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.


  1. Select Projects from the left navigation drawer. 
    A list of your projects will display.
     
  2. Click the pen icon on the far right of your project. 
     
  3. Select the Cost Codes tab above the project form. 
     
  4. Enter cost codes. 

    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:

  1. Select the radio box for each cost code you want to delete. 
     
  2. Click Delete, located on the top-left of the cost code list. 


 

To edit cost codes:

  • Delete the cost code and re-add it with the correct information. 

 

 

Tips and tricks for success 

  • Are your cost codes time-consuming to enter? We are happy to help. Send them to us at support@quotetome.com! 



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