Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to add Cost Codes, users will need Create permissions for Settings
Cost Codes are helpful to identify and track different types of costs associated with a project. Further to this, you can create specific cost code groups, which can then be added to a project.
Creating Cost Codes
1. Start by clicking on "Settings"
2. Select the "Lists" tab
3. Click on "Cost Codes"
4. Click the "Add Code" button
5. Fill in the code number and description, then hit Save when complete
Note: Upon adding cost codes, you may set them as "is default" (Default Cost Codes allow teams to create a reusable, set list of cost codes used on any given project.)
On the same page, you may also create cost code groups.
Creating Cost Code Groups
Use cost code groups to organize your cost codes, making your cost codes more manageable and accessible.
1. Start by clicking on "Settings"
2. Select the "Lists" tab
3. Select the "Cost Codes" tab
4. Click on "Cost Codes"
5. Choose the cost codes you want to group together by selecting the checkboxes beside them
6. Click on "Actions" and select "Create Group with Selected" from the drop-down menu
After creating a cost code group, you can access the list of cost codes under the "Groups" tab. From there, you can also remove a cost code if you don't want it to be part of that particular group.
Managing Company Cost Codes
Cost Codes are essential for identifying and reporting different types of costs across projects. To locate and manage your Company's Cost Codes, you will start by navigating to your Company's Settings. Under the Lists tab, you will find Cost Codes.
Here you can Filter your Cost Codes based on the Code Type: Company Codes or Unassigned Unique Codes.
To manage your Cost Codes, select the Codes you would like to update and click the Actions button.
Using the Actions, you can Create a Group with the selected Codes to better organize and manage Company Codes.
You may also Assign Cost Codes to Projects. Clarify the Context and Projects you are assigning the cost codes for.
Also, you can Set Default Codes which will allow users to create from a default set list of Cost Codes used on any given Project. These codes will automatically show up in your Project's Settings under the Cost Codes tab, where you may decide to disable them if needed.
