Forms Used to Copy Cost Code Structures

Form Name

FormID

Navigation

Usage

Work with Cost Code Structures

W51091G

Job & Budget Setup (G5111), Copy Selected Master Codes

Job Cost Setup (G5141), Job Cost Code Structures

Review and select chart types.

Copy Cost Codes

W51091J

Select a chart type on Work with Cost Code Structures, and then select either Copy Chart to Chart or Copy Chart to Job from the Row menu.

Copy a cost code structure from one chart type to another chart type or to another job. The system displays the fields appropriate to the task depending on the Row menu that you select. You can also copy a specified cost code to create a new cost code for the same chart. The system copies all the cost types associated with the specified cost code.

Chart Type Setup

W51091I

Select a chart type on Work with Cost Code Structures. Depending on processing option settings, you might need to select Chart Type Setup from the Row menu.

Review and revise the cost code structure.

Copy Random Accounts

W51091A

Select the individual cost codes to copy, and then select Copy Accounts from the Row menu.

Copy selected cost codes from one chart type to another. Enter the chart type to which you want the selected accounts copy and select the Update check box.

Work with Job Master

W51006R

Job & Budget Setup (G5111), Copy Similar Job

Review and select jobs.

Copy Cost Codes (Release 9.2 Update)

W51091J

Select a job on Work with Job Master, select Adding Accounts from the Row menu, and then select Copy Job to Job(s), Copy Job to Chart, Copy Job to Job, or Copy Job to Job Type from the Row menu.

Copy a cost code structure from one job to another job, job type, or chart type. The system displays the fields appropriate to the task depending on the Row menu that you select. You can copy the entire cost code structure from one job or another job to multiple new jobs. You can also specify to copy a range of cost codes and cost types, as well as copy based on the account level of detail. You can also copy a specified cost code to create a new cost code for the same job. The system copies all the cost types associated with the specified cost code.

Original Budget / Account Master Sequence

W510121B

Select a job on Work with Job Master. Depending on the processing option settings, you might have to select Job Budgets, Budget Original from the Row menu to access the form.

Review and revise the cost code structure for a job.

Copy Random Accounts

W51091A

Select the individual cost codes to copy, and then select Copy Accounts from the Row menu.

Copy selected cost codes from one job to another. Enter the job to which you want the selected accounts copy and select the Update check box.