Project-Specific Cost Codes

🧾 Project-Specific Cost Codes

📘 Overview

While the Global Cost Codes page acts as a master library, the Project-Specific Cost Codes page shows only the codes actively in use within each individual project.

This page gives project teams a focused view of what cost codes are currently applied to a job, letting them manage budgets, track time, and assign expenses without being distracted by the full company-wide list.

📍 Where to Find It

• Navigate to the Cost Codes section in the sidebar
• Click on the Project-Specific tab beneath Global
• You’ll see a list of your current projects on the left
• Selecting a project displays only the cost codes that are being used within that job

🔄 How Cost Codes Appear in This Page

Cost codes appear in a project in any of the following ways:

✅ Added during project creation

• In Step 3 of project creation, you can enable the “Cost Codes Required” toggle
• Then add cost codes by:
  • Creating a new code from scratch (specific to that project)
  • Importing from the global list
  • Applying a pre-saved cost code template

✅ Added after project creation

• Edit an existing project
• Navigate to Step 3 – Cost Codes
• Add or remove codes as needed

📎 Project Cost Code Actions

Within the project cost code page:

• Create new cost codes: for job-specific tasks that don’t exist globally
• Import global codes: select from the full Global Cost Code database
• Apply costing templates: pre-saved bundles of cost codes tied to specific job types
  • Note: This option is disabled (grayed out) if any codes are already added
  • To re-enable it, remove all existing codes first

🧱 Why Project-Specific Cost Codes Matter

• They define what’s budgeted and trackable for that project
• They enable time tracking and form updates within that job
• They’re used in:
  • The Budget page (Step 5)
  • The Progress page
  • Time entries
  • Invoices and subcontract allocations

🧠 Tips & Use Cases

• If a project reuses the same codes often, create a cost code template and apply it
• If a code needs to vary between departments or companies, create separate versions using Divisions
• Any code added via time tracking (if global cost code selection is enabled) will automatically appear in the Project-Specific list