Buildr's default cost code system aligns with the CSI MasterFormat divisions. To add custom cost codes or modify the default codes, navigate to the account settings.

Select the Cost Codes tab under Customization. The Masterformat cost codes will be defined here and will be available for use in the project budgets.

Add Custom Codes

To add custom cost codes to your account, you can either import your codes or create them manually.

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.