Add Cost Codes to Client Selections

OBJECTIVE

To add Cost Codes to a Client Selection in ConstructionOnline

BACKGROUND

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

THINGS TO CONSIDER

  • Cost Codes can only be used if the current project has a Cost Code List assigned.
  • Cost Codes are Project specific, if duplicating, the assigned Cost Codes will only transfer if they share the same Cost Code List.

STEPS TO ADD A COST CODE TO A CLIENT SELECTION

  1. Navigate to the desired Project via the Left Sidebar
  2. Click on the Financials Tab
  3. Select the Client Selections category
  4. Click the Selection name
    1. This will open the Edit Selection window
  5. Click in the Cost Code box
    1. Once you begin typing in the Cost Code field, a dropdown will appear displaying all of the Cost Codes that match your search for you to select from
  6. Choose the desired Cost Code
  7. Click Save Changes

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