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Add and Edit Project Cost Codes

Objective

To edit the existing cost codes or to add new cost codes to a Procore project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Admin tool.
  • Prerequisites:
    Before you edit or delete your project's cost codes, review Procore's standard list of cost codes here.
    • 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.
  • If your company has enabled the ERP Integrations tool:

Steps

Edit Project Cost Codes

  1. Navigate to the project's Admin tool.
  2. Under Project Settings in the right pane, click Cost Codes.
  3. Choose from these options:
    • Edit an Existing Code or Division
      1. Highlight the code or division. 
      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. 
      2. Click Delete
      3. At the confirmation dialog box, click OK to confirm the delete action.  

Add Project Cost Codes

  1. Navigate to the project's Admin tool.
  2. Under Project Settings in the right pane, click Cost Codes.
  3. Choose from these options:
    • If you want to copy all of the Standard Cost Codes from the company's Admin tool, click the Copy All Codes button at the top of the Standard Cost Costs list. This moves the standard cost codes to the Project Cost Codes list. 
      Or
    • If you want to manually create cost codes, Choose from these options:
      • Add a New Division
        1. Expand the project's folder (e.g., Procore General Contractors).
        2. Click Add Division.
        3. Enter a division's Code (e.g., 17) and Description (e.g., Lighting) in the Add Division box. 
        4. Click Create.
      • Add a New Subdivision
        1. Highlight the desired Division or Code (e.g., 17 Lighting)
          Note: If you highlight a code, this following actions will transform the code into a division. 
        2. Click Add Division.
        3. Enter the division's Code and Description.
        4. Click Create.
      • Add a New Code
        1. Highlight the desired division (or subdivision)
        2. Click Add Code.
        3. Enter the division's Code and Description.
        4. Click Create.
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Last modified
13:36, 6 Feb 2017

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