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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 16 Division Cost Code Structure that aligns with the CSI MasterFormat. You can 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:
    • Before you edit or delete your companies cost codes, review Procore's default list of cost codes. See What are Procore's Default Cost Codes?
    • If you decide that you would like to import a whole new list, see Import Custom Cost Codes and Divisions, which will give you steps to bulk import a new set of cost codes and divisions.
    • If you would only like to edit or delete a few cost codes or divisions, see the steps below.

Steps

Add 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 List page.
  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.  
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Last modified
14:38, 19 Oct 2017

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