Import job cost codes from an existing project or list

Open the job cost codes page

1. Go to Projects and select the appropriate project in the Quick Select section.
2. Select Job Cost Codes in the Client Contract Admin section.

Import job cost codes from an existing project

1. Select Actions > Import From Master List.
2. Select Existing project from the Import Source dropdown.
3. Select the Source Project #.
4. Optionally, update the target Project # if needed.

5. Select the codes to be imported from the list.

   You can also select the checkbox in the header to select all codes.

6. Select Import.

Import job cost codes from an existing list

1. Select Actions > Import From Master List.
2. Select the appropriate list from the Import Source dropdown.

   By default, the first classification system specified in Settings > Feature Settings > Cost Codes is selected in the dropdown.

3. Select a Code Level.
4. Optionally, update the target Project # if needed.

5. Select the codes to be imported.

   You can also select the checkbox in the header to select all codes.

   Depending on the code level, internal grouping fields are also populated.
6. Select Import.