Advanced List Management
Modified on: Tue, 13 Sep, 2022 at 11:16 AM
Organization list of the cost codes and categories for the organizations. When a project is created this list will populate within the project.
As a stand-alone organization (no integrations with accounting platforms) this list is manually created and maintained.
As an integrated organization (integrations with accounting platforms) this list is controlled by the data in the accounting platform. The list will be updated at the time of an organization synchronization with the accounting program.
Please note that project level cost codes must have the S or Subcontract category, if the S is not available the option to select item types will not be available. This can also impact the experience within Cost Management > Commitment Events
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