How to Manage Cost Codes

Overview

Cost codes categorise and track resources and expenditure.

Instructions

Accessing Cost Codes

1. Go to the Improvement Plan from the main menu on the left.

2. Once the page loads, click the cog icon in the top-right corner.

3. The Settings panel will slide out.

4. Scroll down to the Lists section.

5. Click Cost Codes.

This will open the Cost Codes settings area, where you can add, edit, and archive/restore Cost Codes items.

Adding a Cost Code

1. Click Add Item.

2. Enter the title of the Cost Code.

3. Click Add.

Editing a Cost Code

1. Click the edit (pencil) icon next to the cost code you want to update.

2. The edit screen will open.

3. Make your changes and click Save.

Archiving a Cost Code

1. Edit the cost code.

2. Toggle the Active slider to off.

3. Click Save.

Restoring a Cost Code

1. Edit the cost code from the list.

2. Toggle the Active slider to on.

3. Click Save.