Add a Sub-Cost Code

Sub-cost codes let you break down your budget categories into more specific parts, giving you greater visibility into exactly where money is being spent. By assigning costs to these more detailed segments, you can identify trends, spot overruns sooner, and better understand the true drivers behind your project expenses. This added level of detail ultimately improves the accuracy of your budgeting, forecasting, and financial reporting.

See Cost Codes to learn more about creating main cost codes before setting up sub-cost codes.

To create a sub-cost code:

1. Go to Settings > Other > Cost Codes and Names.

2. Find the parent cost code you want to expand.

3. Click the + icon next to the existing parent cost code to add a new sub-cost code beneath it.

You can also create another sub-cost code within an existing sub-cost code by clicking the + icon again. This allows you to build multiple layers of detail when needed, helping you track project costs with greater accuracy and organize expenses in a clearer, more meaningful structure.

1. Enter the name of your new sub-cost code.

2. Click Save to complete the process.

This will create a structured hierarchy, helping you organize your costs more precisely.

See also

To learn more about managing cost codes, you can check:

• Set Up and Use Cost Types: Learn how to set up and use Cost Types (Labor, Materials, Equipment, etc.) for granular budgeting.

• Use Cost Types: Learn how to use Cost Codes to help you organize and track project costs in detail.