Manage project job cost codes for existing projects

Before you begin

Add job cost codes manually

Reset the cost code order

Go to Projects and select the appropriate project in the Quick Select section.
Select Job Cost Codes in the Client Contract Admin section.
Select one or more cost codes from the list.
Select Choose Bulk Action.
In the dialog, select Reset Cost Code Numbering.
This action sorts existing records by cost code number and then resets their order numbers accordingly.
Select Save.

Set the job cost codes for the prime contract cost budgets

Follow this procedure only if the new cost code applies to the original contract and not to pending or approved changes.

Go to Projects and select the appropriate project in the Quick Select section.
Select Prime Contracts in the Client Contract Admin section.
Select the prime contract order number to view the contract.
Select Cost Budgets in the Original Prime Contract Budgets section.
Select Add / Import Items > Import Job Cost Code to add the new cost codes.
Select the cost codes from the list and select Add & Close.
Select Edit and enter the cost budget without fee for each imported cost code.
Select Save.

Set the contract amount for the imported job cost codes

If the prime contract is Fixed Lump Sum or Unit Price, and the newly added cost code applies to the original contract, follow the steps outlined below.

Go to Projects and select the appropriate project in the Quick Select section.
Select Prime Contracts in the Client Contract Admin section.
Select the prime contract order number to view the contract details.
On the Prime Contract Information page, in the Original Prime Contract Budgets section select Contract Amount (aka Schedule of Values).
Select Add / Import Items > Import Job Cost Code.
Select the cost codes added in the previous section and select Add & Close.
In the Prime Contract Original Items section, select Edit List and enter the original contract amount for each imported cost code.
Select Save.

If prime invoices exist for the contract and the Do not allow Prime Contracts or Change Orders to be modified after Prime Invoices have been created option in Settings > Feature Settings > Contract Admin is selected, modifications are not allowed. Administrators can temporarily deselect this option to allow contract modifications.