In order to create Cost Codes, there must first be a Cost Category created for the Cost Code to appear under.

To create a Cost Category, click the gear icon, hit Setup and select Cost Codes.

In the top left corner, select the green New button and choose Cost Category.

Give your category a Title. This will be the group heading for all codes that are related to it. These categories can be as simple as Labor and Materials, or you can break them out based on your scope of work. After giving the category a title, click Save.

Cost Categories can be viewed in two places within Buildertrend. The first is in Setup.

The second place is in the Budget. The way in which your categories are organized within the Setup page will determine the order they will appear within your Budget.

What's Next? Things to Consider When Choosing Cost Codes

🚀Jump Ahead:

How Are Cost Codes Set Up In the Platform?

Did this answer your question?