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Job Cost Codes

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Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...
Kenani Brandon 11 months ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...
Sue Parker 3 months ago in Job Cost Codes / User Security Roles 1 Future consideration

Scheduling Functionality

Scheduling functionality that can associate budget line items/cost codes with schedule lines to make forecasts fluid as the schedule adjusts.
Sue Parker over 1 year ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration

Have a global setting for setting cost codes as either numeric or alpha numeric

In the process of connecting accounting platforms to SCM clients are having to make decisions about their cost codes based on SCM cost codes being alpha numeric. This leads to rehauling cost codes or having them show up in a "weird" order in SCM. ...
Sean Coffman about 2 months ago in Job Cost Codes 0 Future consideration

Job Cost Code Status

Add a status to Job Cost Codes so they can be closed when work is finished. Then hide those cost codes so they can't be selected in transactions. This would have 2 benefits. There would be less chance of miscoding transactions and there would be l...
Tim Smith about 1 year ago in Job Cost Codes 0 Future consideration

Employee - Set default works comp code

Set a default workers comp code for the employee, when this employee is referenced on a labor timecard it should default to this code
Jack Speshock 4 months ago in Employees (Active or Inactive) / Job Cost Codes / Labor Timecards 1 Future consideration

Unable to Delete Cost Code when Employee Clocked in using that cost code

When helping customers clean up their cost codes lists after implementation, we ran into an issue trying to delete a cost code from the project. If an employee has clocked in using that cost code, we have no way to delete the cost code until the e...
Guest 3 months ago in Clock-In / Clock-Out / Job Cost Codes 0 Future consideration

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest about 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

Cost code filter

inquiring about a filtered cost code search for codes that have been specifically tagged to PO's, SCO, etc.. similarly to the way we can filter within a PO's to narrow a search from within that window.
Guest 9 months ago in Job Cost Codes 1 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest 11 months ago in Companies / Job Cost Codes / Tax 0 Future consideration