Cost Codes

Account-level cost codes are configured in the account settings under Budget Settings. Navigate to the Cost Codes tab, and click "Get Started." Next, select either the 16 Division or the 48 Division CSI MasterFormat.

Add Custom Codes

To add custom cost codes to your account, you can either import your codes or create them manually under the standard 16 or 48 Masterformat divisions. Custom division cost codes may be created under one of the following divisions:

• 16 Divisions: Custom division cost codes may be added to Division 17 - Custom Division.
• 48 Divisions: Custom division cost codes may be added to Division 50 - Custom Division.

Import Cost Codes

Download the Cost Code CSV template here. To import custom cost codes, click "Import CSV." The following fields will be required for this import:

• Code (Cost Code)
• Name (Description)

Next, select one of the following import types:

• Append: Cost codes will be added/updated by number
• Replace All: All cost codes will be deactivated and replaced with the imported data

Click "Next," and upload your file.

Map your csv columns to the correct fields in Buildr, and resolve any errors in the importer. When your data is ready, click "Import."

Add Cost Code

Alternatively, you can create custom codes manually by selecting the division of interest. Next, click "Add Code."

Here, you can enter your custom code number and name into the fields provided. Next, click "Add." Your custom cost code will added to the division line items.

Edit Cost Codes

To edit an existing cost code, simply click "Edit" on the item of interest and make your changes. Click "Update" to save your changes.

Deactivate Cost Codes

If you have cost codes that will not be used in your project budgets, you can deactivate them at the account level.

Click "Deactivate" on the cost code you wish to remove, and the item will no longer display in your project budgets.

Reactivate Cost Codes

To reactivate a deactivated cost code, click "View Deactivated Codes."

Select "Reactivate" on the cost code of interest. The item will reappear in the corresponding division.

Cost Types

Cost types are a way to identify and classify your project's job costs. To configure your Cost Types, navigate to the Cost Types tab in the account settings.

To add a new cost type, enter the Code and Name and click "Create."

To modify or deactivate existing cost codes, select "Edit" or "Deactivate."

Enable Cost Types in the Project Budget

Once your Cost Types have been configured in the account settings, you can enable them in project budgets.

To begin, navigate to a project budget and select the Settings tab. Next, click "Enable."

Once enabled, cost types will need to be entered on all budget line items.