Define Cost Codes

Contents

Cost code definitions enable Contract Management to interpret cost codes so that you can sort and display cost information flexibly in custom reports. For example, if the cost code 06 100 D represents direct costs (D) related to rough carpentry (CSI division 06 100), you need to define the components that make up this cost code.

To define cost codes:

1. Right-click on the top-level folder (All Projects) and choose Cost Code Definitions to open the Cost Code Definitions Dialog Box.
2. Click Add to open the Cost Code Definition Dialog Box to add a new cost code.

   Caution: Do not exit this dialog box by clicking the in the upper right corner of the dialog box. This will prevent anyone from using Contract Management until the service is restarted by an administrator. Click either Save & Close when finished, or Cancel.

3. Enter a name for the component of the cost code in the Definition Name field.
4. Enter a description of the component.
5. In the Start field, enter the start character's position in the cost code. This must be between 1 and 30.
6. In the Length field, enter the length of the cost code component. This must be between 1 and 30.
7. (Optional) To add cost code titles click Add.
8. In the Cost Code Title Dialog Box, enter a value and title for the cost code.
9. When finished, click either Save & Close or click Save & Add Another to add another cost code definition.