Background/Overview

Within a master project budget, there are cost code templates that are referenced as a way to categorize how money is spent for the project. The instructions below show how to change the project budget structure to include new or additional cost codes by referencing an existing project cost code budget template.

Process

Once you have selected the intended project, utilize the left hand navigation to select the Master Project Budget / ACR

2. Click + Add in the center of the screen (highlighted in Green). You'll see that you have the option to Add a single cost code, or at the bottom of the list, load a template.

Adding a Cost Code

If you choose to add a cost code, you will be prompted to select a category and the intended cost code.

Note: this list is pulled from the master list of project cost codes that the initially selected project cost codes template was made from, if you do not have any uploaded, you will need to create a category before creating your cost code, then click save to add to the budget.

If you would like to create a new category to assign cost codes to you can type in the Name field and then press the Enter key on your keyboard to save the category.

You can also Load from Template to add a pre-set budget Cost Code template, by clicking Add - Load from Template
This will pull up your cost codes lists from your Lists and Templates Page
Click the radial button to select the Cost Code List you'd like to import and click "load selected" in the bottom right
Once complete, click Save, or if you have more cost codes you want to add, click Save and Add New

Deleting a Cost Code

To delete an existing cost code within the project budget, simply click on the 3 vertical dots to the right of the code itself and select Remove. A pop-up window will appear asking if you are sure you would like to delete; if you are sure, click "yes, delete cost code" in the bottom right corner.
To delete an existing category, select the 3 vertical dots and select "remove" to delete the category from the budget (which will also remove the associated cost codes)

Note: You cannot remove a cost code if it is associated with any committed costs in your financial modules, such as a contract. If they are committed, you will not see a Remove function until the committed costs are removed within the financial module.

Adding a Budget Template

If you would like to append or overwrite the existing cost code structure, click Add - Budget Template.

Append: Add additional cost codes from a template to the existing structure for the selected project (recommended if additions are minimal)
Overwrite: Replace all selected codes with a different cost code template. This will erase any dollar values previously entered.

Note: If a single cost code is linked to another financial module (contract/bid package/invoice, etc.), you will not have the option to Overwrite because it would remove a cost code that is linked to an existing financial module.

Editing a Cost Code

You can edit a cost code by selecting the ellipsis next to the desired cost code and selecting the Edit button.

This will allow you to edit the following fields:

Code
Name
Expenditure Type
Expense Details
Connected Analytic Cost Code
Connected Accounting Cost CodeSelect option
Description

Now that you know who to add and remove cost codes within your Master Project Budget ACR you can continue to build out your budget and proceed to approving it. Check out this article on Approving the Budget next.