Viewing and Managing Cost Codes and Equipment in Project View Mode

📋🚜 Viewing and Managing Cost Codes and Equipment in Project View Mode Overview
 

After you’ve assigned Cost Codes and Equipment to a project, you can view, interact with, and manage them easily in Project View Mode — without needing to edit the full project.

🎯 Why Manage Cost Codes and Equipment After Setup?

• Monitor cost code assignments at a glance.
• Track equipment usage, details, and movement.
• View financial and time tracking links to cost codes and equipment.
• Forecast needs and identify issues early.

🧩 Viewing and Managing Cost Codes

Inside the Cost Codes tab:

📄 What You See

• A list of all Cost Codes assigned to the project.
• Organized into categories:
  • Labor
  • Material
  • Overhead
  • Equipment

🛠️ Actions Available (View Mode)

View Cost Code Details:

• Name
• Description
• Category
• Linked Budget Amounts

No Editing in View Mode:

You’ll need to enter Edit Mode if you want to add or change cost codes.

🧠 Tip:

Use this view for budget reviews, cost tracking discussions, or progress meetings without risking accidental changes.

🚜 Viewing and Managing Equipment

Inside the Equipment tab:

📄 What You See

• List of all equipment assigned to the project.
• Key fields shown:
  • Equipment Name
  • Equipment History

🛠️ Actions Available (View Mode)

• Click on Equipment to open its full profile:
  • View detailed information (costs, notes, files).
  • See assigned cost codes.
  • Check forecasting dates (start/end onsite dates).
  • View history timeline (movements, status changes).
• Edit Equipment Details:
  • Inside the equipment profile, click Edit if needed (based on your permissions).

✅ Easily update info like maintenance status, new QR codes, or new assignments!

🧠 Tips & Edge Cases

Keep Forecast Dates Updated:

Especially important for large equipment — so teams know when to move resources.

Use Labels for Easier Searching:

Equipment labels (like "Heavy Equipment," "Electrical Tools") make tracking easier on big projects.

Project View Mode = Safe Viewing:

No risk of accidental changes — you can confidently explore without editing anything unless you deliberately go into Edit Mode.

Detailed History for Equipment:

Always check the History tab inside equipment profiles for a full audit trail!

✅ Example Scenario

You're managing a high-rise build:

• You quickly check that scaffolding equipment is properly assigned and forecasted for removal by July 15.
• You review Labor Cost Codes during a weekly budget meeting, ensuring nothing critical is missing.
• You click into the Excavator profile to verify the maintenance schedule and update notes after service.

All without needing to re-edit the main project!

🚀 Summary

Ontraccr’s Cost Codes and Equipment management in View Mode makes it easy to stay informed, track progress, and make smart decisions — all without disrupting your core project data.