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Add QuickBooks Standard Cost Codes to a Project

Objective

To add 'QuickBooks 300 CRE Standard Cost Codes' at the Company level to a 'Project Cost Codes' list in Procore.

Background

During the course of a construction project, commitments, and commitment changes orders get created. When this happens, the need to add new cost codes to the Procore project might arise. When you create new cost codes in your integrated ERP system, they are synced with Procore's company level cost codes. You can then use the steps below to copy all the new codes to your Procore project. 

Things to Consider

  • Required User Permissions:
    • To add or edit project cost codes, 'Admin' on the project's Admin tool.
      OR
    • To add or edit project cost codes as a user with 'Standard' or 'Read Only' level permission to the project's Admin tool, the 'Manage Cost Codes' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template
  • Prerequisites:
  • Limitations:
    • When the ERP Integrations tool is configured for QuickBooks, cost types are NOT utilized in Procore. This is because QuickBooks does not support the 'Cost Types' concept. It is also important to note that QuickBooks 'Classes' are not equivalent to Procore 'Cost Types'.

Steps

Add Standard Cost Codes to a Project

  1. Navigate to the project's Admin tool. 
    This reveals the 'General Project Information' page.
  2. Under 'Project Settings', click Cost Codes.
    This reveals the 'Project Cost Codes' page. The area on the left reveals the 'QuickBooks Standard Cost Codes' list.
  3. In the list on the left, choose one of the following:
    • Click Copy All Codes. This moves all of the 'QuickBooks Standard Cost Codes' at the Company level (i.e., the cost codes that have been synced with QuickBooks) to the 'Project Cost Codes' list in Procore.
      OR
    • Highlight the desired cost code(s) in the 'Standard Cost Codes' list on the left. Then click Copy Selected Codes. This moves only the selected cost code(2) to the 'Project Cost Codes' list in Procore. 



      You have successfully added the Company level 'QuickBooks Standard Cost Codes' to 'Project Cost Codes' list. 
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Last modified
10:51, 28 Aug 2017

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