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Overview

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.

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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.

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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.

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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.

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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.

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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.

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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.