Cost codes are essential for accurately tracking the costs of various construction activities. Within the T&M module, you can set up and maintain a dedicated list of project-level cost codes specifically for T&M work. This helps project managers streamline the selection process, reduce errors, and ensure that only relevant codes are used in T&M tickets, leading to more precise cost tracking and better control over project finances.
- Company-wide T&M cost codes are maintained in a centralized master list.
- Project managers can select applicable codes from the master list to create a project-specific T&M cost code list.
- Only the selected codes will be available when field teams create T&M tickets.
- Limiting cost code options helps reduce errors and ensures accurate cost classification for each ticket.
To add T&M cost codes to a project
- Ensure that you are in the T & M management module of the project. If not
- Click the main menu at the top-left
- Click 'T & M' under 'Financials & Controls' in the menu drop-down
- Click 'Config' from the top and choose 'T & M setup' on the left
General contractor - Select your company name by clicking the serial number to open the task codes pane on the right
Subcontractors – The T&M Setup screen displays the thresholds defined for your company, including the maximum ticket value and the total funds allocated for T&M work. Only those tickets with estimates exceeding these thresholds are flagged for review. The Cost Code list pane appears on the right by default.
- Select the row by clicking the serial number, if the cost code list is not appearing by default.
- Click '+Add Cost Code' on the right
The list of cost codes for T&M included in the company-level master list is shown.
If the code you want to use is not in the list, contact your administrator.
- Select the desired cost codes necessary for the project and click the 'Save' button
You can add more cost codes following the same process at any time throughout the life cycle of the project.
Search, Filter, and Sorting Options
- Click the magnifier icon and use the 'Search' box located at the top left to find an entry using any value from the table as search criteria
- Click any column header to sort the rows in ascending or descending order based on that column's data.
- Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns. See Customize Columns in List Views.
- The options at the top left allow you to filter the entries, create nested groups of entries, highlight cells and manage personalized and customized views of the table. Use the links below to learn more:
- Get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping.
- Use the
icon at the top right to organize the data by column headers. The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View
for more details
- Click the 'Download' icon at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details
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