Overview

Web-Only Feature: Cost codes can only be managed through the web version. 

Key Actions

✅ Add Cost Codes – Manually enter them or upload a CSV file.
✅ Edit Cost Codes – Delete and re-add to update details.
✅ Delete Cost Codes – Remove outdated or incorrect codes.



How to add cost codes to your project

This feature can also be accessed when creating a new project - after filling out the form.


1. Select Projects from the left navigation drawer. 
    A list of your projects will display.
   

2. Select the Cost Codes tab 
 

3. 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

To delete cost codes:

  1. 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: