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Export the Company Standard Cost Code List

Objective

To export the Standard Cost Code List to the CSV file format 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. 

You can also export a list of your company's Standard Cost Codes to the CSV file format using the Steps below.

Things to Consider

  • Required User Permission:
    • 'Admin' on the company's Admin tool.
  • Supported File Formats:
    • The export process only supports the Comma Separated Values (CSV) file format. 
  • Limitations:

Steps

  1. Navigate to the company's Admin tool.
  2. In the right pane, under the 'Administrative Settings' menu, click Cost Codes
  3. Next to the 'Export Cost Code List As' label, click CSV
    This downloads a file named 'company_cost-codes.csv' to your computer's default download directory. Typically, this is your computer's Downloads folder. However, your computer's settings may be different. 
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Last modified
09:34, 12 Aug 2016

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