Skip to main content
Procore (en-GB)

Copy Company Cost Codes to a Project

Objective

To copy company cost codes to a Procore project using the Work Breakdown Structure (WBS) page of the project's Admin tool. 

Background

Cost Code is a code that defines the specific type of work being completed on a construction project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Admin tool.
  • Limitations:

Prerequisites

Steps

  1. Navigate to the project's Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' list, click the Cost Codes link.
  4. Click the Cost Codes from Company button. 
    btn-cost-codes-from-company.png
  5. In the 'Add Cost Codes to this Project' window, choose from these options:
    add-cost-codes-window.png
    • To copy all of your company's cost codes to the project, click the Select All Cost Codes button. 
    • To copy only selected cost codes, expand and collapse the desired segment items and then highlight the segment items to copy. 
  6. Click the Add button.