Step 1: Access the Project
From the left-hand navigation menu, select Projects.
Choose the specific project you want to import cost codes for.
Step 2: Navigate to Cost Codes Tab
Click on the Cost Codes tab within the selected project.
Step 3: Initiate Import Process
Locate & select the lower Actions button in Cost Codes tab.
From the drop down select Import Cost Codes.
Step 4: Download Template
A pop-up will appear; download the provided template to your computer.
Step 5: Fill Out the Template
Open the downloaded template.
You will see two columns: Code and Description.
Enter the code and description for each cost code you wish to import & save to your computer.
Step 6: Upload the Completed Template
Return to Requidex.
In the pop-up, select click here to upload.
Choose the cost code file you just saved.
Step 7: Review the Data
Review the imported code and description in the pop-up.
Ensure all data is correct.
Step 8: Complete the Import
If satisfied with the data, click import in the bottom right corner of the pop-up.
All cost codes will be imported for the project.
Step 9: Check Status of Cost Codes
After import, you will see a status indicating the cost codes are now active.
Step 10: Manage Cost Codes
If needed, select a cost code and set it to inactive to hide it from the project.