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Sage Construction Management Ideas Portal
Status Already exists
Created by Guest
Created on Mar 13, 2025

Auto Tagging Parent Cost Code when Child Cost Code is checked

Clients are requesting that when adding in Cost Codes in the system that when a user clicks on the child parent it auto selects the parent, rather than having to tag both. Should be a one to one relationship rather than the system allowing a child to be pulled in without the parent.

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    David Holler
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    Mar 17, 2025

    This feature already exists. There are two key points to confirm to make this work correctly. In Settings >Company Settings > Cost Codes, you need to set up Division Codes in Tier 1 and Job Cost Codes in Tier 2 (screen shot attached). Also, at the Project Level, when setting up the Project & Prime Contract, make sure the Job Cost Code Table is filled out correctly. Again the Parent Code is the Division Cost Code and the Major level is the Job Cost Code. (Screen shot attached).