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Add ERP Standard Cost Codes to the Company Level Admin Tool

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NEW ERP DOCUMENTATION EXPERIENCE!

We're building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for Workday®, QuickBooks® Online, Yardi Voyager®, Xero™, CMiC, NetSuite®, MRI Platform X®, Acumatica Cloud ERP, and MYOB Advanced Construction only. 

To view documentation for a Procore-supported ERP integration that is not yet part of the new experience, please see ERP Integrations and select the tile for your ERP system.

Objective

To add one (1) or more new cost code(s) to the ERP Standard Cost Code segment in the company's Admin tool. 

Background

If you have added new cost codes to the 'ERP Standard Cost Codes' segment in the company's Admin tool, those codes will need to be synced with your integrated ERP system. The way in which new cost codes are synced with your ERP system will depend on which ERP integration you're using. See Things to Know about your ERP Integration for details.

Things to Consider

  • Required User Permissions:
    • 'Admin' user permissions on the company's Admin tool.
  • Prerequisites:

Steps

  1. Navigate to the company's Admin tool. 
  2. Under Company Settings, click Work Breakdown Structure. 
  3. Under Segments select Cost Code.
  4. Choose one of the following options:
    1. If your company only has a ERP Standard Cost Code list, it appears in this page. Continue with the next step. 
      OR
    2. If your company has multiple cost code lists, locate the ERP Standard Cost Code list in the table and click Edit. 
      Notes: The ERP Standard Cost Codes list shows all of the codes that are available for use on your company's ERP-integrated projects. 
  5. Perform one of the following options depending on the tier of cost code you would like to add. See What is the difference between a flat and tiered segment in Procore's WBS?:
    1. To add a Tier-1 cost code, select Cost Code at the top of the hierarchy tree, then click Add Item and fill in a name and/or description.
    2. To add a Tier 2 cost code, select the Tier 1 cost code that it belongs to from the hierarchy tree, then click Add Item and fill in a name and/or description. 

See Also