Add and manage owner cost codes

Job Cost Codes are designed to track project financial details based on your internal requirements and are typically suitable for customer reporting.

However, if a client requires a different structure, you can create owner cost codes and map them to the corresponding job cost codes. This mapping ensures that financial details are presented in the customer’s preferred format.

Before you begin

• If you create owner cost codes, each job cost code must reference an owner code.
• A single owner code can be referenced on multiple job cost codes.
• Owner cost codes are project-specific and cannot be copied to another project.
• When entering financial details, such as change order items, purchase order items, or timecards, a job cost code reference is required. Owner cost codes do not appear in the data entry form.
• All customer facing financial documents, such as change proposal requests, change orders, and prime invoices, include a reporting option that allows summarize details by owner cost code.

Create owner cost codes

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.
3. Select Actions > Owner Cost Codes.

4. To add an owner cost code, select Actions > Add Manually.

5. Enter the Order Number, Code, and Description.

   The order number is used for sorting.

6. Select Save & Close.

Link owner cost codes with job cost codes

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.
3. On the Job Cost Codes page, select one or more job cost codes that will be assigned the same owner cost code.
4. Select Choose Bulk Action.
5. In the Choose Bulk Actions dialog, in the Owner Grouping section, select the Owner Code checkbox and select the code from the dropdown.
6. Select Save.

Remove owner code references from job cost codes

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.
3. On the Job Cost Codes page, select one or more job cost codes from the list and select Choose Bulk Action.
4. In the Choose Bulk Actions dialog, in the Owner Grouping section, select the Remove Owner Code Reference checkbox.
5. Select Save.

Update multiple owner cost codes

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.
3. Select Actions > Owner Cost Codes.

4. Select one or more codes from the list and select Choose Bulk Action.

5. Do one of the following as needed:

   • To reset the order for all owner cost codes, select Reset Owner Code Order.

   • To delete the selected owner cost codes, select Delete.

6. Select Save.