This feature is only accessible by Admin users.
This method makes cost codes available only for the project(s) they are added to.
Jump to: How to edit cost codes for your project
How to add cost codes to your project
This feature can also be accessed when creating a new project - after filling out the form, click on the Cost codes tab, then enter your cost codes.
- Select Projects from the left navigation drawer.
A list of your projects will display.
- Select the Cost Codes tab
- Click the "Add New" button.
Option 1: Enter cost codes Individually.
Enter the cost code and description, then click the Add Project Cost Code button to add one at a time.
Option 2: Upload / drag and drop a .csv document.
You can upload a .csv document that lists your cost codes and descriptions for the project.
! Blank rows may confuse our system.
Your cost codes are ready to use in this project!
Users can now select these cost codes from a drop-down list.
How to edit cost codes for your project
Follow the steps above to navigate to your cost codes.
To delete cost codes:
- Select the trash bin (delete) icon for each cost code you want to delete.
To edit cost codes:
- Delete the cost code and re-add it with the correct information.
Need help?
There are three ways to reach our Customer Success team:
- Send an email to [email protected]
- Phone or text us toll-free at 1-833-712-5021
- Chat with us using the chat bubble icon in our web and mobile apps