Changing or Deleting Codes

JobCostGuide > Job Cost > Setting Up the Job Cost Module > Changing or Deleting Codes

You can update or delete Cost Codes and Phases from within the job unless they have WIP posted to them. You can make changes to Cost Code and Phase Templates any time. If you make changes to a Template, it will not affect any Codes already included in a job.

To change or delete templates:

1 In Job Cost, select Options > <template you want to edit> from the left navigation pane.

2 Click the Find button and select the template you want to change or delete.

3 Click the Edit button. This button label will change to Del.

4 If you are editing this code, make your changes and then click Save.

If you want to delete this code, click the Del button.

5 Repeat the previous steps until you are finished changing or deleting all the templates you want.

6 Click Cancel to exit the window.

To change Codes:

1 In Job Cost, select Job > Add/Change Jobs from the left navigation pane.

2 Use the Find button to open the Lookup and select the job that has the Cost Code you want to change.

3 Click the Edit button.

4 In the job Detail grid, double-click the Code you want to change.

5 In the Cost Code window, make the necessary changes and save.

To update the Code template from this window, select the Update template check box.

6 Click OK to save the changes.

To delete a Code or Phase from a job, right-click at the start of the row and select Delete Row.