Manage Cost Codes

Steps

Navigation Path

Data Library > Activities > Cost Codes

Steps

1. Select the Add Cost Code link.
2. Complete all required information.   As desired, include any additional, non-required information.
1. Use text fields and the pull-down menu to enter:
• Number.  The number is alpha-numeric text that “codes” the cost code.  The cost code number should mimic the cost code used by the user's accounting system for hard/direct costs.
  
  Note: The cost code is limited to 50 characters.  
• Name.  A name of the cost code.
• Status (pull-down).  Defaults to Active.
2. As desired, use the text fields to enter optional information.
• Accounting Code 1
• Accounting Code 2
  
  0NOTE:  The purpose of these fields are to be used with the accounting integration..
3. Select Save to save the cost code and return to the Cost Codes List screen.

Navigation Path

Data Library > Activities > Cost Codes

Steps

1. Select the Edit link for the specific cost code to be modified.
2. Follow steps 2 through 3 above in the Add Cost Codes sub-task.
3. Select Save to save the cost code and return to the Cost Codes List screen.

Navigation Path

Data Library > Activities > Cost Codes

Steps

1. Select the Edit link for the specific cost code to be modified.
2. Select Inactive in the Status field.
3. Select Save to save the cost code and return to the Cost Codes List screen.

Navigation Path

Data Library > Activities > Cost Codes

NOTE:

Only cost codes that are not associated to any activities can be delete.

Steps

1. Select the Delete link for the specific cost code to be deleted.