Associating Cost Codes by Product

Overview

Sometimes a specific product needs a different cost code to the rest of its component type. You can override the inherited cost code directly on the takeoff screen while working in a job. For setting cost codes at the manufacturer and component type levels, see Associating Cost Codes by Type and Manufacturer.

Setting a cost code on the product selection screen

When you are selecting a product to add to your estimate, the cost code drop-down appears alongside the other product details. This is useful when a product has no cost code assigned, or when you need to override the inherited code for a specific item.

1. 1

   Select your product as you normally would.

2. 2

   Before pressing Confirm, click the Cost Code drop-down at the end of the selection row.

3. 3

   Choose the cost code you want for this specific item.

4. 4

   Enter your quantity and press Confirm.

Changing cost codes in bulk with Change Cost Code by Range

If you need to change the cost code for multiple items that are already in your estimate, you can do so in one go.

1. 1

   On the takeoff screen, highlight the rows you want to change.

2. 2

   Right-click and select Change Cost Code by Range.

3. 3

   In the dialogue that appears, select the new cost code from the drop-down.

4. 4

   Press Confirm. All highlighted rows will be updated.

Priority and override behaviour

When Ensign determines which cost code to display for a product, it follows this priority order (highest to lowest):

1. Individual product override — if a cost code has been set directly on the product, that takes precedence.
2. Component type — if no individual override exists, the component type code is used.
3. Manufacturer — if neither of the above is set, the manufacturer-level code is used.

If no cost code has been set at any level, the cost code column for that product will be blank. You can then assign one manually using the methods described above.