A cost code is always linked to a cost code standard.

The combination of cost code and cost code standard must be unique. 

To each project quotation and related projects, one cost code standard can be linked.

You can do so on the project quotation work breakdown structure root node.

In a project quotation and the related projects, you can only use cost codes of the linked cost code standard.

Cost code standards are, for example, provided by these organizations:

  • CSI (Construction Specifications Institute).
  • NAHB (National Association of Home Builders).


Standard procedure

1. Go to Project management and accounting > Setup > Advanced project management > Cost code setup > Cost code standards.
2. Click Cost code standards.
3. Click New.
4. In the Cost code standard field, type a value.
5. In the Description field, type a value.
6. Click Save.
7. Close the page.
Related to Notes

Set up cost codes

 

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