Resource Cost Codes and Operation Cost Codes Feature in Profitz

Description: Resource and Operation Cost Codes allow you to allocate costs accurately on jobs. Resource Cost Codes describe company resources such as labour, materials, or plant, while Operation Cost Codes describe specific tasks or activities. You can define codes globally in the library or create job‑specific codes when requirements exist.

Product overview:

• Purpose and Benefits:
  • Resource Cost Codes ensure that costs for labour, materials, and plant are tracked consistently.
  • Operation Cost Codes define project activities (e.g., project setup, roofing, plumbing) for accurate allocation.
  • Together, these codes improve reporting, budgeting, and audit transparency.
• How to Access:
  • Navigate to Jobs › Job Setup › Resource Cost Codes or Jobs › Job Setup › Operation Cost Codes.

1. Understand the Cost Code Type prerequisite

• Navigate to Jobs › Job Setup › Basic Details.
• The Cost Code Type (Cc Type) determines whether you can add job‑specific codes or must use the library.
  • Library Only: Only global codes are permitted.
  • Job Only: Only job‑specific codes are permitted.
  • Job + Library: Both global and job‑specific codes are permitted.
• Note: If a code already exists in the Library (e.g., 0001.000 Preliminary and General), you do not need to re‑enter it against the job.

2. Add Job‑Specific Resource Cost Codes

1. Navigate to Jobs › Job Setup › Resource Cost Codes.
2. Click Add to create a new Resource Cost Code.
3. Complete the fields:
   • Job No/Job Name: Automatically populated with the current job details.
   • Code: Enter a short identifier (e.g., LAPLU).
   • Description: Enter a descriptive name (e.g., Labour Plumbing).

4. Press Enter to confirm changes or Esc to cancel.

   

Best Practices:

•  
  • Use consistent naming conventions for codes to simplify reporting.
  • Align GL Account Codes with your chart of accounts to avoid reconciliation issues.
• Limitations:
  • You can only add Resource Cost Codes if the job’s Cc Type is set to Job Only or Library + Job.

3. Add Job‑Specific Operation Cost Codes

1. Navigate to Jobs › Job Setup › Operation Cost Codes.
2. Click Add to create a new Operation Cost Code.
3. Complete the fields:
   • Job No/Job Name: Automatically populated with the current job details.
   • Code: Enter a short identifier (e.g., 01).
   • Description: Enter a descriptive name (e.g., Project Setup).

4. Press Enter to confirm changes or Esc to cancel.

   

• Best Practices:
  • Use hierarchical segments for codes to allow detailed tracking (e.g., MH001002 – Main House Roofing Weatherproofing).
  • Group related operations under consistent prefixes for easier reporting.
• Limitations:
  • You can only add Operation Cost Codes if the job’s Cc Type is set to Job Only or Library + Job.

4. Manage Global Cost Codes (Library Scope) (CONSULTANTS) BLOCK FOR USERS

• Navigate to Setup › Cost Codes Setup › Resource Cost Codes or Setup › Cost Codes Setup › Operation Cost Codes.
• Available actions:
  • Add: Create a new code.
  • Edit: Update an existing code.
  • Delete: Remove a code.
  • Import: Upload codes from an external file.
  • History: View the audit trail.

Best Practices:

• Define global codes for common resources and operations to maintain consistency across jobs.
• Use job‑specific codes only when unique requirements exist.
• Document naming conventions and share them with your team to avoid duplication.

Limitations:

• Job scope codes will not appear in lookups outside of the job they belong to.
• Library scope codes are global but cannot be restricted to a single job.
• Segment lengths for codes must be configured by Profitz support.

FAQ:

• What is the difference between Resource and Operation Cost Codes? Resource codes describe company resources (labour, materials, plant). Operation codes describe project activities (setup, roofing, plumbing).
• Can I use both Library and Job codes on the same job? Yes, if the job’s Cc Type is set to Job + Library.
• Can I import codes from Excel? Yes, use the Import option in the Cost Codes Setup menu.
• Where can I see the audit history? Click History in the Cost Codes Setup screen.

Related articles:

• How to Copy Cost Codes
• How to Import Cost Codes
• How to Manage Job Setup