Add Cost Codes to Submittals

OBJECTIVE

To Add a Cost Code to a Submittal in ConstructionOnline

BACKGROUND

ConstructionOnline's Cost Code system ties numerous features together based on the type of work being completed, boosting visibility for each division cost and allowing you to stay organized and informed throughout the construction process.

THINGS TO CONSIDER

  • Submittal creators must be a Company Employee.
  • Submittals must be associated with an existing project.

STEPS TO ADD A COST CODE TO A SUBMITTAL

  1. Navigate to the desired Project via the Left Sidebar
  2. Click the Communication tab
  3. Select the Submittals category
  4. Right-click on the desired Submittal
  5. Select Edit Submittal
    1. This will open the Edit Submittal window
  6. Begin typing in the Cost Code field
    1. A dropdown will appear displaying all of the Cost Codes that match your search for you to select from
  7. Choose the desired Cost Code
  8. Click Save Submittal 

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.