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Procore

Request a Cost Code Import

IMPORTANT! In order to protect the integrity of your company’s data, Procore Employees are restricted from modifying the data that clients submit in all Procore Import Templates. This restriction applies to all data modifications, including correcting typographical errors. If Procore determines that errors are present in any Procore Import Template that you submit to Procore, it will be returned to you for correction. Please note that the import process may take up to 72 hours to process.

 

Objective

To submit a request to import cost codes to the Company or Project level Admin tool.

Background

If your company or project requires a unique cost code structure, you can import custom cost codes into either the Company level or Project level Admin tool. Some companies design their cost code structure to align with the CSI MasterFormat. Other companies decide to implement a cost code structure that is unique to their industry, organization, or project environment. Regardless of the structure, you can submit a request to have a Procore representative import the custom cost codes for you. 

Note: The Company and Project Level Admin tools include a 17 Division Cost Code Structure that aligns to the CSI MasterFormat. See What are Procore's Default Cost Codes?

Things to Consider

  • Required User Permission:
    • To request a cost code import for a project, 'Admin' level permissions on the project's Admin tool.
  • Prerequisites:

Steps

  1. Send an email to imports@procore.com
  2. Attach the completed cost code import template to your email message. 
  3. When your request is received, your Procore point of contact will ask you to ensure:
    • You have defined the number of levels in your company's cost code structure.
    • You have downloaded the appropriate cost code import template. 
      Note: Depending on the number of levels in your company's or project's cost code structure, you will need to download the appropriate cost code import template and follow the appropriate instructions. See Import Cost Codes to Procore.
    • You have updated the cost code import template and your data is prepared and formatted in compliance with the import requirements. 
  4. When the import requirements above are met, your Procore point of contact will perform the import process for you. 

See Also

 

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