Add a Cost Code to a Checklist Item

Track construction costs by assigning Cost Codes to individual items on a construction checklist

BACKGROUND

With ConstructionOnline's powerful Checklist software, construction pros can create & manage detailed construction checklists with ease and efficiency. ConstructionOnline™ Company Users can build out the specifics of their construction Checklists with individual Items—resulting in detailed, comprehensive lists for safety inspections, quality assurance, and other best-practice construction processes. To improve division cost visibility and keep costs organized throughout the project, ConstructionOnline Company Users can also assign a Cost Code to individual Checklist Items.

This article contains the following sections:

1. Prerequisites
2. Step-by-step instructions
3. Video walkthrough
4. Additional information

PREREQUISITES

• To add a Cost Code to a Checklist Item, a Cost Code List must be assigned to the Project. 
  • Only Company Admin Users or the Project Creator can add a Cost Code List to a Project.

STEPS TO ADD A COST CODE TO A CHECKLIST ITEM

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Project Tracking tab, then choose the Checklists category. 
3. Click on the Checklist that contains the specific Checklist Item.
   1. If the Checklist is stored within a Folder, drill down to the specific Checklist by clicking on & opening the relevant Folder(s). 
4. After locating the specific Checklist Item, right-click on the Item and select Edit Item.
5. Locate the Cost Code text box.
   1. As a reminder, Cost Codes cannot be added to Checklist Items if a Cost Code List has not been assigned to the Project. To add a Cost Code List within the Checklist, click the blue text "Assign here". 
      1. Only Company Admin Users or the Project Creator can add a Cost Code List within the Checklist.
         
         
6. Begin entering the corresponding Cost Code into the text box. As you begin typing, a dropdown menu with all corresponding Cost Codes will appear.
   
   
   
   1. 1. To make the entire Cost Code List appear in the dropdown menu, enter a single space in the Cost Code text box. 
7. Select the desired Cost Code.
8. Click the blue Save Changes button to finish adding the Cost Code to the Checklist Item. 

VIDEO WALKTHROUGH

ADDITIONAL INFORMATION

• Only one Cost Code can be assigned for each Checklist Item. 
• Permissions: Company Users must have permissions for Checklists set as "Can Create, Edit, & Delete" to add Cost Codes to Checklist Items. 
• ClientLink/TeamLink Access: ClientLink™ and TeamLink™ Users cannot view any information in relation to Cost Codes—including any Cost Codes assigned to Checklist Items.
• Mobile App: Company Users can add a Cost Code to a Checklist Item using the CO™ Mobile App. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Checklists can be found in the FAQ: Checklists article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.