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The system already comes with a set of Cost/Work Codes which can be used. But if you would prefer to just remove them all & upload your own Cost/Work Codes, that can be done as well. You can upload Cost/Work Codes by going to:

  • Menu > Company Settings > Cost/Work Codes Tab > Action Button > View Import Template > Save the Template to your PC > Copy all the Cost/Work Codes into the Template > Action button > Import Cost Codes > Select the File & click Open.

 

If you decide to remove the Cost/Work Codes that come with the system, you can come on Live Chat & we will do it for you.

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Contractor Foreman comes with a basic list of cost codes to get you up and going but if you want to use your own, we make the process simple. Before importing a list of codes, consider these points.

  1. Do you want to keep the existing cost codes that came with your account or do you want us to delete them?
  2. If you want us to delete them for you, do you want us to delete them from items associated with existing items or only delete the cost codes that were not used?  If you want to delete all of your cost codes or if you only want to delete the codes that were not used, we will need to do that for you.  Start a LiveChat session or contact support.
  3. If you simply want to ‘hide’ some of the Cost Codes, change the status from Active to Archived.

Once you’ve answered the above questions, you are ready to import your own cost codes.

  1. Download the sample CSV Import Template and use that to make sure your data is formatted correctly. (Step 1, Image 1)
  2. Click the Import Cost Codes button. (Step 2, Image 1)
  3. Preview the results.  Do they look correct?  If you see an error now, there will be an error later. (Image 2)
  4. If the records are correct, click Import.  If the records do not look correct and you need help, contact support.
  5. If you track retainage, be set to set the Cost Code associated with Retainage/Retention. (Step 3, Image 1)
  6. That’s it!

If for some reason you find a mistake and want to undo your recent import, click on the View Imports button and click the Trash icon to delete the Cost Codes associated with the import. (Step 3, Image 1)

Need Help? Start a LiveChat with us or send a message to Support.

 

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Adding or Revising Cost Codes

In Contractor Foreman you can add your own cost codes or edit the existing list. We have loaded a sample/temporary list to assist you in getting started. To add or edit codes follow the steps below. Cost codes are two tiered, meaning you can have one “Parent” code for 01000 General Condition then multiple Child Codes underneath that “Parent Code.” As an Example, 01050, 01075. Both will be under “Parent” code 01000.

 

Go to main menu and select “Settings” then select “Cost/Work Codes” from the sub menu.

To add a new Parent Code, click on the blue button in upper right “Add Parent Code.” Fill out the three fields for CSI Code, CSI Name and make sure “Active” is selected in the Status Field.

Then you can add Codes (Child Codes) underneath the Parent Code. To do this follow these steps.

  • In main Cost Code list view, select blue button for “Add Cost/Work Code.” Then in next screen select the Parent Code.
  • Enter the CSI Code. As an example 01000 (for General Conditions)
  • Enter the CSI Name. General Conditions ( for 01000)
  • Select Active in the Status Field.
  • Select Submit.
  • To Edit or Modify a Cost Code go to main Cost Code list view. This view contains all of the Parent Codes.
  • To Edit a Parent Code select the green pencil icon under the Action Column on the row you wish to modify.
  • Make your Revisions and click “Submit.”

 

To Revise a “Child Code” go to main Cost Code list view.

  • Click on the green plus (+) sign on the far right under the Detail column.
  • Select the Code you want to modify.
  • Make changes as in steps above and click Submit.
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Using Cost Codes

Cost codes are derived from the standard CSI codes (Construction standards Institute.) Due to the popularity of Quickbooks many people use the term Item Codes from QB. Basically, they are the same as CSI Codes but the numbering format is vastly different. Contractor Foreman comes with a preset list of Cost Codes from based on CSI format. If you wish you can add your own codes to Contractor Foreman or revise the set of codes already loaded.

In Contractor Foreman Certain features have cost code fields. These are screens such as Estimate, Invoice, Timecards and Change Orders.

When you fill out a line item that has dollars attached to it you can assign a cost code, this way you can then run reports to show how much of the budget was spent on each portion of the job. If you are using QuickBooks these are equivalent to Item Codes in QB.

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