Table Type: Cost Codes – Budgeting, Billing, and Project Allocation
📄 Table Type: Cost Codes – Budgeting, Billing, and Project Cost Allocation
The Cost Codes Table allows users to select project cost codes, allocate budget amounts, and directly update project cost tracking through workflows. Whether you’re building an estimate, logging billables, or adjusting project budgets, this table brings financial control into your forms.
💼 What Is the Cost Codes Table?
This table field pulls from your company’s Cost Codes database and is typically used in forms like:
- Budget allocation forms
- Estimates or quotes
- Invoices
- Field logs that track billable or coded work
🛠 How to Add a Cost Codes Table
- In Step 2: Fields, click ➕ Add Field
- Select Table → Choose Cost Codes from the Data Type
- Add required columns, define project logic, and configure edit permissions
📊 Available Columns
| Column | Description |
|---|---|
| Project | Project to which the cost code applies |
| Cost Code | Code selected from that project's list |
| Amount | Dollar value or quantity being allocated |
📝 Currently, selecting a cost code requires a project to be selected first.
🚧 Project Selection Requirement
⚠️ Important: The Cost Code selector only works when a project is selected.
Options:
- Add a Project field to your form (Choose One/More)
- Or hard-code the project in the Preload Settings
Without this, the cost code list will remain empty.
➕ Entry Methods
- Add Row – Opens the project selector → then cost codes available for that project
- Preload Table Rows – Optional setup to preload common project/code combos
⚙️ Table Settings
| Setting | Function |
|---|---|
| Required Columns | All columns must be filled in before submission |
| Prevent Edits | Locks preloaded rows |
| Preset Table Selections | Populate table with predefined rows |
| Hide in PDF | Useful for hiding internal-only costing logic |
🔁 Workflow Integration
The Update Costs workflow step can use this table to:
- Update project budgets with the submitted cost code amounts
- Automatically sync form data with your cost tracking module
🧠 Use Case Examples
| Use Case | Setup |
|---|---|
| Estimating labor cost per task | Show: Project, Cost Code, Amount |
| Budgeting per project phase | Add: Project dropdown + preset codes |
| Invoicing against project codes | Use: Cost Codes table + billing rate table |
| Updating cost tracking | Pair with Update Costs workflow step |
| Billing log with internal values only | Hide “Amount” in PDF for client versions |
📌 Tips & Gotchas
- 📌 Always add a project selector to support code filtering
- 🔄 Preload table for faster entry when same codes are reused
- 🔐 Hide “Amount” in PDF if you don’t want clients to see internal allocations
- 📉 Works best when paired with workflow automation for budget updates