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Cost Management FAQ

Find the answers to the most frequently asked questions through helpful articles and videos.

How can I set up budget code segments?

To learn how to set up budget code segments, see these videos from the ACC Learning Center:

Note: You need to register to access the ACC Learning Center videos.

You can also read the Budget Code Setup article.

How can I import a budget?

See the Create a Budget article to learn how to import an existing budget or manually add budget items.

Note: Before adding a budget, you need to set up budget code segments.

How can I set up company and company contract values?

To set up company and company contract values within Cost Management, see the Company Setup section in the General Settings article.

To learn more, see the Companies article.

How to delete a contract?

To delete a contract, see the Delete a Main Contract section in the Main Contract article.

How can I generate a document package?

To generate a document package, see the Document Package article.

Some of the documents require document templates and a project administrator has to set up those in Settings. The Variables in Cost Management article may be helpful to understand how to use variables in your documents.

You can also create a document template and use it in all your projects by adding it to the Library tool. To learn more, see the Cost Setting article.


How can I work with Cost Management variables?

See the Variables in Cost Management article to learn more about working with variables.

Tip: To learn more about using variables in different scenarios, see the Using Variables Example article.

How can I edit and export a potential change order?

To learn how to edit and export a potential change order, see this helpful video from the ACC Learning Center. You can also read the Potential Change Orders article.

Note: You need to register to access the ACC Learning Center videos.

How can I work with change order workflow?

To learn how to work with change orders, see the Change Orders article.

How can I mention someone in Cost Management?

To mention users, roles, or companies in the Comments section of the Cost Management item flyout, use the "@" symbol.

They'll receive a notification email after.

Where can Cost Management training videos be found?

See the ACC Learning Center courses for Cost Management.

Note: You need to register to access the ACC Learning Center videos.

How can I find more training materials?

Check out Cost Management Core Training and Cost Management Workflow Guide to learn more.

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