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Cost Codes Dialog

 
This dialog is used to add lines featuring costs codes to records. To use this dialog:
 
See Responsive Dialog Formats for information about how this dialog adapts itself to varying screen sizes.
 
Cost Codes Dialog
1

DIALOG TOOLBAR

1. DIALOG TOOLBAR
Dialog Toolbar
2

GROUP TREE DROPDOWN

2. GROUP TREE DROPDOWN
The selection here determines how the cost codes tree is grouped. The default is "Category".
3

COST CODES TREE

3. 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. Or, check the box next to one or more cost codes and then click the button to send them to the table on the right.
4

DEFAULT FIELDS

4. DEFAULT FIELDS
Use this section to set defaults for the cost codes being added to the record.
5

INCLUDE NOTES CHECKBOX

5. INCLUDE NOTES CHECKBOX
If checked, notes for the cost code will be copied into the record.
6

DELETE BUTTON

6. DELETE BUTTON
Select one or more lines in the table and click this button to remove them.
7

COST CODES TABLE

7. COST CODES TABLE
Drag cost codes or groups from the tree on the left and drop them here.