Adding a Chart of Accounts for a Project

Access the Copy Cost Codes form.

Chart Type

Enter the chart of account type to copy to the job for the project.

Note: If you specify in the processing options that the copy source is a job, this field appears with the label Job, and you select the job from which to copy cost codes.

Job

Select the job or business unit to which you want to copy cost codes for the selected project.

Cost Code From and Cost Code Thru (cost code through)

Define the range of subsidiary accounts to copy to the project. The system uses this information to determine cost allocation.

Cost Type From and Cost Type Thru (cost type through)

Define the range of object accounts for the project.

Level of Detail

Specify the level of detail for the project accounts. The system uses this value to summarize and classify the accounts in the general ledger.