This page is used to create the structure of the cost codes used for each projects as well as to define the cost codes themselves. Cost codes can contain an unlimited number of segments, called Levels. Each project's cost codes can be unique or copied from another project.
You must use the Cost Codes Levels Table to first create a cost code structure and the possible values to be used in each level and then use the Cost Codes Cost Codes Table to define the cost codes themselves. Note that if one or more cost codes exists in the page the Cost Codes Levels Table can no longer be edited and levels cannot be added or deleted.
Select the project you wish to work on from the drop down list. The list shows all of the active projects in your portfolio plus one special project: "* Master *". The * Master * project doesn't exist as a record in Projects but it can be used here to create a cost codes template that you can use over and over.
Copy From Project Button - When you click the Copy From Project button the Select a Project dialog opens.The Select a Project dialog displays the active projects in your portfolio plus a special template project called "* Master *" (see Cost Codes Header Toolbar). Click on the project you wish to copy from. The dialog closes and the selected project's data is copied into the Cost Codes Table.
Note that if there are any lines saved in the Cost Codes table this button is hidden. You must delete all lines in the levels table to make the button reappear.
Inactive - Check this box to make this cost code inactive. Inactive cost codes do not display in Cost Code Field drop down lists and so cannot be added to records. The default is unchecked. Note that making a cost code inactive has no effect on transactions in which the cost code has already been used, it only prevents it from being added to additional records. Also, you can make inactive cost codes active again by unchecking this box at any time.
Cost Code Field - Read only. This is the combination of the IDs of the cost levels selected in the line, separated by dashes (-). The data in this field must be unique by project.
Category Field - Every level defined in the Cost Codes Levels Table will be represented by a column here. Select a level value for each field using the drop down lists.
Account Field - Values in this list are defined in Advanced Lists. This field can be used to store metadata about the level for use in custom queries and reports or for importing/exporting using one of the integration tools.
