FINANCIAL: Adding a Phase Code

Scenario

• There is a cost code (aka phase code) that needs to be added to your project.

Question to Ask

• Is this a basic code that is part of our Brinkmann master list?
  • YES: Follow the process as outlined below
  • NO: Contact the accounting department to have the cost code added to your project.

Operations Steps - Creating a Cost Code from the BUDGET TOOL

1. Within your project, select the BUDGET tool.
2. Click "Create Budget Line Item" from orange boxes on the right.
3. Follow the prompts to create a new cost code, and associated cost type, for your project.
4. Click the "Re-send to ERP" button on the far left.
5. Email your project accountant that you just sent new cost codes over that will need to be accepted and what contract line items they need to be tied to.

If you're "Re-Send to ERP" is grey and you are unable to send, please reach out to Jared Cox or Miranda Hill.

Operations Steps - Creating a Cost Code from the COMPANY MASTER list

1. Go to Admin under Project Tools
2. Select Work Breakdown Structure from the right side of the screen under Project Settings
3. Under segments, select Cost Code
4. The list that pops up will be what is already tied to your job.  Click on + Cost Codes from Company at the top of the screen
5. Select the code(s) you want to add and click the orange Add button
6. Once you have added to your job, you can then go to your budget screen, add the budget code to your line items.  You will see the pop up like you got below, you will then select the code and what cost type you want to use for it. 
7. In order for the new codes to add into Vista, you will just need to resend it to the ERP