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Procore

Import Cost Codes into the Project level Admin Tool (Windows)

Objective

To import cost codes to a project in Procore with the Imports tool for Windows 10.

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. Regardless of the structure, you can submit a request to have a Procore representative import the custom cost codes for you. 

Things to Consider

  • Required User Permission: 'Admin' level permissions on the Project's Admin tool.
  • Additional Information:
    • This feature is only available on Windows 10 version 16299 or higher. See Download Procore for Windows 10 or Update the Windows App. If you do not have Windows 10 version 16299 or higher, reach out to your Procore point of contact or see Request a Cost Code Import.
    • Only files in CSV format that have been properly filled out are accepted by Procore's Imports tool. 
    • Important! Imported cost codes cannot be deleted; please carefully review your cost codes before importing them into to Procore.

Prerequisites 

  1. Prepare and format your contacts for import. See How do I prepare my contacts for the imports tool?

Steps

  1. In your Procore for Windows 10 App, select the project into which you want to import cost codes.
  2. Navigate to the Imports tool.
  3. Under 'Cost Codes,' select Add 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.
    • Skip this Step: Select this option to upload a completed CSV of your cost codes to Procore.
      Note: Only files in CSV format that have been properly filled will be successfully imported with Procore's Imports tool. See Save your Excel Template as a CSV file.
  5. Choose Select CSV File to upload a CSV file of cost codes from your local device.
  6. Review your cost codes.
    Note: 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. See image below:

    2019-02-07_11-13-37.png
     
  7. Choose from the following options:
    • Save these records: Select this option to save your records as a CSV and return to complete the import process at another time.
    • Upload to Procore: Select this option to proceed with the import process.
  8. Confirm your decision to import your cost code list by typing your project's name in the text box and clicking Proceed.
    Important! Imported cost codes cannot be deleted; please carefully review your cost codes before importing them into to Procore.

 

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