Manually Add a Cost Code Structure

Create The Cost Code Structure

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Company Settings | Cost Codes.
  4. Click the Add button above the grid.
  5. In the grid footer, enter the Cost Code Classification Name (eg. Design Cost Codes, Construction Cost Codes, CSI 95 etc).
  6. Click the Save button below the grid.

Add Division Cost Codes

  1. Click on the Cost Code Classificaton Name.
  2. To add a Division, click the Add button above the grid.
  3. Navigate to the grid footer.
  4. Enter the Division Code which is alpha-numeric.
  5. Enter the Division Description.
  6. Click the Save button below the grid.
  7. Repeat the last five steps for other Divisions.

Add Major, Minor, and Subminor Cost Codes

  1. Click on the Division to view the Major Codes. Drill-down if necessary to the Minor or Sub-Minor level.
  2. To add a cost code at that level, click the Add button shown above the grid.
  3. Navigate to the grid footer.
  4. Enter the Code and Description. As mentioned above, the code is alpha-numeric.
  5. Click the Save button below the grid.
  6. Repeat the last four steps to add additional codes at that level.