Add a Cost Code to a Punch List Item Issue

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

BACKGROUND

ConstructionOnline's powerful construction project management software provides companies with effective ways to create, organize, and manage construction Punch Lists. ConstructionOnline™ Company Users can build out detailed, comprehensive Punch Lists with individual Items and additional sub-tasks or details known as Item Issues. To make sure costs are being 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 PUNCH LIST ITEM ISSUE

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Project Tracking tab, then choose the Punch Lists category.
3. Click on the desired Punch List to open it.
   1. If the Punch List is stored within a Folder, drill down to the specific Punch List 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 Punch List, click the blue text "Assign here". 
      1. Only Company Admin Users or the Project Creator can add a Cost Code List within the Punch List.
         
         
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 Punch Lists 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 Punch Lists can be found in the FAQ: Punch Lists 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.