Budget Cost Code Configuration

There is a lot of flexibility in the RIB CX configuration options to setup cost codes within the system.

To add cost codes:

  1. Go to Form Types
  2. Select Budget Form
  3. User Fields
  4. Add New


5. Select Add Custom Field Type

Text - Allows Users to enter a cost code manually on a form

Select - Provides an option to select from a list of cost codes 

Cascading - Cascading lists gives an option to have multiple cost types, with drop down to multiple cost codes

Note: Example of Select cost code option


6. Fill in Custom Field Basic Settings


7. Click on Options

8. Add Value


9. Fill in Cost Codes & Descriptions

10. Save


Admin users will be able to Create, Update and Retire these codes (when not in use)