In this section we will review how to add Global & Project Specific cost codes. By default all global cost codes will be available on all projects unless otherwise selected.
Global Cost Codes
Global Cost Codes will be available on every project by default. If your companies cost codes do not change based on project this is how you would set them up.
From your Main Menu, select Administration
From the Administration screen select Settings
From the Account Settings select the "Timesheet Options" tab
You will see a field named "Timesheet Cost Codes"
Click the view button to the right of that field.
Please add/remove/adjust the cost codes from this screen.
Select "Save" after edits are complete.
Project Specific Cost Codes
BLDR supports project specific cost codes with a few easy settings.
From your Main Menu, select Projects.
From the Projects list view either select a project or create a new one.
On the projects form find the field named "Timesheet Cost Codes"
Click the view button to the right of that field.
The first field is a drop down with a few options. Disabled, Default Only, Project Only and Default and Project. Please see notes below for detailed description of the these options.
Please add/remove/adjust the cost codes from this screen.
Select "Save" after edits are complete.
Disabled - This is the system default.
Default Only - Will only show the default cost codes from the account settings.
Project Only - Will only show the custom cost codes for this project.
Default and Project - Will show both default and custom cost codes.
A few examples / Use cases:
Lets say you want to setup your BLDR for Office Employees or Estimators with a specific set of cost codes. One way to accomplish this would be to setup two Projects, one for Office and one for Estimators with a distinct set of cost codes using the cost code settings from above. When the employee selects the Project Office while filling out their time record they will only see the Cost Codes assigned to the Office project if set to Project Only.