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Add NetSuite® Standard Cost Codes to a Project

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Objective

To add 'NetSuite® Standard Cost Codes' from the company-level to a 'Project Cost Codes' list in Procore.

Background

During the course of a construction project, users create commitments (a.k.a., purchase orders and subcontracts) and Commitment Change Orders (CCOs). This sometimes results in the need to add new cost codes to a Procore project. Adding new codes is a multi-step process:

  1. Create the new cost codes in Procore's NetSuite® Standard Cost Codes list, and assign default Cost Types in the ERP Integrations Tool's Std. Cost Codes & Cost Types tab.
  2. Follow the Steps below. 

Things to Consider

  • Required User Permissions:
    • To add or edit project cost codes:
      • 'Admin' on the project's Admin tool.
        OR
      • 'Standard' or 'Read Only' level permission on the Project level Admin tool with the 'Manage Cost Codes' granular permission enabled on your permissions template.
  • Prerequisites:
    • The ERP Integrations tool must be enabled on the project. 
    • The NetSuite® job must be added as a Procore project. See Add a NetSuite® Job to Procore.

Steps

Add Standard Cost Codes to a Project

  1. Navigate to the Project level Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' list, click the Cost Codes link.
  4. Click Cost Codes from Company. 
    btn-cost-codes-from-company.png
  5. In the 'Add Cost Codes to this Project' window, choose from these options:

    add-cost-codes-to-this-project.png
     
    • To copy all company cost codes to the project, click Select All. 
    • To select specific cost codes, type a code in the Search Cost Codes box and highlight the codes to add.
    • To choose cost codes, expand the desired segment items and highlight the segment items to copy. 
  6. Click Add. 

Update the Project Cost Code Cost Type Assignment

  1. Navigate to the project's Admin tool.
  2. Under Project Settings, click Cost Code Cost Type Assignments.
  3. Mark one or more checkboxes to assign the code to a cost type (or cost types) for every cost code in the list. 
    Notes:
  4. Click Save.

See Also