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The Cost Code Set Detail page lists each cost code in the selected account
set. For each cost code, the page shows:
Code (number) Cost Code Name Description Active check box (checked for active/billable or unchecked
for inactive/non-billable). Active Cost Codes will appear in the Template
to be mapped to a BuildPro task; Non-Active will not appear. Modified (Changes to Y if you make a modification on
the page. This lets you know which Cost Codes you have made changes to.)
Cost Code List Tab
To add cost codes:
(Integrated
BuildPro companies should add Cost Codes (Account Codes) via integration)
Go to the bottom of the page, where you will see 3 blank
cost code rows. Enter a Code,
Cost Code Name, Description,
and click the Active check box
for each new cost code Click the Update Cost
Codes button.
To edit cost codes:
Click in the Cost Code
Name or Description box
of the cost code you want to change. Change the text to the correct information (Y will be
displayed in the Modified column when you click out of the check box). Click the Active
check box to make the cost code active or inactive. Click the Update Cost
Code button.
To delete cost codes:
Click the  next to the cost code you want to delete. If you try to delete a cost code that is present on
a job or a template, BuildPro will not allow you to delete that cost code.
An error page opens that lists the jobs and/or templates on which the
cost code is being used. If the cost code is not present on a job a or template,
the cost code will be deleted.
This page allows the user with full security access to update, add,
or delete cost codes. An integrated user will have less access to update
the cost codes than a non-integrated user. When the user chooses an account
set from the Cost Code List page, the user will be directed to the integrated
or non-integrated version of the Cost Code Set Detail page.
Integrated Version:
If the user has account sets that came over to BuildPro through integration,
the user will only be able to change whether the cost code is active (billable)
or inactive (non-billable). Non-Integrated Version:
A user with account sets that have been manually entered and who has full
security access will be able to update cost codes, add new cost codes,
or delete cost codes, as well as change cost codes from active to inactive.
The cost code management function is controlled by a security role,
which allows the user to view, add, delete, or change cost codes based
on the role functions selected by the system admin. The cost code functionality
prevents the user from adding, changing, or deleting cost codes for an
integrated account set. If the cost codes came over to BuildPro through
integration, the user can change the Active flag, but all other changes
must be made through integration.
EPO Free Form List Tab
Use this functionality to control what Cost Codes are available in the
Account Code filter on the Extra PO (EPO)
Free Form page. Click the EPO Free Form List link on the tab to modify
the list of Cost Codes.
To remove a Cost Code from the filter:
Un-check the check box
beside the Cost Code(s) you want to remove from the Account Code filter
on the EPO Free Form page. Scroll to the bottom
of the page and click the Update Modified button
You can use the Clear
All and Select All
button to un-check/check all Cost Codes at one time. Be sure to click
the Update Modified button after you have made changes.
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