Cost Code - Import
Updated
Suggested Prior Reading
To Import a List of Cost Codes
If JobPlanner is not integrated to an ERP system, importing Cost Codes is an easy way to populate the Cost Codes that can be used on a project.
The first step is to setup an Excel file with the information to be imported. See Cost Codes - Create the File to Import.
The next step is to do the import as described below.
Cost Codes being imported can match Company Cost Codes that already exist (and they will just be linked with those via the Code) or it can be Cost Codes specific to the Project (but only if the system is not integrated to an ERP system).
Note* The import does not occur instantaneously. It is imported on a scheduled basis in the background. So all the changes may not be reflected in the system right away and it is suggested to give it 30 to 60 minutes (depending on the amount of data to update).
Import the Cost Codes
- Navigate to the Cost Code list, see Accessing Cost Codes.
- Click the Import
button.
The Import Cost Codes form displays.
- Drag and drop files to the upload box or click on the text to upload the file with File Explorer.
- Upload the File
- A message appears outlining what was found and with prompts for how to continue.
If applicable:
The number of new Cost Codes is displayed.
The number of existing Cost Codes that are in both JobPlanner and the import file is displayed (these are determined by the code, i,e. if the Code matches it is considered an existing Code).
- To Save only New Codes, click the Save New Only
button.
OR
To Save or Update All codes (including new and update to existing such as name changes or Cost Types), click the Save/Update All 
button.
OR
To Close without doing the Import, click the Close 
button.
Note* No Cost Codes are ever deleted by doing an import. If the Cost Code exists on the project in JobPlanner but not the import file, it is just left in JobPlanner on the project as is.
Next Steps
Add Cost Code, see Add Cost Code
Search for a Division, see Cost Codes List - Search.
Expand Divisions to see Cost Codes, see Cost Codes List - Expand/Collapse Divisions.
Sort Columns to find information, see Cost Code List - Sort Columns.
View/Edit Cost Codes, see View/Edit Cost Code.
Delete individual Cost Codes from the project, see Cost Code - Delete.
Delete all Cost Codes from the the project, see Cost Code - Delete All.
Turn on Sub-Jobs, see Sub-Jobs.
