Can I Add a Cost Code to My Project?

  • Yes, but it depends on your role permissions and whether or not the project is integrated.

For Field Users:

  • If you're in the field, you cannot add cost codes yourself. Please contact your company admin for help.


For Admins:

  • Integrated Projects (imported from Vista Viewpoint, Procore, QuickBooks):
    • You cannot manually add cost codes in QTM. Instead, add the cost code in your ERP system.
    • Make sure the cost codes active, budgeted, and the cost type is not being filtered out from QTM.
    • If the cost code(s) meet these requirements they should sync into QTM automatically.

Notes:

  • The budget can be $0, as long as it is assigned a budget
  • Procore specific: cost codes can sometimes lag; Admins can trigger a manual sync under the cost code section of the project page. Click once and give it ~10 minutes.
  • If the cost code(s) still do not sync, please double check them in your ERP, and/or reach out to QTM support.


  • For Non-Integrated Projects:

  • You can add cost codes directly on the Project Page under the Cost Code section.



Need help?

Reach out to our Customer Support team: