Account Code Setup

Create an Account Code

  1. From the Project home page, select the 1st Level drop-down menu.

  2. Select Master Data Libraries.

  3. Select Account Codes.

    • All the account codes appear on your screen in a hierarchy format

  4. Select the Staging tab.

  5. Click the check box next to any of the existing account codes.

  6. Click the Add Account Code button.

    • This creates a new account code with the code you selected as the parent

    • In the Account code details slide out panel, the following can be assigned:

      Item

      Function

      Parent Account Code

      Account Code with lower level “child” account codes below it.

      Account Code

      The alpha numeric sequence assigned as the code.

      Description

      Description detailing the account code’s scope.

      Currency

      The currency assigned to the account code.

      UoM Primary

      The primary unit of measure for the account code.

      UoM Secondary

      The secondary unit of measure for the account code.

      Auto Quantity Primary/Secondary

      Automatically roll up cost item quantities if the cost items and this account code have the same primary/secondary UoMs. It can also be set on a project specific basis.

      Parent Roll Up Behavior

      Controls whether primary or secondary quantities of account code roll up to the parent account code’s primary or secondary quantity.

      Account Code

      Tag 1-20

      Tags that can be associated to account codes to enable them to be categorized.

      User Defined Field 1-10

      Optional open-text fields you can use to add information related to the account code.

    The asterisk (*) at the beginning of a tile indicates it is a required field and it must be populated before the code will be created.

  7. Fill in the information below:

    • Account code: Your Initials (Since a parent was selected when creating this new account code, numbering prior to ‘–Your Initials’ will be the parent’s)

    • Description: Your Initials – Account Code

    • Currency: US Dollar

    • UoM primary: Ton

    • Leave all other defaults/blanks

  8. When you have filled out all the information, click Stage to send the new account code to staging area.

    • The new account code now exists in the Account Code Structure on the Staging tab

    • The new account code will not be available for use within projects until it is published

  9. If you have the permissions to publish account codes, check the box for the account code you created..

  10. Click the Publish button in the top-right corner of the page.