Skip to main content

How to Import or Copy Job Cost Operation Codes

Updated

Description: Profitz allows you to import Operation Cost Codes directly into a job. This feature is useful when you have a predefined list of operations (e.g., project setup, roofing, plumbing) stored in a file and want to quickly load them into the job without manual entry.

Step-by-step instructions

1. Edit the Job

  • Navigate to Jobs › Job Setup.
  • Select the job you want to update and click Edit.

2. Open the Operation Cost Codes Tab

  • Go to the Operation Cost Codes tab.

3. Import the File

  1. Click Import.

  2. Drag and drop the file into the upload area, OR click Select to browse for the file.

  3. Choose the file and click Open.

 

4. Preview the Import Data

  • Click Show Import Data to preview the contents of the file before importing.

5. Validate the Data

  • Click Validate to check the file for errors.
  • If validation is successful, click OK.


 

6. Import the Data

  • Select Validate and Import to complete the process.
  • When the import finishes successfully, click OK.

7. Review Imported Operation Cost Codes

  • The imported codes will now appear in the Operation Cost Codes grid.
  • Refresh the grid if needed to see the latest data.

 

8. Confirm Cost Code Type Setting

  • Navigate back to the Basic Details tab.
  • Ensure the Cc Operation Cost Codes field is set to Job Only.

3. Copy Cost Codes from Another Job

Step-by-step

  1. Click Copy

2. Select the Source Job

3. Choose what to copy:

  • Master (Library)
  • Job Type
  • Job

4. Click Submit

5. Click Copy to copy the Operation Codes from the Master, Job or Job Type. Once copy is complete copy, click Yes to confirm.

Result

The selected codes are added to the job’s Cost Codes grid.

 

4. Refresh and Review the Cost Codes Grid

  1. Click Refresh if the grid does not update automatically.
  2. Review the imported/copied codes.
  3. Add or remove codes as required.

Important: Importing or copying does not bring in budgets. Budgets must be entered separately in the Budget tab.

Notes & Best Practices

  • Important: You can only import job‑specific Operation Cost Codes if the job’s Cc Type is set to Job Only or Library + Job.
  • Best Practice: Validate your file before importing to avoid duplicate or incorrect codes.
  • Best Practice: Use consistent naming conventions for codes to simplify reporting and auditing.

FAQ

  • What file types can I import? CSV or Excel formats are supported. Contact Profitz support for details.
  • Can I edit imported codes later? Yes. Once imported, codes can be edited directly in the Operation Cost Codes tab.
  • What happens if validation fails? Errors will be displayed. Correct the file and re‑import.

Related articles

 

Comments

0 comments

Please sign in to leave a comment.