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Add, Edit and Delete Company Cost Codes

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Objective

To add or edit cost codes using the company's Admin tool. 

Background

The Company and Project Level Admin tools include a 16 Division cost code structure that aligns with the CSI MasterFormat. You can manually add, edit or delete the codes on this list. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:

Steps

Add Standard Cost Codes

  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings', click Cost Codes.
  3. Choose from these options:

Add a New Division

  1. ​Click the top-level folder with your company's name.
  2. Click Add Division.
    add-cost-code-division.png
  3. In the 'Add Division' window, do the following:

    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.


  4. Click Create to add the new division to the list. 

Add a New Code to a Division

  1. Click the Division you want to add the code to. 
  2. Click Add Code.
    add-cost-code-to-division.png
  3. In the 'Add to [Division Name]' window, do the following:

    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.


      For example, enter 050 Outdoor. 
  4. Click Create to add the new code to the selected division.

Transform a Code into a Subdivision

  1. ​Click the + icon next to the division with the code you want to change to a subdivision.
  2. Click the code you want to change to a subdivision.
  3. Click Add Code.
    add-cost-code-to-division.png
  4. In the 'Add to [Code Name]' window, do the following:

    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.

      For example, enter 40 Transformers.
  5. Click Create.
    This transforms the existing code (050 Outdoor) into a subdivision and then places a new code (40 Transformers) into the subdivision as shown below.

Edit Standard Cost Codes

  1. Navigate to the company's Admin tool.
  2. Under 'Company Settings', click Cost Codes.
  3. Edit an Existing Code or Division as follows:
    1. Click the code or division on the list.
    2. Click Edit. 
    3. Change the Code and/or Division entry.
      Note: All division and cost codes must have a unique number. Duplicate codes are not permitted. 
    4. Click Update.

Delete Standard Cost Codes

  1. Navigate to the company's Admin tool.
  2. Under 'Company Settings', click Cost Codes.
  3. Delete an Existing Code or Division as follows:
    1. Click the code or division on the list.
    2. Click Delete. 
    3. At the confirmation dialogue box, click OK to confirm the delete action.  

See Also