Cost Codes
Form ID: (PM209500)
You can use this form to define the cost codes that can be used to classify project revenues and costs. You can add a cost code manually or upload a list of cost codes from an Excel file.
If your user account has been assigned the Project Accountant role on the User Roles (SM201005) form, you can also deactivate cost codes that are no longer in use. Once a cost code has been deactivated, it is unavailable for selection on data entry forms.
This form is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Command | Description |
|---|---|
| Change ID | Opens the Specify New ID dialog box, which you can use to change the cost code identifier. |
| Column | Description |
|---|---|
| Cost Code | The new identifier of the selected cost code. The structure of this ID is based on the segmented key that is used for cost codes (COSTCODE), which is defined on the Segmented Keys (CS202000) form. |
| This dialog box has the following buttons. | |
| OK | Closes the dialog box and updates the cost code identifier. Also, for all documents, including closed documents, that had the old identifier for the cost code, the system replaces the old identifier with the new identifier. |
| Cancel | Closes the dialog box and cancels your changes. |
Table
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Cost Code | The unique identifier for the cost code, which is based on the COSTCODE segmented key. |
| Description | A detailed description of the cost code. An alphanumeric string of up to 250 characters may be used. |
| Active |
A check box that indicates (if selected) that the cost code can be used in projects and is available for selection on data entry forms. If the check box is cleared, the cost code is inactive and is unavailable for selection on any data entry form. If the check box is selected, you can clear it (that is, deactivate the cost code) only if the Project Accountant role is assigned to your user account on the User Roles (SM201005) form. Inactive cost codes remain specified in existing documents. Users can work with these documents but cannot perform any operation that would lead to the creation of a related document or transaction (such as a project transaction or general ledger transaction) that contains the inactive cost code. The following cost codes cannot be deactivated:
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