Sub Job Cost Codes - Delete

Suggested Prior Reading

Sub Job Cost Codes

Editing a Sub Job Cost Code

Only Sub Job Cost Codes that have not been assigned to a Budget line item or Schedule of Values item can be deleted.

Deleting a Sub Job Cost Code has three steps;

  • Locating the Sub Job that has the Cost Code to delete
  • Locating the Sub Job Cost Code to delete
  • Deleting the Sub Job Cost Code

Note* Sub Job Cost Codes are separate from the Project Cost Codes and if one is deleted in one place, it doesn't impact the other place.

To Delete a Sub Job Cost Code
  1. Navigate to the Cost Code list, see Accessing Cost Codes.
  2. If required, navigate the list of Sub Jobs to find the one to delete the Sub Job Cost Codes on:
    1. Set the number of Sub Jobs to display per page, see Sub Jobs - Setting the number of sub jobs to display.
    2. Narrow the list by searching for sub jobs, see Sub Jobs - Search.
    3. If there is a large number of Sub Jobs, navigate the pages, see Page Navigation.
  3. For the Sub Job to delete the Cost Codes on, click on the Number of Cost Codes clickable link in the column for the Sub Job. See Sub Job Cost Codes for more information.

The Sub Job Cost Codes form displays.

  1. Navigate to the Cost Code to delete:
    1. Search the Divisions to locate the Cost Code, see Sub Jobs Cost Codes - Search.
    2. Expand Divisions to see Cost Codes, see Sub Jobs Cost Codes - Expand/Collapse Divisions.
    3. Sort Columns to find the Cost Code, see Sub Jobs Cost Code - Sort.
  2. Hover on the Row of the Cost Code to delete).
  3. Click the Delete button.

Note, Sub Job Cost Codes can only be deleted if no Budget items or Schedule of Value items have been assigned the Sub Job Cost Code. If they are assigned to a Budget item or Schedule of Value item, the Delete button appears in light red color and can not be clicked.

If no Budget items or Schedule of Value items have been assigned to the Sub Job, a confirmation prompt appears, confirming the delete.

  1. Click the Delete button to delete the Sub Job Cost Code. The remaining Sub Job Cost Codes are listed (grouped by Division). See Sub Job Cost Codes - Expand/Collapse Divisions for more information on expanding them out.

OR

Click the Cancel button to cancel the delete.

More Information

Sub Job Cost Codes

Next Steps

To use the Cost Codes in Job Costing, see Job Costing.


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