Account code set

Account code sets are used to group together account codes and tag them for use with scope items. This lets you narrow down the account codes in the master data library to only those necessary for use in Design for specific projects.

Account code sets are created at the organization level. To make an account code set available in project settings, select an account code set at the organization level. For more information, see Account code set in organization settings.

You can manage account code set settings for your project in Settings > Design > Engineering > Account code set.

Tied to account code set - You can tie an account code set to your project by turning the Tied to account code set toggle to On. You can then select an account code set. Only account codes in that set are available to assign to scope items in the project.

Select UoM from Account Code Set - You can set either the primary or alternate system UoM to be used throughout the project. The primary and alternate system UoM are configured at the organizational level.

Validate UoM for claiming toggle – You can choose to validate the account code primary UOM from the master library. When the Validate UoM for claiming toggle is turned to On, the UoM in account code, scope item, and WBS must match to enable claiming. By setting the Validate UoM for claiming toggle to Off, only the UoM for the scope item and WBS must match.

Considerations

• You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Engineering.

• To turn the Tied to account code set toggle to On or Off, the scope items grid for the project must be empty.