Account Code Assignment

Account codes can only be assigned to terminal items. Parents cannot have an account code.

Assign Account Codes to Cost Items

  1. From within the Control Workspaces page of a project, select the CBS tab to view your Cost Breakdown Structure.

  2. From the View menu, select the Project Controls view by first selecting View more, if not already displayed.

  3. Within the Task Details data block, click on the right arrow to progress to the Account Code column.

  4. For a cost item you wish to have an Account Code assigned, double click in the Account Code cell for that cost item.

  5. Use the search box to find the account code to assign, then click Select, and then click Assign.