Add a Cost Code to a Checklist Item Issue

Categorize project costs by assigning Cost Codes to individual Item Issues on a construction checklist

BACKGROUND

Using ConstructionOnline's powerful project tracking tools, construction companies can easily create, organize, and manage construction checklists for construction projects. ConstructionOnline™ Company Users can build out detailed, comprehensive Checklists with individual Items and additional sub-tasks or details known as Item Issues. To guarantee costs are effectively tracked & recorded throughout the project, ConstructionOnline Company Users can also assign Cost Codes to Item Issues. 

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 an Item Issue, 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 ISSUE

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 desired Checklist to open it.
   1. If the Checklist is stored within a Folder, drill down to the specific Checklist by clicking on & opening the relevant Folder(s). 
4. Right-click on the Item Issue, then select Edit Item Issue. 
5. Locate the Cost Code text box.
   1. As a reminder, Cost Codes cannot be added to Item Issues 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 Item Issue.

VIDEO WALKTHROUGH

ADDITIONAL INFORMATION

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