Cost Code Formats

Use Cost Code Formats to define the ordered segments used to format Job Cost cost codes. Configure this page before creating Master Cost Codes or Job Cost Codes.

1. Go to Settings > Job Cost > Cost Code Formats.

2. Select New. You can configure a maximum of four segments.

1. Define the segment. Set its name, position, length, and availability.

2. Complete the following fields:

   • Name (Required): Enter a meaningful name for the segment, such as Phase, Area, or Activity.

   • Segment Order (Required): Enter a unique order from 1 through 4. Segments are applied in this sequence.

   • Segment Length (Required): Enter a length from 1 through 5 characters.

   • Active: Leave selected to include the segment in the active format. New segments are active by default.

3. Save the segment. Select Save, then add any remaining segments in order. Cost code entry is normalized to uppercase letters and numbers, split by the active segment lengths, and displayed with hyphen separators.