Budget Codes
Budget codes are automatically enabled for all jobs.
If a job is selected and any of the vendor codes also exist in the budget, a budget tag is displayed to indicate which vendor codes are part of the budget.
If a code that is not part of the vendor or budget codes is selected, an inline warning appears: “This code is not a budget code.”
Vendor Codes
Cost codes and accounts will be automatically assigned to vendors based on your historical spend patterns.
If you click on a vendor, you will see codes assigned to that vendor.
You can manually add or remove codes as well.
Cost Coding
Here is how we use budget and vendor codes to speed up your job costing workflow:
| No budget selected | One budget code | Multiple budget codes |
No vendor selected | Not applicable | Code auto-selected | Code list filtered |
One vendor code | Code auto-selected | Code auto-selected | Code auto-selected |
Multiple vendor codes | Code list filtered | Code list filtered | Code list filtered |
These filters will apply to bills, receipts, draws and POs. You can always add or remove filters.
Adding and Filtering Cost Codes
You can now filter cost codes by budget codes, vendor codes, specific cost codes, and accounts across all areas where cost codes or accounts can be added. Here are some of those views:
View Item in Draws
View Cost code / Account in Bills / Receipt
Managing Permissions for Cost Codes
Permissions are critical for controlling who can view and add cost codes in Adaptive.
By default, all default roles, including contributors, have the “Can View All Cost Codes/Accounts” permission enabled.
Checked (Default for All Roles):
Users can view and add any cost code. While this permission is enabled for all roles, the filtering and auto-selection rules described above still apply when cost coding transactions, ensuring a streamlined experience.
Unchecked:
Users can only view and select cost codes that have been explicitly assigned to the selected budget or vendor.
If you want to limit the cost codes visible to certain users, create or edit an existing custom role and uncheck the “Can View All Cost Codes/Accounts” permission for that role.
FAQ
Why should I use budget and vendor cost codes?
Budget codes help ensure accuracy by restricting your team to coding transactions only to the codes included in your budget.
Vendor codes streamline cost coding by showing users only the relevant codes for each vendor, making it easier to select the correct one.
Can I remove a cost code that was accidentally added to a vendor?
Yes! Navigate to the relevant vendor page and manually delete the cost code from the list.
If you need to re-add a cost code after removing it, simply return to the vendor or budget page and add the cost code again.
This feature is currently in Beta. If you are interesting in learning more or have any questions please reach out to [email protected].