Global Cost Codes in the Mobile App: View, Edit, and Add Company-Wide Codes

💼 Global Cost Codes in the Mobile App: View, Edit, and Add Company-Wide Codes
 

🧭 Introduction

The Cost Codes section in the Ontraccr mobile app gives users access to the global (company-wide) cost code list — the master list used across all projects. From here, users can view descriptions, create new codes, edit existing ones, and archive codes that are no longer in use.

This guide walks through how to manage global cost codes on the go, including how custom cost code fields behave on mobile.

📍 Where to Access Cost Codes

1. Tap “More” from the bottom nav bar
2. Tap “Cost Codes”

You’ll see a list of all cost codes configured globally in your account.

🔐 Access depends on permissions:

• View Cost Codes: Read-only access
• Manage Cost Codes: Full create/edit/delete access

📋 Viewing Cost Code Details

Tap any cost code to view:

• Code number (e.g., 0101)
• Name (e.g., Excavation)
• Description
• Category (Labor, Equipment, Material, Overhead)
• Hourly Rate (cost to the company)
• Hourly Billing Rate (rate billed to clients)
• Custom fields (if set up via web)

✏️ Editing a Cost Code

1. Tap a cost code
2. Tap the pencil icon (top-right)
3. Edit the following:

Required Fields:

• Cost Code Number
• Name
• Description
• Category
• Division

Optional Fields:

• Hourly Rate
• Hourly Billing Rate
• Custom fields (may include internal flags, client rate types, etc.)

1. Tap Save (top-right) to confirm your edits

➕ Creating a New Cost Code

1. From the main cost code list, tap the “+” icon (top-right)
2. Enter the same fields as above
3. Tap Save to add it to your global list

Once created, these cost codes become available in the web app and can be pulled into project-specific setups.

🗑️ Archiving Cost Codes

• Tap the trash bin icon beside a cost code (visible only if you have manage permissions)
• This will archive the code (not delete it permanently)

Permanent deletion is only available from the web app

❓ Help Icon

Tap the question mark icon (top-right) to open a help overlay, which includes:

• Overview of the cost code list
• How to add, edit, and archive
• Field definitions and usage tips

🧰 Use Cases

• View descriptions before assigning a code to time or work
• Fix a typo or change billing rate from the field
• Add last-minute codes for special project needs

✅ Outcome

With mobile access to global cost codes, users can:

• Ensure accurate coding from the job site
• Fix or update codes without waiting for web access
• Add missing entries on the fly
• Maintain billing accuracy with up-to-date rates