---
title: "Cost Code Templates in Ontraccr"
url: "https://help.ontraccr.com/en/article/cost-code-templates-in-ontraccr"
language: "en"
last_updated: "2025-08-22T18:05:33.094Z"
---

# Cost Code Templates in Ontraccr

## 🧾 **Cost Code Templates in Ontraccr**

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### 📘 **Overview**

**Cost Code Templates** in Ontraccr allow you to save pre-configured sets of cost codes for reuse across projects. This dramatically speeds up project setup — especially for businesses that run similar job types (e.g., Residential vs. Commercial vs. Service).

Instead of manually adding cost codes each time, you can apply a template and auto-populate a project with a ready-made list of codes.

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### **🧩 Where to Manage Templates**

1.  Go to **Settings**
2.  Click **Customization**
3.  Choose **Job Costing**
4.  You’ll find the **Templates** section here
    -   Create, name, and edit templates
    -   Assign specific cost codes to each one

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### **🛠️ Creating a Cost Code Template**

1.  Navigate to **Settings > Customization > Job Costing**
2.  Click **Add Template**
3.  Enter a **template name** (e.g., "Residential", "Service", "Multi-Unit")
4.  Select the **subset of cost codes** to include
5.  Save

✅ Templates are **division-aware** — ensure you're including the correct division’s cost codes.

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### **🧪 Applying a Template to a Project**

You can apply a template:

-   During **project creation (Step 3: Cost Codes)**
-   When **editing an existing project**

**Steps:**

1.  In the Cost Codes step, click **Apply Costing Template**
2.  Choose your saved template
3.  On selection, the project will be populated with the full set of cost codes from the template

📌 Note:

-   If any cost codes have already been added to the project, the **template option is disabled (grayed out)**
-   To use a template in that case, first **remove all existing codes**, then apply the template

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### **🧠 Use Cases**

Standardize cost tracking for common job types

e.g. Residential jobs always use: “Rough-In,” “Drywall,” “Fixtures,” “Paint”

Apply industry-specific logic (e.g. service dispatch vs. construction)

Cut down setup time across large teams or departments

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### **🔧 Modifying Template-Added Cost Codes**

After applying a template:

-   You can still **add or remove individual cost codes**
-   Templates provide a starting point, but you can customize per project as needed