can refer back to the list of affected tender packages and companies.
      2. Click View on an affected tender package.
      3. On the Tenderers tab, click View on the company that is missing cost codes.
      4. In the Tender Sheet section, select a cost code to apply to the line item.
        bidding-cost-code.png
      5. Repeat this process for each affected tender package. After adding the necessary cost codes, the tender package name will be removed from the list of areas in the error message (after clicking Review Terms in the banner again).
        For details on how to complete the opt-in experience, see How do I opt in to the new Tendering experience? 

From the Company Level

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Tendering.
  3. Click Review Terms in the 'Introducing Tender Management 2.0' banner.

    bidding-2.0-beta-banner.pngIf any project is missing cost codes for tender line items, you will see an 'Action Required to Update Projects' error message with a list of affected projects.
     
  4. Choose whether you want to automatically assign one cost code to all affected line items or add them all manually:
    • Automatic:
      1. Click the name of the project.
        This will direct you to the 'Add Missing Cost Codes' page for the project.
      2. Click the Select a Cost Code drop-down menu and select the cost code that you want to add.
        bidding-auto-add-cost-code.png
      3. Click Next.
        Procore will automatically add the missing cost codes for all affected tender packages.
      4. Return to the Review Terms page and repeat this process for each project that is listed.
      5. After all missing cost codes have been added, you will be taken to the 'Accept Terms' page for the beta. For details on how to complete the opt-in experience, see How do I opt in to the new Tendering experience? 
    • Manual:
      1. We recommend opening the Tendering tool in a new tab so that you can refer back to the list of affected projects. Right-click on a project name to open the project's Tendering tool in a new tab.
      2. Click View on an affected tender package.
      3. On the Tenderers tab, click View on the company that is missing cost codes.
      4. In the Tender Sheet section, select a cost code to apply to the line item.
        bidding-cost-code.png
      5. Repeat this process for each affected tender package and project. After adding the necessary cost codes, the tender package name will be removed from the list of areas in the error message (after clicking Review Terms in the banner again). When all missing cost codes have been added, you will be taken to the 'Accept Terms' page for the beta.
        For details on how to complete the opt-in experience, see How do I opt in to the new Tendering experience?