Manage Cost Code Libraries

In this topic, we'll show you how to manage Cost Code Libraries.

Add New Cost Codes
  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on Libraries, listed on the left navigation.



  4. Click on Select Project drop down and select a project.



      

  5. Click on the Project Libraries tab.

      

  6. Click on the Cost Code Library, located under the Project Libraries tab.

      

  7. Click on the Add New Cost Code link. A white screen with a link will only show until you haven’t added any cost code to the library. Once you add a cost code, you will see an Add New Cost Code button located on the top right corner of the screen. You can click on this button to add cost codes to the Cost Code Library.





  8. Enter the cost code in the Cost Code text box.



  9. Enter the cost code description in the Description text box.



  10. Enter the other relevant Cost Code information and then click on the Save button.



  11. Click on the OK button. The cost code will be added successfully.



Update Cost Codes
You can edit the cost codes by following these steps.
  1. Click on the Edit icon located next to the cost code.



  2. Update the cost code in the Cost Code text box.

  3. Update the cost code description in the Description text box.

      

  4. Update the other relevant Cost Code information and then click on the Save button.

      

  5. Click on the OK button when prompted. The cost code will be updated successfully.

      

Remove Cost Codes
You can remove the cost codes by following these steps.
  1. Click on the Delete icon located next to the cost code.



    An alert, asking your permission to remove the cost code, will pop up.


  2. Click on the Yes button.



  3. The cost code will be deleted successfully from the cost code library.


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