Unique Cost Codes

Importing and adding project-specific cost codes.

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Dashboard > Select a Project > Project Settings > Lists > Cost Codes


Unique cost codes provide a way to assign project-specific codes for better tracking and organization of project expenses.

  1. From the Dashboard, select the project for which you want to add unique cost codes. Once inside the project, navigate to the project settings.

  2. Within the project settings, select the "Lists" module and then the "Cost Codes" tab. Click on the "Add Code" button to create a new cost code. Upon clicking, a drop-down menu will appear, giving you 4 options, but if creating a unique code, choose between "Add Unique Codes - Time Card Codes, Equipment" and "Add Unique Codes - Purchase Order, Materials".

  3. Choose the appropriate option based on the type of cost codes you wish to add.

  4. After selecting the code type, you can proceed to add the unique cost codes. Enter the desired code and provide a brief description. Once you have added a unique code to the project, the "Unique" column value will be checked (true) to indicate its uniqueness.

Did this answer your question?