Assigning charge codes to a project

You can use charge codes to categorize costs against project budgets. You can associate a charge code at the project level to group and track similar types of revenue and expenses.

Before you begin

Use the Financials viewlet to perform this task. In the navigation bar, click Work, and click the Financials tab.

About this task

You can associate charge codes to projects only. You can associate child-level charge codes with a project without also associating a top-level charge code. However, when you associate a top-level charge code with a project, all the child-level charge codes are also associated by default.

To associate charge code to a project:

Procedure

  1. In the Work view, make sure that the Financials viewlet is open.
  2. In the WBS tree, select the project to assign charge codes to.
  3. In the Charge Code section, click Add.
  4. Select the charge code and click Add.
  5. Click Save.

What to do next

To remove a charge code, select it, and click Remove remove icon. Click Save.

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