Dashboard > Select a Project > Project Settings > Lists > 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 add Unique Project-specific Cost Codes, users will need Manage permissions for Projects (assigned) or Projects
Unique cost codes provide a way to assign project-specific codes for better tracking and organization of project expenses. You can add unique cost codes to your project the following ways:
Create a New Unique Cost Code
Import a list of Unique Cost Codes
Creating a New Unique Cost Code
If you have just a small number of Unique Cost Codes that you want to add to your project, it's simpler to just create them directly in your Project.
From the Dashboard, select the project for which you want to add unique cost codes. Once inside the project, navigate to the project settings.
Within the project settings, select the "Lists" module and then the "Cost Codes" tab. Click on the "Add Unique Code" button to create a new cost code.
A new screen will appear. Enter the Code and the description, and then select from dropdown the appropriate option based on the type of cost codes you wish to add (ie; Time Card Codes, Equipment/Purchase Order, Materials/All).
After selecting the code type, you can add another unique code by clicking on the plus icon "Add Unique Code" or hit "Save" to save your your new code. Your new Cost Code will now be added to your list of Unique Cost Codes
Importing Unique Cost Codes
If you have a large number of Unique Cost Codes, importing will allow you to add multiple codes at a time using a CSV file.
In your Project Settings, under Lists and Cost Codes, click on the Import button at the right of your screen.
Select from the Import Unique Cost Code options: Import Unique Codes - Time Card Codes, Equipment or Import Unique Codes - Purchase Order, Materials.
A new screen will appear; click "Browse" to locate and add the CSV file of your new Unique Cost Codes you wish to import.
Once the file has been added, click "Import" and your Unique Cost Codes will begin importing.
A message will appear when the import is complete, and your new Unique Cost Codes will now be added to your list.
Note; be sure to download the sample CSV file provided in your Import screen.
This is the file that SiteMax will recognize during import. If you already Unique Cost Codes in your project, you will need to Export your data first.
Once exported, you will add your new codes to the export and then follow the import instructions above.
Find more information on CSV importing/exporting here!