Add User Codes


How do I add a new User Code ?


  • Go to Estimating database breadcrumb.
  • Go to User Code database by double clicking User Codes.
  • Click on a User Code similar to the new one you want to add.
  • Click on Copy and Insert icon. The Add User Code box will appear.
  • Add or edit a unique Code, Description, Subdivision, Cost Type, Tax Class, and Costing Code along with markups
  • Hit save when done. (Hint – If the new User Code does not appear hit the Refresh Icon near the upper right side of the screen)