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.
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 Code" button to create a new cost code. Upon clicking, a drop-down menu will appear, giving you 4 options, but if creating a unique code, choose between "Add Unique Codes - Time Card Codes, Equipment" and "Add Unique Codes - Purchase Order, Materials".
Choose the appropriate option based on the type of cost codes you wish to add.
After selecting the code type, you can proceed to add the unique cost codes. Enter the desired code and provide a brief description. Once you have added a unique code to the project, the "Unique" column value will be checked (true) to indicate its uniqueness.
