Set up cost code groups

Prev Next

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

Steps

  1. Go to Project management and accounting > Setup > Advanced project management > Cost code setup > Cost code group.

  2. Click Cost code group.

  3. Click New.

  4. In the Cost code group field, type a value.

  5. In the Description field, type a value.

  6. In the Cost code standard field, enter or select a value.

  7. Click Save.

  8. Close the page.