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This dialog is used to add lines featuring costs codes to records. To use this dialog:
Group the cost codes tree as you wish
Check or clear the Include Notes checkbox
Make selections in the Defaults section
Drag cost codes or groups from the tree on the left and drop them on the table on the right
Click the Save to Record or Save and Close button
Group tree at this level Dropdown The selection here determines how the cost codes tree is grouped. The default is "Category".
Cost Codes Tree A tree view of the cost codes for the project. Cost codes that have already been saved to the record, and are therefore unavailable to select again, appear grayed out. Click one or more costs codes or groups to select them and then drag them to the table.
Include Notes Checkbox
Defaults Section Use this section to set defaults for the cost codes being added to the record.
Delete Button Select one or more lines in the table and click this button to remove them.
Cost Codes Table Drag cost codes or groups from the tree on the left and drop them here.
Save to Record Button Clicking this button copies the cost codes in the table into the record, clears the table, and refreshes the tree.
Save and Close Button Clicking this button copies the cost codes into the record and closes the dialog.
Close Button Clicking this button closes the dialog without saving additional data to the record.
