Cost Codes

Use to select the project

Click to add Cost Code levels.  Once all information is entered, click save.

Use to populate the list of options available for each Cost Code level.  Once selected click the add button, enter the item, description and the account information, then click Save.  The export to excel button allows you to view the data in excel.  The paste from excel button allows you to import values from an existing excel spreadsheet that resides on your computer.

Represents the number of characters contained in the levels created. 

Click to refresh the data on the form.

Click the printer button to print the form.  Click the drop down next to the printer button to view reports associated with the Cost Codes.  Once selected a list of available reports will be displayed. 

Click to add Cost Codes manually, you can also choose copy from project or paste from excel to bring in data that already exists in another project or that resides on your computer.

This button allows you to copy Cost Codes from an existing project.  Once selected, a list of existing projects will be displayed.  Double click on the project containing the Cost Codes you wish to copy, the Cost Codes will now appear in the details section of the form.

Click to import existing data that resides in an excel spreadsheet that resides on your computer.

This field will be automatically populated by PMWeb based on the level information that you select.

Enter a description of the line item.

Select the level 1 data associated with the line item.  The options displayed are being pulled from the information entered in the section above.

Enter details regarding the line item.

Select the account associated with the line item.  The options displayed are set up by your administrator in Portfolio>Lists>Lists on the Advanced tab.

Click to export the existing data to excel.