Add Cost Codes Manually

You can add the items individually by specifying the code, task name, and other parameters manually from scratch. This is also helpful if you add custom task items to the list already created by importing from the CSI MasterFormat or using a spreadsheet file.

To create the list from scratch

• Open the 'Cost Code' screen
• Click '+Add Row' at the bottom. Each time you do, a new blank row will be added to the bottom of the table.
• Each line in the table should contain one task entry. 
• Enter the values for the tasks under the following column headers. 
  • Cost Code - The unique cost code associated with the category/task. Entering the cost code will auto-populate the task name and details/parameters in the WBS set up in the project management portal.
  • Task name - The label of the task, shortly describing it.
  • Task Type- The nature of the work performed. The permitted values are 'ADMIN,' 'OFFICE,' 'FIELD, ' T&M,' and 'Recurring Cost.'
  • Cost type- The classification of expenses associated with a task. Useful if the code is specific for a cost category like 'Material,' 'Labor,' 'Equipment,' 'Overhead,' etc. The permitted values are 
    • Fixed- Predefined cost allocation
    • Variable- Changing cost based on usage or condition
  • Cost Attribution- Type of cost allocation to the task. Useful if the code is specific for a cost category like 'Material,' 'Labor,' 'Equipment,' 'Overhead,' etc. The permitted values are
    • Direct - For project-specific costs, including materials, labor, and equipment costs
    • Indirect - For overhead costs, miscellaneous expenses, and subcontractor costs
• The next three parameters are useful if the code for a specific work package or deliverable 
  • Quantity - The amount of work done. 
  • Effort - The labor involved to get a specified amount of work done.
  • Unit - The measurement unit by which the amount is measured.
  • Status- The current status of the cost code, whether active or inactive.

• Click '+Add Row' to add more line items.
• Click 'Save' to save your draft. You can edit the values before submission.

Enter the task type for each item manually. The permitted values are 'ADMIN,' 'OFFICE,' 'FIELD, ' T&M,' and 'Recurring Cost.'

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.

• Click 'Import' > 'Create' > 'Add Row' and repeat the process to add more items anytime.
• Change the color code to the cost codes as mentioned here.

Search, filter, and sorting options:
Use the 'Search' box located at the top left to find a template using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views
Hover over a column header and click the  icon to sort the rows in ascending or descending order of entries in that column
Download the File list
Click the 'Download' button at the top-right to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Download List Views and Logs in Excel Format to learn more