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Procore

Import Cost Codes into your Project Level Admin Tool (Procore Imports)

Objective 

To import cost codes into your Project Admin tool with Procore Imports.

Background 

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? However, some companies and projects may have requirements that lead you to create a unique cost code structure. When that is the case, you can import custom cost codes into either the Company level or Project level Admin tool.

Many 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. 

Things to Consider 

Prerequisites 

  1. Prepare and format your cost codes for import. See Prepare Cost Codes for Import to the Procore Imports App.

Steps 

  1. In your Procore Imports App, on the "Companies & Projects" page, select the company and project you want to import cost codes into.
  2. Click Continue.
  3. Under the 'Cost Codes' section, click Add New Cost Codes. 
  4. Choose from the following options:
    • Save & Open Blank Template: Select this option to open, fill out, and save an Excel template for your cost codes. See Prepare Cost Codes for Import to the Procore Imports App
    • Skip this step: Select this option to upload a completed XLSX or CSV file of your cost codes to Procore.
  5. Choose Select Template File to upload an XLSX or CSV file of cost codes from your local device.
  6. Click Process.
  7. Review your cost codes.
    Notes: 
    • If there are any errors in the import, a list of the errors will be provided. You can then "Save Errors to continue" to download a copy of the errors to compare against your original import file.
    • If you attempt to import a cost code that already exists, you will be asked whether or not you want to overwrite the existing cost code with the import's information.
  8. Choose from the following options:
    • Save records to computer: Select this option to save your records as an XLSX or CSV and return to complete the import process at another time.
    • Import to Procore: Select this option to proceed with the import process.
  9. Confirm your decision to import your cost codes list by typing your project's name in the text field and clicking Proceed.
  10. Click Finish.