Creating a Cost Code Definition

Use Cost Code definitions for designing the layout of cost code segments. Cost codes, or CBS codes, are used on cost business processes that will affect project cost sheets.

To create a cost code definition:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Data Structure Setup > Data Definitions > Cost Code.
  3. Click the New button. The Create New Data Definition window opens.
  4. In the Name field, enter a unique name for the definition.
    • The name can include alphanumeric characters, spaces, dashes, and underlines.
    • The name will be case-sensitive.
    • The name cannot begin the name with a prefix reserved by Unifier: SYS, uuu, or Picker.
  5. In the Label field, enter the label you want to appear for this field on forms.
  6. In the Input Type field, select the method the user will use to enter the data.
  7. Click OK.

Last Published Monday, June 3, 2024