The Cost Code Interface

Modified on Sun, 1 Mar at 2:05 PM

The Cost Codes screen is the central hub for building and managing your company’s master library of project cost items. Properly configuring this master list ensures accurate financial tracking across all your budgets, estimates, schedules, and timesheets.

To populate your master list, Linarc offers three flexible methods:

Import from the industry-standard CSI MasterFormat: Quickly browse, select, and import divisions and cost items directly from the Construction Specifications Institute's universally recognized classification system.
Add items manually: Create highly customized codes one by one, tailored to your specific operations, such as T&M work or non-production field activities.
Import from a spreadsheet: Save time and eliminate manual data entry by uploading your entire existing master list in bulk using a formatted Excel file.

These methods also allow you to configure Quantity-Specific Tasks for highly precise estimating and progress tracking. This feature lets you create distinct, measurable codes for the exact same activity performed at different scales—such as assigning one cost code for pouring 2,500 sq. ft. of concrete and a completely different code for 3,500 sq. ft.

Use the following links to learn more:

View Cost Code List
Remove Items from the Cost Code Master List

View Cost Code List

Log in to the company management console
Click ‘Cost Codes’ on the top

The 'Active' screen opens by default showing all available cost codes and items.

Click 'Active' on the left to return to this screen if you are in a different screen in the 'Cost Codes' menu

Column descriptions:

Color Code: The color assigned to the cost item for easy visual grouping and identification.
Cost Code: The unique identifier or CSI code. Entering this code into financial documents (like budgets or estimates) will automatically populate the associated task details.
Task Name: A short, descriptive label for the cost item.
Task Type: The category of the work (e.g., ADMIN, OFFICE, FIELD, T&M, or Recurring Cost).
Cost Type: The classification of the expense. Can be Fixed (predefined allocation) or Variable (changes based on usage or conditions).
Cost Attribution: How the cost is allocated. Can be Direct (project-specific, like materials, labor, and equipment) or Indirect (overhead, miscellaneous, and subcontractors).
Quantity: The amount of work done or deliverables achieved (Applies only to Quantity-Specific Tasks).
Effort: The labor required to complete the specified quantity (Applies only to Quantity-Specific Tasks).
Unit: The unit of measurement for the quantity (Applies only to Quantity-Specific Tasks).
Status: Indicates whether the cost code is currently active or inactive.
Remove: An action button to temporarily remove the cost code from your active company list.

You can add and remove categories and task items to your cost code list anytime.

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

Use the links below to jump to the section you need help with:

Remove Items from the Cost Code Master List

Open the 'Cost Codes' interface
Find the required task by typing the task name or Cost code in the search bar on the top.
Click the 'Remove' button in its row.

The cost code is temporarily removed from your company task code list.