Templates – Part 2, Cost Codes

Templates allow PRIVV users to configure their company's PRIVV to their specific industry and the types of projects they'll be creating in PRIVV. The user will need to configure Project Types, Cost Codes, Schedule Activities, and Workplan Tasks.

Part 2 – Cost Codes

PRIVV allows users to create an exhaustive list of organization-wide Cost Codes to be used on any project. These Cost Codes can be arranged as desired and deleted.

Note: Only certain System Admins granted this permission can edit Cost Codes, but a project manager can create a one-off code for a project and submit it for approval for use on future projects. Click here for an explanation on that process.

To configure Cost Codes in PRIVV, please follow the steps below:

1. Click on Organization Lists.
2. Click on Cost Codes.
3. Click the + New button.
   1. Here, you will create a Cost Code category that houses other cost codes.
4. Enter the Cost Code number and title.
5. Click the + button to add the Cost Code.
6. Click the green checkmark.
7. Return to the Configuration module to complete Part 3.