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Archive and Unarchive Cost Codes Synced With an ERP Integration

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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 archive and unarchive cost codes synced with an integrated ERP system using the Company Admin tool. 

Background

If you do not want unused cost codes to appear in projects, you can "archive" the unneeded cost codes. This can result in a cleaner Procore interface by removing cost codes that you do not need to work with. Archiving a cost code from the ERP Standard Cost Code list means the cost code can not be added to new or existing projects on which the cost code does not already exist. Archived cost codes can be “unarchived”, making the cost codes again available to be added to new or existing projects.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the company's Admin tool.
  • Additional Information:
    • Archiving a cost code does not impact the cost code on any existing projects where it already exists. The feature is only available on ERP-synced Standard Cost Code lists. This feature applies to companies integrated with an integrated ERP system. 
  • Not all ERP integrations handle cost codes in the same way. To learn more about how cost codes work with your integration, see Things to Know about your ERP Integration.

Steps

Archive Cost Codes

  1. Navigate to the company's Admin tool. 
  2. Under Company Settings, click Work Breakdown Structure.
  3. Select Cost Codes.
  4. Select the cost code list from View - ERP Standard Cost Code List.
  5. From the Status column, mark the Cost Code check box, then select Inactive from the drop-down menu.
    Note: Cost codes that are archived will appear in red in the list.

Unarchive Cost Codes

  1. Navigate to the company's Admin tool. 
  2. Under Company Settings, click Work Breakdown Structure.
  3. Select Cost Codes.
  4. Select the cost code list from View - ERP Standard Cost Code List.
  5. From the Status column, mark the Cost Code check box, then select Active from the drop-down menu.
    Note: Cost codes that are archived will appear in red in the list.