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:
- Go to Form Types
- Select Budget Form
- User Fields
- 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 codesÂ
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)