To create a Cost Code:
Expand WBS by clicking on the
...
arrow
Expand Cost
...
Rate Setup by clicking on the
...
arrow
Click on Cost Code
Click on Add
In the New Cost Code setup window the following fields need to be selected:
Cost Code* - Select an option from the drop down menu that fits the cost code being set up:
...
Default Cost Code - 00000
...
Based on WBS Level 1 - 00100
...
Based on Time Code and WBS Level 1 - 10100
...
Based on Time Code and WBS Level1 and Function - 10101
...
Select an option from the drop down menu that fits the cost code being set up, a set of cost codes will appear in the drop down
Based on Employee, and Time Code - 11000
Based on Employee, Time Code, and WBS Level1 - 11100
Based on Employee, Time Code, and WBS Level1 and Level2 -
...
11200
Based on
...
Employee, WBS Level1
...
-
...
10100
Based on
...
Based on Time Code and Employee and Level1 and Function - 11101
...
Employee, WBS Level1 and level2 - 10200
The code consists of 5 digits as in the following order, each digit in the code represents a an attribute based on which the cost rates are set up, the digits are set in the following order
Time Code
...
(1
...
if the cost rate is set based on the time code and 0 if Off)
...
Employee
...
(1
...
if the cost rate is set based on the employee and 0 if Off)
...
WBS Level
...
(0 if Off , 1
...
if the cost rate is based on Level 1, 2
...
if based on Level 2,
...
3 if based on Level 3,
...
4 if based on Level 4)
...
Name* - Enter in a name for the Cost Code
Sequence* - The order in which the cost code would be applied in the case there are multiple cost codes that apply.
Click the Save
* Indicates a required field