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Change Cost Code Description at the Project Level

Objective

To change cost code descriptions at the project level.

Background

When a new project is created in Procore, it inherits its cost codes (e.g. 200 Metal Joists) from the Company level. However, project managers may want to change the description of a cost code to use a more project-specific label (e.g. 200 Metal Joists and Bearers) to prevent confusion around which cost codes should be used on a project.

Things to Consider

  • Required User Permissions: 'Admin' at the Project level Admin tab.
  • When you create a new project, it inherits its cost codes from the Company level. Any future changes to cost codes at the Company level are not automatically applied to the Project level.
  • For cost codes that are inherited from the Company level, you can only change the description of a cost code at the Project level; you cannot change the cost code number. However, if you create a new project-specific cost code at the Project level (denoted with blue text), you can change both the cost code number and description.

Steps

  1. Go to a project's Admin tab.
  2. Click the Cost Codes option under the "Project Settings" section.
  3. Select a cost code.
  4. Click the Edit button.
  5. Enter a new description.
  6. Click Update.

    costcodechange2015-05-27_14-07-28.png
     
  7. Verify the change.

    costcodematch.png

 


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Last modified
09:41, 12 Aug 2016

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