Dashboard > Settings > Cost Codes
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 manage Cost Codes, users will need View permissions for Settings.
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.
