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This screen supports the ability to manage the cost codes for a project. Clicking on the Cost Codes link in the left navigation area under the Project Mgmt section. Clicking on the Cost Codes link in the Project Components section of the Project Detail page for a project.

To manage cost codes:

1. To mark a cost code as "option only", click the check box under the Option Only column for the cost code.

2. To mark a cost code as a "take-off" cost code, click the check box under the Take-off Cost Code column for the cost code.

3. To include cost codes in the list of project cost codes, click the Include check box next to each cost code you want to include that is under the Excluded Cost Codes section.

4. Click the Include All button at the top of the page to immediately move all Excluded Cost Codes into the Included Cost Codes. There is no way to automatically undo this action.

5. To exclude cost codes, click the Exclude check box next to each cost code you want to exclude that is under the Included Cost Codes section.

6. Click the Exclude All button at the top of the page to immediately move all Included Cost Codes into the Excluded Cost Codes. There is no way to automatically undo this action.

7. To mark the Project Cost Codes section as Complete, click the Complete? check box in the top right of the page.

8. Clicking the Update button:

1. Saves the check marks in the Option Only, Take-off Cost Code, and Exclude/Include Cost Code columns.

2. Sets the status of the cost codes in the Project Components section of the Project Detail page to Complete (if the Complete? check box is checked).

Project Cost Code Columns

• Bid Group - This column shows the bid group code and description separated by a dash.

• Clicking on the bid group will open a popup window to edit the bid group description,

• Cost Code & Description - This column displays the cost code from the BuildPro Account Set being used and its description separated by a dash.

• Option Only - This column contains check boxes for marking a cost code as an "option only" cost code.

  Option Only cost codes will only show up for bidders when they are bidding on options in SupplyPro and on the option views on the Bid Analysis pages.

• Take-off Cost Code - This column contains check boxes for marking a cost code as a "take-off" cost code.

  Take-off items can only be mapped to "take-off" cost codes.

• Edit - Clicking on the Edit link for a cost code opens a window to edit the bid group the cost code is mapped to.

• Exclude/Include - This column of check boxes allows the user to select which cost codes they want to include or exclude from the list of cost codes on the new project.

• Placing a check mark in one of the check boxes and then clicking the Update button will move the cost code to the other list. (See Actions section). These columns only appear if the project status is ”In Setup” or ”Pending.”

Buttons & Actions

• Add Bid Group - Clicking on the Add Bid Group button opens a popup window for adding a new bid group to the project.

• Enter the bid group code

• Enter the description for the bid group

• Select the cost codes that should be mapped to the bid group

• Click the Add Bid Group & Close Window button to add the new bid group to the project.

• Click the Cancel button to can the process of adding the new bid group.

• Show Bid Groups - Clicking on the Show Bid Groups button opens a popup window to review the cost codes assigned to a bid group.

• Include All - Clicking on the Include All button will move all cost codes to the Included Cost Codes / Bid Groups section.

• Exclude All - Clicking on the Exclude All button will move all cost codes to the Excluded Cost Codes / Bid Groups section.

• Update - Clicking on the Update button:

• Saves the check marks in the Option Only, Take-off Cost Code, and Exclude/Include Cost Code columns.

• Sets the status of the cost codes in the Project Components section of the Project Detail page to Complete (if the Complete? check box is checked).