You can use cost codes to budget and track cost in a project. A cost code represents a fixed activity or cost category.
You can use:
A cost code is always linked to a cost code standard. 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:
You can group cost codes for reporting and analysis purposes.
| Name | Responsible | Description |
|---|---|---|
|
Set up cost code standards |
Project manager |
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:
|
|
Set up cost code groups |
Project manager |
The number of cost codes in the system can be almost unlimited. However, for reporting or analysis it might be useful to group certain cost codes. For this purpose, a cost code group can be defined.
• The use of cost code groups is mandatory • The combination of cost code group + cost code standard is unique • The cost code groups are mainly used for reporting and analysis to subtotal member codes |
|
Set up cost codes |
Project manager |
Cost codes (or job codes) can be defined in the system to represent an internal or external code which is used to represent a fixed activity or cost category. Cost codes can be entered manually or can be imported using the standard Microsoft Dynamics AX tools or the Business Integration Solution (BIS). • Cost code can be based on an external standard or list. • Cost code can also represent an internal code which is used for reporting and analysis. • Cost code must be linked to a cost code standard. The combination of cost code and cost code standard is unique. |
|
Set default cost code standard and level |
Project manager |
If you want to use cost codes in your project quotations and projects, set the default cost code standard and default cost code level. You can change these defaults on a project quotation work breakdown structure. Note: If you change these settings on a project quotation work breakdown structure, and already cost codes are defined, these are lost. |
| Name | Responsible | Description |
|---|---|---|
|
Set up cost code standards |
Project manager |
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:
|
|
Set up cost code groups |
Project manager |
The number of cost codes in the system can be almost unlimited. However, for reporting or analysis it might be useful to group certain cost codes. For this purpose, a cost code group can be defined.
• The use of cost code groups is mandatory • The combination of cost code group + cost code standard is unique • The cost code groups are mainly used for reporting and analysis to subtotal member codes |
|
Set up cost codes |
Project manager |
Cost codes (or job codes) can be defined in the system to represent an internal or external code which is used to represent a fixed activity or cost category. Cost codes can be entered manually or can be imported using the standard Microsoft Dynamics AX tools or the Business Integration Solution (BIS). • Cost code can be based on an external standard or list. • Cost code can also represent an internal code which is used for reporting and analysis. • Cost code must be linked to a cost code standard. The combination of cost code and cost code standard is unique. |
|
Set default cost code standard and level |
Project manager |
If you want to use cost codes in your project quotations and projects, set the default cost code standard and default cost code level. You can change these defaults on a project quotation work breakdown structure. Note: If you change these settings on a project quotation work breakdown structure, and already cost codes are defined, these are lost. |
| Related to | Notes |
|---|---|
|
Set up cost codes |
