Budget Cost Code Configuration

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

  1. 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

  1. Fill in Custom Field Basic Settings

  1. Click on Options

  1. Add Value

  1. Fill in Cost Codes & Descriptions

10. Save

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