Change Cost Code Description at the Project Level

Objective

To change cost code descriptions at the project level.

Background

When a new project is created in Procore, it inherits its cost codes (e.g. 200 Metal Joists) from the Company level. However, project managers may want to change the description of a cost code to use a more project-specific label (e.g. 200 Metal Joists and Bearers) to prevent confusion around which cost codes should be used on a project.

Things to Consider

• Required User Permissions:
  • To edit project cost codes:
    • 'Admin' on the project's Admin tool.
      OR
    • 'Read Only' or 'Standard' permissions on the project's Admin tool with the 'Manage Cost Codes' granular permission enabled on your permission template.
• Additional Information:
  • When you create a new project, it inherits its cost codes from the Company level. Any future changes to cost codes at the Company level are not automatically applied to the Project level.
  • For cost codes that are inherited from the Company level, you can only change the description of a cost code at the Project level; you cannot change the cost code number. However, if you create a new project-specific cost code at the Project level (denoted with blue text), you can change both the cost code number and description.

Steps

1. Navigate to the Project level Admin tool.
2. Under 'Project Settings', click Cost Codes.
3. Select a cost code in the Project Cost Codes list.
4. Click Edit.
5. Enter a new description.
6. Click Update.
7. Verify the change.
   
   

See Also

• What are Procore's Default Cost Codes?