Default Cost Codes

Keeping a list of preferred cost codes, across all projects.

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

Dashboard > Settings > Cost Codes


In SiteMax, making your Cost Codes default will make them automatically available in all your projects. This is to provide a convenient and efficient way for teams to manage and apply a standardized set of Cost Codes to their projects. This guide will walk you through the steps to enable and disable Default Cost Codes in SiteMax.

Default Cost Codes are a feature that allows teams to create a reusable, set list of cost codes used on any given project. These codes can be applied in either Time & Equipment or Purchase Orders & Materials.

After you create cost codes, you have the option to make them default in all your projects.

Enabling Default Codes

  • From the Company Settings, click on the Lists tab and click on Cost Codes.

  • If there is just a single cost code you want to make default: click on the cost code name. Click on the check box Is default and hit Save

OR

  • If you'd like to make multiple cost codes default, check the check boxes of the desired cost codes then click the Actions drop-down menu and Set as Default Codes


Disabling Cost Codes for Specific Projects

In situations where you want to restrict the use of certain cost codes for a particular project, you have the option to disable them. Simply, go to the Company Settings > Lists > Cost Codes.

Select the codes you'd like to disable, then click the Actions drop-down menu and select Disable Cost Codes

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