Tasks

Cost Codes

●       Define Cost Code

Click to open the Define a Cost Code dialog box to define a new cost code.

●       Utilities > Import Spreadsheet

Click to open the Select Spreadsheet dialog box to select a Microsoft Excel spreadsheet containing cost code data that you can import.

●       Utilities >  Export Spreadsheet

Click to open the Save Spreadsheet dialog box to select the Microsoft Excel spreadsheet to export the project's cost codes to.

●       Utilities > Edit Extended Properties

Click to open the Edit Cost Code Extended Properties dialog box to create extended properties for cost codes.

Selected Cost code

●       Modify

Click to open the Modify a Cost Code dialog box to edit the settings for the selected cost code.

●       Define Similar Cost Code

Click to open the Define a Cost Code dialog box to create a new cost code based on the one selected. The new one contains most of the information from the original, except for the unique code.

●       Delete

Click to delete the selected cost code from Project Center.

You must be a Project Center administrator and have a cost code management role to delete cost codes.

The file tasks apply to files in the Supporting Documents tab. See File Tasks panel for more information.

See Email Tasks panel for more information.

See Related Item Tasks panel for more information.

Cost Codes

Category drop-down list

The category drop-down list contains filters to display the cost codes in particular categories.

All

Click to display all cost codes that have been entered for this project.

Filter All Columns

You can filter by any text that appears in any of the columns in the log. For example, if you know the name (or part of the name ) of the cost code that you are searching for, enter at least part of the text in this field. The cost codes list updates automatically as you type. For example, if the cost code you are searching for has the number 30 somewhere in one of the columns, enter 30 in this field. The list will be narrowed down to only cost codes that have the number 30 somewhere in one of the columns.

Click to clear all filters.

>

Click to toggle between showing and hiding the column filter fields.

> >

Click to group by the any of the columns. For example, if you want to group the list of items by name, select Name from the drop-down list. The items will be grouped into separate sections alphabetically by name. See Column Sorting, Filtering, and Grouping for more information.

Cost Codes log

The log displays the cost codes for the project. Click a cost code for a list of tasks you can perform, which appear in the Tasks panel. Double-click a cost code to open the Modify a Cost Code dialog box to view the cost code's information and settings.

Columns

Right-click on any column header to list and de-list columns. Click the icons for more filtering options.

Name

The name of the cost code.

Cost Code

The ID number of the cost code.

Related Items

If the cost code has any related items, the icons appear here.

Related Project Items

This column is a text version of the icons in the Related Items column. The text will appear in reports.

Related Items tab

This tab lists all related Project Center items for the selected cost code.

Create Related > Action Item

Click to open the Identify an Action Item dialog box to create a new action item and link it to the current cost code.

Create Related > Transfer > Via Email

Click to open the Send Files to Email Recipients dialog box to send project files via email. Nothing is logged in this tab.

Create Related > Transfer > Via Info Exchange

Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to transfer project files via your Newforma Info Exchange Server and link the transfer to the current cost code.

Create Related > Transmittal > Via Email

Click to open the Send Files and Create an Outgoing Transmittal dialog box to send project files via email, file an outgoing transmittal for a file transfer, and link the transfer to the current cost code.

Create Related > Transmittal > Via Info Exchange

Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to transfer project files via your Newforma Info Exchange Server, create a new outgoing transmittal for the file transfer, and link the transfer to the current cost code.

Create Related > Contract Management > Contract Management Item

Click to open the Create Contract Management Item dialog box for the type of contract management item you selected to create a new CM item and link it to the current cost code.

Create Related > Web Link

Click to open the Create Web Link dialog box to enter a web link and automatically relate it to the selected Project Center item. After it is created, the Relation Type column will indicate Web Link, and users can double-click on it to open the website.

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected cost code. This gives you the ability to link two items that are related together (for example, a markup session that is related to a cost code). Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list. When you create a relationship between two items, each item's icon is added to the other item's Related Items column and tab.

Share with External

Click and select Yes to allow the selected web link to be shared with external project team members through Info Exchange.

Remove

Click to unlink and remove the selected project item from the Related Items tab.

Removing a related item from the Related Items tab does not remove it from the database.

The Relation Type column  has two icons to indicate the relationship type:

●        The icon indicates that the relationship was created by a user and can be deleted (such as an action item related to a cost code).

●        The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a cost code ).

Change Log tab

This tab displays a history of the actions taken on the cost code, including when it was created, modified, who was involved, and any details.