Template Management

Task Update: Cost Code

Use this page to designate the cost or account code that should be associated with payment-type tasks (such as Purchase Order, Work Order, or Contract tasks). The list of cost codes or accounts in the Cost Code drop-down comes from your Accounting Set.

To set cost codes or accounts for a task:

1. If necessary, click the Template link and select a different template.

2. Click the Stage field and select the desired stage.

3. Click the Cost Code field and select a cost code for each task.

4. Click Update Template.