Cost Code Maintenance

Q: Is there a way to change the Cost Code description in BFA after the original budget has been approved?

Yes, use the Cost Code Maintenance tool to change Cost Code descriptions for Cost Codes on a particular project. The new Cost Code descriptions will appear when you reopen the BFA workbook. In fact, the new description will appear when you reopen any prior BFA workbooks in Budget, Forecast or Analysis modes.

The Cost Code Maintenance window lists all Cost Codes from the BFA workbook after you save your Initial Budget document.


To change Cost Code descriptions:

  1. Open the Project Options menu on the Project Dashboard Title bar, then select Cost Code Maintenance.
    Note: you must have the PART | Maintain Cost Codes role capability in order to view/edit the Cost Code Maintenance window.
  2. Type in the Description
  3. Save your changes.

There are other changes you can make in the Cost Code Maintenance window:

  • Contract Type—The Contract Type defaults from the Project Setup document. You can override the Contract Type for specific cost codes.
  • UOM—VDSL appears if your site is integrated with Microsoft Dynamics SL, indicating that the Unit of Measure (or Unit of Production) is stored in DSL. You can use other Units as established at your site.
  • SOV Line—Once you create your first Pay Application, your SOV lines are available through this lookup. If you used Billing Codes when creating your BFA, corresponding SOV lines appear here automatically.  You can link SOV lines to cost codes and you can correct any SOV lines that were linked incorrectly.
  • Status—If integrated, the Status is passed to your accounting system (Active = costs can be entered against the cost code; Inactive and Plan = costs cannot be entered against the cost code). If your site is not integrated, this field is informational only.
  • % —The Declared Percent Complete column is editable only if the Forecast Doc type is not site-active. If Forecast is site-active, then the Declared Percent Complete entered through the BFA workbook (in Forecast mode) appears here.
  • Costing Method—By default, the Costing Method is determined by the Contract Type. You can override the Costing Method for any cost code.  (CostingMethod is a code set that can be changed through the Code Maintenance tool.)
  • Scheduled Start—You can indicate a date for work on the cost code to begin.
  • Scheduled Finish—You can indicate a date for work on the cost code to end.
    Note: Alerts can be set for the Cost Code Start and End dates.