Import Cost Codes from CSI MasterFormat

Modified on Tue, 3 Mar at 11:12 PM

Linarc maintains a master cost code list in line with the Construction Specification Institute (CSI) 50 division MasterFormat. The list contains the categories and tasks assigned with codes in a hierarchical tree structure. You can add categories and task items to your cost code list by just selecting the items from the master list.

To import cost codes from CSI MasterFormat

Open the 'Cost Code' screen
Click the ‘+Add from CSI codes’ button on the top right

The master list opens with all available categories:

Tip:
Use the 'Search' box at the top to search for items using their names or codes.

Click the right arrow beside a category code to view the list of tasks in that category.
Select the tasks using the checkboxes on the left.

Click ‘Add Selected.’

The items are included in your company cost code list and are auto-added with color codes. You can change these color codes as required.

Edit the task type, cost type, cost attribution and other parameters for the imported items as required. Modifying the entries is similar to adding new items manually. See Add Cost Codes Manually for more guidance.
Repeat the process to add more cost codes from the CSI MasterFormat.

Change the Color Code of a Cost Item

You can reassign a color to a cost code for easy identification of tasks and deliverables corresponding to that code.

Click the color dot at the left in the row of the line item to open the color picker.

There are two ways in which you can specify a color code:

1. Color picker

Drag the slider in the color spectrum bar to select the hue
Drag the circle in the color field to select the shade
Drag the slider in the opacity bar to set the color transparency level
The color coordinates of the chosen color are auto-populated in the text box at the bottom

2. Color coordinates

Click the arrows at the bottom right repeatedly to switch between HEX, RGBA, and HSLA input modes
Enter the HEX, RGBA, or HSLA value of the color you want to assign to the item

Search, filter, and sorting options

The Cost Codes screen provides several tools to help you find and organize your data:

Sort: Hover over any column header and click the sort iconto organize rows in ascending or descending order.
Search: Use the search box at the top left to quickly find specific codes using any value from the table.
Customize Columns: Right-click a column header to change the display and order of the columns.
Advanced Views: Use the options at the top right to filter entries, create nested groups, and manage custom views.

Download the Cost Code list

Click thebutton at the top right of the screen to save a local copy of the list in Excel format. This is useful for offline sharing and record-keeping. See Download List Views and Logs in Excel Format for more details