Cost Codes: Configuration Prerequisites

Before starting to create a cost code, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Preparing the Needed Functionality

On the Enable/Disable Features (CS100000) form, the Cost Codes feature must be enabled. On the Projects Preferences (PM101000) form, the default settings must be saved before you start configuring the cost codes.

Configuring Cost Code Identifiers

The COSTCODE segmented key on the Segmented Keys (CS202000) form defines the identifiers of cost codes in the system. By default, this segmented key specifies that the cost code identifier is a one-segment key that consists of four numerals. For the key, you can define how many segments it is to have, what values may be used, whether these values should be validated, and whether auto-numbering should be used in one of the segments. You can also divide item identifiers into segments with specific values. For more information on configuring segmented keys, see Segmented Identifiers.

The Cost Codes (PM209500) form contains a table in which you can define cost codes. Initially, the table contains a row with the default cost code, which has 0000 in the Cost Code column and Default in the Description column. You can change the default cost code and its description by clicking the cost code and clicking Change ID on the form toolbar.