Add a master cost code structure manually

Create the cost code structure

  1. Log in to Sage Construction Management as an Admin.

  2. Go to Settings () > Company Settings > Cost Codes.
  3. Select Add.
  4. Enter the cost code classification label in the available field.

    For example, Design Cost Codes, Construction Cost Codes, CSI 95.

  5. Select Save.

Add division codes

  1. Select the cost code classification name.
  2. Select Add.
  3. Enter the division Code and Description in the available fields at the bottom of the list.

    The code is alphanumeric.

  4. Optionally, to add more divisions, select Add Another Entry and repeat step 3.
  5. Select Save.

Add major, minor, and sub-minor cost codes

  1. Select the appropriate division code to view the major codes.
  2. To add a major cost code, do the following:
    1. Select Add.
    2. Enter the major Code and Description in the available fields.

      The code is alphanumeric.

    3. Optionally, to add more majors, select Add Another Entry and repeat the previous step.
    4. Select Save.
  3. To add minor and sub-minor codes, do the following:
    1. Select the appropriate major to view the minor codes.
    2. Enter the minor Code and Description in the available fields.

      The code is alphanumeric.

    3. Optionally, to add more minors, select Add Another Entry and repeat the previous step.
    4. Select Save.
    5. To add sub-minors, do the following:
      1. Select the appropriate minor to view the sub-minor codes.
      2. Enter the sub-minor Code and Description in the available fields.

        The code is alphanumeric.

      3. Optionally, to add more sub-minors, select Add Another Entry and repeat the previous step.
      4. Select Save.