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Add Spectrum Standard Cost Codes to a Project

Objective

To add new standard cost codes to an ERP-synced project (e.g., Spectrum). 

Background

During the course of a construction project, new commitments and change orders are created, this may require the need to add new cost codes that were not originally part of the Project List of Cost Codes. As an project admin, a user can add standard cost codes to the project list of cost codes from the standard cost code list. The newly added cost codes will then be available on the project for use on financial line items. 

Things to Consider

Steps

Add Standard Cost Codes to a Project

  1. Navigate to the project's Admin tool. 
    This reveals the Admin page. 
  2. Under Project Settings, click Cost Codes.
    This opens the cost codes page. The area on the left shows the Spectrum Standard Cost Codes list and the Project Cost Codes in Procore are on the right side of the page. 
  3. In the list on the left, choose one of the following:
    • Click the Copy All Codes button to move all of the codes to the list on the right.  

      dcs-copy-all-codes.png

      OR
    • Highlight the desired cost code(s) and click Copy Selected Codes.

      dcs-copy-selected-codes.png

      This moves only the selected cost code to the project cost codes list.
      You have successfully added the Spectrum Standard Cost Codes to a project. 
  4. Continue with Send a Procore Project to ERP for Spectrum.
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