Job Cost Code Viewer


Create and maintain the job-specific cost codes that your company uses to track costing information. Refer to the Job Overview for information on related records and procedures.


Required for job costing. At least one job-specific cost code must be created for each job.

Job Cost Codes attached to Job Template records may only be edited by users with access to Job Templates via their User Groups.

PM (Project Manager) filtering has been applied to these records; only those Job Cost Codes corresponding to the user’s PM Filter may be selected.


Registry to Prevent Selection of Completed Cost Codes / Billing Items

Allow the user to set the Date Completed in the Job's Cost Codes and Billing Items when the user sets the Date Closed in the Job Record (see Job Registry).

Important Fields:

Note: this Help Topic lists the standard configuration of all fields that may be included in this record. If you are using a customized system, the fields displayed on your screen may not exactly match the order or status (required, optional, default, display-only, hidden, etc.) of the fields described in this Topic.

Main Tab:

Job Cost Code Id: (30 character, only . and - special characters)
This alphanumeric field must uniquely identify this Cost Code for this Job Id. For example, Job 100 and Job 200 could each have a Job Cost Code with the Id "materials".

Job Cost Code Name: (40 character)
Optional. Briefly describes this Job Cost Code.

Office Field
By default, this field is set to Office. If this job code always (or almost always) pertains to labor completed in the office, retain the Office option. If this cost code usually pertains to work done at a job site, select Field (by double-clicking on its radio button).

The system uses these fields to default the Payroll Tax Authorities in Payroll Adjustment and Labor journal entries. If this cost code is marked office, the system looks at the State and Local Tax Authorities in the Employee record to determine the physical location of the employee when he was working on a job. If the cost code is marked field and the employee is flagged as a field employee, the system looks at the State and Local Tax Authorities in the Job record to determine the physical location of the employee when he was working on a job.

Job Id:
The Job this Cost Code is being created for. This field is required since cost codes are job-specific. If the user changes the Job Id in an existing record, the viewer will change to ‘add’ mode to allow the cost code be ‘cloned’ for the new job if it does not already exist.

GL Entity Id:
If your firm departmentalizes or uses Intercompany processing, enter the GL Entity Id that expenses and income for this cost code are charged to (double-click or press Alt+F7 to select from a list of GL Entities). This field defaults from the GL Entity in the Job record (if one was filled in) if you are manually creating this record. If this record was created using a Job Template, it defaulted from the Cost Code associated with the template Job.

When Intercompany Processing is enabled, the GL Entities specified in the Job record MUST reference the same Company as the GL Entities specified in its Cost Codes. Validation will not allow the GL Entity to be changed to one referencing a different Company.

Billing Item Id:
Optional. The default Job Billing Item this Cost Code should be associated with for invoicing purposes. Note that each Job Billing Item may have multiple Job Cost Codes. If a Job Cost Code Registry is enabled, the user will be warned if this field is changed when Job Progress lines referencing it exists.

Hrly Burden:
Optional for Cost Codes associated with labor. This field should only be used if you wish to have a different overhead burden for each Cost Code. Otherwise, the Burden should be locked into the Employee's Earnings Tab. If completed, this rate should include the general and administrative expenses associated with this category of labor.

GL Income:
Required. This income account will be used for posting T&M lines to the Sales Journal by Automated Invoicing if a GL Income Account is not specified in the Job Cost Category selected on that line. If the Job Cost Category specifies an Income Account, it will be used instead.

Cost Code Group:  Cost Code Level2 Id:
If this level of costing is implemented on your system, enter an appropriate Id or double-click to select from a list of Id's.

Discipline Id:
If Discipline records are included in your job cost reporting system (typically for union payroll), enter the Discipline Id this Labor-related Job Cost Code pertains to.

Skill Id
Skill records allow for more detailed Job Cost coding in Reports and KPIs. This field is for reporting only: it is not NOT written to Job History (or other History records) when an entry for this Job Cost Code is posted.

Estimated Cost:  Estimated Revenue:
The estimated cost and revenue associated with this code, for reporting purposes.

Certified PR Report?
Check this field (by double-clicking or pressing the Spacebar) if labor charges to this job should be included on the Certified Payroll report.

If a single job will incur labor that requires certified reporting as well as labor that does not require certified reporting, set up multiple labor cost codes, some of which have the Certified Payroll box checked, and some which do not.

CIP Discount?
This field should be flagged if the CIP Discount Percent in the Job record should be applied to discounts for non-wage labor (burden) costs posted to this Job Cost Code.

Version 9.1 and Above: This version refines the handling of this field. If the CIP Discount box is flagged in the applicable Earnings record and in this Job Cost Code record, the CIP Discount Percent in the Job record will be applied to discounts the non-wage labor (burden) cost posted to this Job Cost Code. In the original implementation, all N/A-type earnings were subject to CIP Discounting.  

NOTE: use of this feature requires that the global registry option LaborJobCostRateMethod is set to New.  

Default for AR Post?
Check this field if sales tax and miscellaneous charges should be applied to this cost code.  In general, only one Cost Code per Job should be flagged. Record Billing Adjustments (for construction invoices), Service Invoices, and Recurring PM's (using the Accelerated Payment Technology to bill via credit card)  all use the cost code with this when the tax lines for the AR Sales Journal are generated.  If more than one Cost Code exists for the selected Job, but none are flagged as Default for AR Post, the system will simply select one.

Date Must Start:  Date Must Complete:
These informational fields are used to indicate when work associated with this cost code should be started/completed.

Date Started: Date Completed:
The Date Completed field is referenced when entering labor, material or other charges to this Cost Code. If the Effective Date of the entry exceeds the Date Completed, the system will warn you of the problem (but will not prevent the transaction from being saved). The Date Started field provides optional information for planning and scheduling purposes. Enter the date in mmddyyyy format or double-click on this field to access the calendar viewer to do so.

A registry setting may be enabled to allow the user to set the Date Completed in the Job's Cost Codes and Billing Items when the user sets the Date Closed in the Job record (see Job Registry).

Job Cost Code User1: Job Cost Code User2: (30 character x 2)
Optional, user-defined fields.

Job Cost Category Usage Filter
This field allows the user to filter which Cost Categories are eligible for selection when this Cost Code is entered in certain journals and records. When the user specifies this Cost Code in a detail line (i.e, for a Job Journal entry), the contents of this Usage Filter will automatically be added to the Cost Cat: range of the Job Cost Category filter preceded by sql=.  This special filtering  is in addition to any Job Cost Category filtering implemented for that specific journal or record.

Click the Test Filter button to preview the results of the Cost Category Usage field. The Cost Category list will be opened pre-filtered to the contents of the Cost Category Usage field.

TechAnywhere Note: These Cost Code ~ Cost Category Usage Validations are currently  disabled for TechAnywhere Posts.  In the labor Journal, cost category restrictions have been refined  to tolerate TechAnywhere posts to the Labor Journal.

Job Journal Registry to Change the Cost Code ~ Cost Category Validation Error into a Warning.

If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be cleared when necessary.

Security Id:
If multiple location security is implemented on your centralized database system, this informational field displays the Security Id of the local user that created this record. If multiple location security is not implemented on your system, or if this record was created by a global user, this field will be blank.



GMP %:
This field is used to calculate the add-on fee for GMP jobs. It should be completed for Job Cost Codes used for GMP Fees. It should NOT be completed for Job Cost Codes used for GMP Revenue Adjustments. Fees are calculated when Start Compute GMP Special Revenue is run as a scheduled event or when Record Billing Adjustments is run.

Cost Cat:
This field should only be completed if it is for a Job Cost Code which will be used in GMP Revenue Adjustment/Over Contract JCH entries. The Cost Category should have a Posting Cost Type & a Selection Cost Type of Other.


Skills - Disciplines - Cost Category
If these filters are blank, the GMP % in this record will always be applied. If one or more of these filters is completed, they will be used to limit the GMP % revenue calculations.