Choose Which Trade Codes Are Available for Projects

The kind of work that a tender package covers is given by the trade codes that you assign to it. When you create a tender package, you assign the trade codes.

By default, new tender packages are named according to the first trade code you assign it. Of course, you can change the name of a tender package, but it's important to remember that each one should cover work that is described by its trade codes.

When members of your organization start adding tender packages to projects, you specify which set of trade codes they will have to choose from.

To select trade codes:

  1. In the user menu, select Settings.
  2. On the Settings page, select Edit.
  3. In the Trade Codes area, under Trade codes to display, select the trade code types that you want to be available in projects:
    • CSI MasterFormat (UCI specific): Display a set of generic default trade codes as specified and defined by the Construction Specifications Institute (CSI). These trade codes may not be common in all regions. They are usually shown with six-digit numerical identifiers and include general categories, like Masonry (040000), and many levels of subcategories, like Stone Assemblies (044000).

      This is a good choice if your project records match the project spec scheme used by the Construction Specifications Institute.

      Only trade codes specified by the CSI are available with this option with no customization.

    • Default trade codes (Generic Default trade codes not including custom codes): Display generic default trade codes that have been added in the application on the Settings page. By default, this set is more generic. It includes many to start, and it gets as specific as "Louvres & Grilles," but it's still just a long flat list that might not align perfectly with CSI standards.

      Default trade code settings cannot be changed.

    • Custom trade codes (Generic codes added by your organization): Display a custom set of trade codes specific to your organization that can range from generic trade codes to special trade codes.

      Newly added custom trade codes will be available for all active projects, existing and new. If you change a custom trade code that has already been used, the settings for that custom trade code will not be changed for those projects. Changes will only apply the next time you create a project. This makes it easier for you to maintain a history of popular custom trade codes used among your organization while still being able to tweak them as needed for new projects.

  4. If the Trade codes to display setting is set to include generic trade codes, you can add and remove them in the Generic trade codes (Custom trade packages) list.

    Note: You can choose to display only Custom or Default trade codes in the list by applying a filter in the Filters list.