On one of our new projects, we added cost codes through the Cost Code Maintenance tool. We have not entered a budget through BFA yet, but we still expected the cost codes to show up in Project Analysis mode of BFA. Why are the cost codes missing?
The cost codes are missing because the BFA workbook (in any mode) displays budget lines that are associated with cost codes AND account categories.
When a cost code is added in Cost Code Maintenance, BFA does not know which account(s) to pair with the new cost code, so it falls out of the display until something resolves the pairing.
Spitfire learns which one or more account categories to pair with a cost code when:
- there is a posting of an actual cost or committed value from the accounting system.
- the cost code and account category are listed on a Commitment (even if not posted).
- the cost code and account category are listed on a Change Order (even if not yet posted).
- the cost code and account category are added to the BFA workbook in budget mode (either manually or via an import). An amount greater than zero is not required.
In short, once one of the above has happened, the cost code will appear in your BFA workbook.
KBA-01791; Last updated: February 25, 2020 at 9:57 am