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 set Default Cost Codes, users will need View permissions in Settings
In SiteMax, making your Cost Codes default will make them automatically available in all your projects. This is to provide a convenient and efficient way for teams to manage and apply a standardized set of Cost Codes to their projects. This guide will walk you through the steps to enable and disable Default Cost Codes in SiteMax.
Default Cost Codes are a feature that allows teams to create a reusable, set list of cost codes used on any given project. These codes can be applied in either Time & Equipment or Purchase Orders & Materials.
After you create cost codes, you have the option to make them default in all your projects.
Enabling Default Codes
From the Company Settings, click on the Lists tab and click on Cost Codes.
If there is just a single cost code you want to make default: click on the cost code name. Click on the check box Is default and hit Save
OR
If you'd like to make multiple cost codes default, check the check boxes of the desired cost codes then click the Actions drop-down menu and Set as Default Codes
Disabling Cost Codes for Specific Projects
In situations where you want to restrict the use of certain cost codes for a particular project, you have the option to disable them. Simply, go to the Company Settings > Lists > Cost Codes.
Select the codes you'd like to disable, then click the Actions drop-down menu and select Disable Cost Codes
