Settings - Cost Codes - Delete

Suggested Prior Reading

Settings - Cost Codes

Deleting a Company Cost Code

If JobPlanner is not integrated to an ERP system, Company Cost Codes can be deleted.

However, this does not have any impact on Projects with those Cost Codes. Those project Cost Codes have to be maintained/deleted individually at the project level.

Note* If this is the last Code in that Division and it is deleted, the Division will be automatically deleted as well.

If JobPlanner is integrated to an ERP system, Company Cost Codes are maintained in the ERP and automatically updated here.

To Delete a Cost Code

  1. Access Cost Types, see Settings - Cost Codes.
  2. If required, search for and/or sort the Divisions, to find the Division with the Cost Code to delete, see Settings - Cost Codes - Search, Expand/Collapse, Sort Divisions.
  3. Expand out the Division with the Cost Code to delete, see Settings - Cost Codes - Search, Expand/Collapse, Sort Divisions.
  4. Hover on the row for the Cost Code.
  5. Click the Delete button on the row for the Cost Code.

A confirmation prompt appears confirming the deletion.

  1. Click the Delete button to delete the Cost Type. The remaining Cost Codes are listed.

OR

Click the Cancel button to cancel the delete.

More Information

To add a Cost Code, see Settings - Cost Codes - Add.

To Batch Import a list of Cost Codes, see Settings - Cost Codes - Import.

To edit an existing Cost Code, (including changing the Division to which a Code belongs), see Settings - Cost Codes - View/Edit

To delete all Cost Codes entered in the Global Settings, see Settings - Cost Codes - Delete All.

Next Steps

Maintain Cost Codes that are used on individual Projects, see Cost Codes.


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