Import job cost codes into anticipated costs
Before you begin
-
This functionality is available when the selected anticipated costs method in Settings (
) > Feature Settings > Procurement is Summarize by JCC.If you change the method of documenting anticipated costs, any existing anticipated costs will be deleted.
- Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select Anticipated Costs in the Procurement section.
- Select Actions > Import Job Cost Codes.
- Optionally, use the Search field to filter the list.
- Select one or more job cost codes from the list.
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For each job cost code, enter the corresponding dollar amount for the following costs.
- M Cost for materials
- L Cost for labor
- E Cost for equipment
- S Cost for subcontract
- O Cost for other
- Optionally, select the prime contract from the dropdown.
The prime contract must be approved with a status date.
- Select Add & Close.
The added job cost codes appear on the Anticipated Costs – Summary by Job Cost Code and Resource Type page.