Skip to main content
Procore

Add and Edit Company Cost Codes

Objective

To add or edit cost codes using the company's Admin tool. 

Background

The Company and Project Level Admin tools include a 17 Division cost code structure that aligns with the CSI MasterFormat. You can manually add, edit, or delete the codes on this list. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the company's tool.
  • Additional Information:

Steps

Add Standard Cost Codes

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Under "Project Settings," click Cost Codes.
  3. Choose from these options:

Add a New Division

  1. Expand your company's top-level folder (e.g., Nelson General Contractors).
  2. Click Add Division.


     
  3. In the 'Add Division' window, do the following:
    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.


  4. Click Create.
    This adds the new division to the list. 

Add a New Code to a Division

  1. Highlight the desired Division (e.g., 18 Lighting). 
  2. Click Add Code.


     
  3. In the 'Add to' window, do the following:
    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.


      For example, enter 050 Outdoor


       
  4. Click Create.
    This adds the new code to the selected division.

Transform a Code into a Subdivision

  1. Highlight an existing Code within an existing Division (e.g., highlight the 050 Outdoor code in the 18 Lighting division). 


     
  2. Click Add Code.


     
  3. In the 'Add Division' window, do the following:
    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.

      For example, enter 40 Transformers.
  4. Click Create.
    This transforms the existing code (e.g., 050 Outdoor) into a subdivision and then places a new code (e.g., 40 Transformers) into the subdivision as shown below.

Edit Standard Cost Codes

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. In the right pane under 'Administrative Settings', click Cost Codes.
    This opens the Edit Standard Cost Code page.
  3. Choose from these options:
    • Edit an Existing Code or Division
      1. Highlight the code or division in the list.
      2. Click Edit
      3. Change the Code and/or Division entry.
        Note: All division and cost codes must have a unique number. Duplicate codes are not permitted. 
      4. Click Update.
    • Delete an Existing Code or Division
      1. Highlight the code or division in the list.
      2. Click Delete
      3. At the confirmation dialog box, click OK to confirm the delete action.  

See Also

  • Was this article helpful?