INGENIOUS.BUILD

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Using Project Cost Codes in INGENIOUS.BUILD ensures consistent, organized, and efficient cost allocation across all projects. The platform’s customizable lists and templates simplify budget creation, improving accuracy and ensuring clarity in financial reporting. The ability to import existing codes or create tailored ones offers flexibility, saving time and enabling project teams to manage resources with greater efficiency and confidence.

Within Lists &amp; Templates, click on View Project Cost Code Group

To create a new list, click on "New List" at the top right corner and enter a name. You can edit this name later, then click "Create".

Next, click on "Add New Category" to add categories. Categories help you organize similar cost codes effectively.

Once you are done adding categories, you can now add Cost Codes. Click ➕ icon to the right of the category to Add Cost Code or Add Sub-Category Cost Code.

Once you are done adding codes, you can now create a template from this list!

1. Within Lists &amp; Templates, click on View Project Cost Code Group
2. To create a new list, click on "New List" at the top right corner and enter a name. You can edit this name later, then click "Create".
3. Next, click on "Add New Category" to add categories. Categories help you organize similar cost codes effectively.
 
 
 
4. Once you are done adding categories, you can now add Cost Codes. Click ➕ icon to the right of the category to Add Cost Code or Add Sub-Category Cost Code.
 
 
 
5. Once you are done adding codes, you can now create a template from this list!

Alternatively, you can choose to import your company's current cost codes using an Excel template.

Click the "Export" button beside the Edit button

To import your Project Codes, first download the Project Codes template by clicking the ? icon to the right of import codes and clicking the Here button:

1. Click the "Export" button beside the Edit button
 
 
2. To import your Project Codes, first download the Project Codes template by clicking the ? icon to the right of import codes and clicking the Here button:

3. Once you have filled out your list of codes and categories, click Import Codes and select the spreadsheet for upload. The system will enter the categories and codes you specified within the spreadsheet.

Click on the Templates tab at the top.

Click ➕New Template. You will be prompted to name the template, which can be edited later.

On this page, you can edit the Template Name, add a description to help your employees find this template, and add Cost Codes from the List you just created.

To add Cost Codes from the list, select the ones you'd like to add, and then click the right arrow to bring it over to the template. Use the double arrow to bring all of them over if applicable.

Once you are done, click Save. You can now use this template on your Project Budgets!

1. Click on the Templates tab at the top.
2. Click ➕New Template. You will be prompted to name the template, which can be edited later.
3. On this page, you can edit the Template Name, add a description to help your employees find this template, and add Cost Codes from the List you just created.
4. To add Cost Codes from the list, select the ones you'd like to add, and then click the right arrow to bring it over to the template. Use the double arrow to bring all of them over if applicable.
5. Once you are done, click Save. You can now use this template on your Project Budgets!

<a href="https://intercom.help/ingeniousbuild/en/articles/9308608-creating-the-master-project-budget" rel="nofollow noopener noreferrer" target="_blank">Creating a Master Project Budget</a>

This article explains how Project Cost Codes help allocate costs and create templates for efficient project budgeting. Admin users can manage these codes or import them via Excel for streamlined use.

Overview

Process

Creating a List

Import Codes

Creating a Template

Next Steps