Add Custom Trade Codes

If you use generic trade codes, you can add custom trade codes to the list that is available when users in your organization create projects.

Newly added custom trade codes are available for all active projects, existing and new. If you change settings for a custom trade code that has already been used, that custom trade code will not be changed in previous and active 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 future projects.

To add custom trade codes:

  1. In the user menu, select Settings.
  2. On the Settings page, select Edit.
  3. In the Trade codes to display area, select Custom trade codes.
  4. In the Generic trade codes (Custom trade packages) area, select Add.
  5. In the new row, enter the name of the custom trade code and press Enter.