Edit project cost codes and cost types
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Cause
Resolution

To make any changes to your Cost Codes or Cost Types:

Edit a Cost Code

  1. Go to Settings, select Configuration, then Project Costing.
  2. In the Cost Codes section, select the required Cost Code then click Edit Code.
  3. Complete the Edit Cost Code window as follows:
    Code You can't amend this box.
    Description Enter a description for the Cost Code.
    Cost Type Choose the Cost Type to which the Cost Code belongs.

    Any transactions that you enter to this Cost Code allocate to the Cost Type you choose.

  4. Click OK then click OK to close the Configuration Editor.

Edit a Cost Type

  1. Go to Settings, select Configuration, then Project Costing.
  2. In the Cost Type section, select the required Cost Type then click Edit Type.
  3. Amend the name as required then click OK.
  4. Click OK to close the Configuration Editor.

 

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