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  • Delete Cost Codes – Remove outdated or incorrect codes.


Adding Cost Codes to a Project

  • You can add cost codes when creating a new project or to an existing project.
  • This feature can also be accessed when creating a new project, after filling out the form.


Step 1: Select Projects

From the left navigation drawer, select Projects. A list of your projects will appear.

Step 2: Select the Cost Codes Tab

Navigate to the Cost Codes tab within your project.


Step 3: Click "Add New"


    You have two options for adding cost codes:

     

    Option 1: Enter Cost Codes Individually

  1. Enter the Cost Code and Description.

  2. Click Add Project Cost Code to add each code one at a time.


    Option 2: Upload or Drag and Drop a CSV Document

  • Upload a .csv file containing your cost codes and descriptions.

  • The file only needs two columns: Cost Code and Description.

  • Important: Avoid blank rows as they may cause errors.


Once added, your cost codes are available for selection in the drop-down list when creating a PO.

Editing Cost Codes

    Tip: Editing requires deleting and re-adding the cost code.


To Delete Cost Codes:

Click the trash bin icon next to each cost code you want to remove.


To Edit Cost Codes:

  1. Delete the incorrect cost code.

  2. Add it again with the correct information.

 


Need help?

Reach out to our Customer Support team: