Add Job Cost Codes To Project List

1. Click the Projects icon on the left menu.
2. Select the Project in the Quick Select section. This will then refresh the page and show the Current Project Home page.
3. Under Client Contract Admin select Job Cost Codes.
4. From the Actions list, select Add manually.

5. Enter the Order #, Cost Code, Description, Quantity and Units. The latter two fields are often set to 1 LS respectively.

   Note: The Order # can be temporarily set to the next value based on the existing records.

6. Click the Save link shown to the right.

Reset Cost Code Sort Order

1. Click the checkbox next to the Order # heading. This will select all the existing job cost records.
2. Select Choose bulk action.
3. In the Apply Global Changes form, scroll to the bottom and check Reset Cost Code Numbering. This will sort the existing records based on the cost code number and then reset the order number field.
4. Click the Save button.

Set Prime Contract Cost Budgets

The steps listed below should be completed only if the new cost code pertains to the Original contract not pending or approved changes.

1. Return to the Project home page.
2. Click Prime Contracts.
3. Select the prime contract order number to view the contract.
4. Click Edit.
5. Navigate to Financial Summary section.
6. Click the View Details button under the Cost Budgets heading.
7. In the pop-up form, click the Import button to add new cost code(s) to the grid.
8. Enter the cost budget (without fee) for each imported cost code.
9. Click the Save button.
10. Close the popup form and return to the Prime Contract details form.

Set Prime Contract Contract Budgets

If the Prime Contract is fixed lump sum or unit price and the new cost code added above is applicable to the Original contract then please complete the steps listed below.

1. In the Prime Contract Information screen, in the Original Contract Amount section, click View Details. This will list the breakdown of the contract amount which is often referred to as Schedule of Values (commercial) or bank draws (residential).
2. Scroll to the bottom and click the Import button.
3. In the listing, select the new cost code(s) that was added above and click Import.
4. Returning to the Schedule of Values/Bank Draws listing, enter the Original contract amount for each imported cost code.
5. Click the Save button.

Note: In Settings (eg. Feature Settings | Contract Admin), there is a property that will prevent Prime Contract changes if Prime Invoices exist. This may need to be temporarily changed by an Admin if it is enabled.