Adding Cost Codes to a Project in Ontraccr

🧾 Adding Cost Codes to a Project in Ontraccr

📘 Overview

Once cost codes are set up in your Global list or Templates, the next step is to assign them to specific projects. Ontraccr offers multiple ways to do this — whether you're building from scratch, reusing templates, or editing an existing job.

Cost codes must be added to a project before they can be used for budgeting, time tracking, invoice allocation, or progress monitoring, unless you have “Enable Global Cost codes for Projects” enabled in settings.

🛠️ Where You Add Cost Codes

Cost codes are added to projects in Step 3 of the project setup flow:

• During project creation, this is the third step
• You can also edit an existing project and navigate to Step 3

🧭 Step-by-Step: Adding Cost Codes to a Project

Step 1: Go to the Projects Page

• Click Projects from the sidebar
• Create a new project or click Edit on an existing one

Step 2: Navigate to Step 3 (Cost Codes)

• You’ll see a toggle: Cost Codes Required
• Enable this toggle to begin adding cost codes

Step 3: Choose How to Add Codes

You have 3 options:

➕ Option 1: Add New Code (Project-Specific)

• Use this if the cost code is unique to this job
• Click Add New Code
• Fill out the cost code slider (same fields as Global Cost Codes)
• Save → the code is created and linked to this project only

🌐 Option 2: Add from Global Cost Codes

• Click Add Global Code
• Select any codes from your company-wide list
• Submit → selected codes will now appear on the project

📂 Option 3: Apply a Costing Template

• If no cost codes have been added yet, the Apply Costing Template button will be visible
• Choose a pre-saved template (e.g., “Residential” or “Commercial”)
• All cost codes from that template will be added automatically

📌 If you've already added codes manually, this button is disabled. You’ll need to remove all current codes to re-enable it.

🧱 Categorization Layout

After adding codes, you’ll see them organized into four sections:

• Labor
• Material
• Overhead
• Equipment

This is based on the category selected during code creation.

🧠 Tips

• New + Global can be combined. For example, add most codes from the global list, then supplement with a few project-specific entries
• Use templates to standardize setup across similar jobs
• You can edit or remove codes after adding them