1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > Admin > Tutorials > Change Cost Code Description at the Project Level

Change Cost Code Description at the Project Level

Objective

To change cost code descriptions at the project level.

Background

When a new project is created in Procore, it inherits its cost codes (e.g. 200 Metal Joists) from the Company level. However, project managers may want to change the description of a cost code to use a more project-specific label (e.g. 200 Metal Joists and Bearers) to prevent confusion around which cost codes should be used on a project.

Things to Consider

  • Required User Permissions:
    • To edit project cost codes, 'Admin' on the project's Admin tool.
      OR
    • To 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
  • Additional Information:
    • When you create a new project, it inherits its cost codes from the Company level. Any future changes to cost codes at the Company level are not automatically applied to the Project level.
    • For cost codes that are inherited from the Company level, you can only change the description of a cost code at the Project level; you cannot change the cost code number. However, if you create a new project-specific cost code at the Project level (denoted with blue text), you can change both the cost code number and description.

Steps

  1. Go to a project's Admin tab.
  2. Click the Cost Codes option under the "Project Settings" section.
  3. Select a cost code.
  4. Click the Edit button.
  5. Enter a new description.
  6. Click Update.

    costcodechange2015-05-27_14-07-28.png
     
  7. Verify the change.

    costcodematch.png

 


You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.