CSI Maintenance

This entry is part 19 of 30 in the series Setup Guide - System Admin

The CSI Maintenance tool allows you to set up and list CSI (Construction Specification Institute) codes with both short and long descriptions that can be used on Spitfire documents and lookups. CSI codes provide a structured cataloging system for the documents in your system allowing you to break down work into whatever level you need.

Considerations for CSI Maintenance

When adding your CSI codes, you must consider the following:

  • What short description do you want for each CSI code? This short description can match the description given by the Construction Specification Institute.
  • Do you want to include an extended description for any/all CSI codes? Extended descriptions can be as long as you need them to be and can be used to populate certain Item Descriptions automatically.

When you select Manage | CSI Maintenance, the corresponding part appears.

Columns

CSI Code The 5- or 6-digit Construction Specification Institute code.
Description A short description of the CSI code. This description can automatically populate the Description field on many Spitfire documents.
Extended Description A longer description of the CSI code. This description can automatically populate the Description field of items on certain Spitfire documents.
Auto Whether or not the CSI code should be used to create a cost code automatically during the setup of a new project. (See KBA-01398 for more information.)
Active Whether or not the CSI code can be used and selected from lookups in sfPMS.

 

Filters

Code Type the first characters of the CSI code(s) that you want to find.
Description Tyoe a few characters or use the wildcard (%) to find a specific Description.

 

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