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Question

Cost Code Descriptions in Project Conversion

  • January 28, 2025
  • 0 replies
  • 29 views

I’m looking for a way to ensure that when I convert a project quote into a project, the descriptions of the cost codes reflect the individual cost code descriptions rather than being aggregated in the revenue and cost budgets. For instance, if my cost code 15-100 is labeled as “Hardware,” I would like the project to display “Hardware” instead of the “aggregated: material”.

 

Is there a way to ensure the cost code descriptions are carried over from the quotes to the projects?

Project Quote

 

Project Cost Budget

Thank you!

Gisele