Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.
To learn about your integration and its supported features, see Which ERP integrations are supported by Procore?
In the construction industry, cost types are often assigned to cost codes to identify the specific work being performed on a construction project. To help project teams better account for their costs (especially their internal costs), it is a common practice to assign multiple cost types to a single cost code.
To understand the relationship between these two objects, keep in mind:
A Cost Code is a code that defines the specific type of work being completed on a construction project. When using an In Procore, the term integrated ERP System, is used to refer to Enterprise Resource Planning (ERP) software applications that can be configured to exchange data between Procore and a supported application using the Company level ERP Integrations tool. See Which ERP integrations are supported by Procore? with Procore, cost codes are synced to individual segment items (a.k.a., 'cost codes' on Procore's 'Cost Code' segment, which is a tiered segment. To learn more, see What are Procore's default cost codes?
A Cost Type is a set of costs identified by a unique abbreviation or label. In Procore's WBS, 'Cost Type' is a flat segment with these default options: (E) Equipment, (L) Labor, (M) Materials, (O) Other, (OC) Owner Cost, (S) Commitments, and (SVC) Professional Services. See What are Procore's default cost types?
You must first add Cost Codes to the ERP standard cost codes list in the company Admin tool before assigning default cost types in the ERP Integrations tool.
Required User Permissions:
'Standard' or 'Admin' level permissions on the company's ERP Integrations tool.
Additional Information:
You can assign one or more cost type(s) to each standard cost code. For example, both L=Labor and E=Equipment.
Not all integrations support the cost type concept.
Navigate to the company's ERP Integrations tool.
Click the Std. Cost Codes & Cost Types tab.
For each ERP standard cost code in your company's list, mark one (1) or more checkboxes to assign the code to one (1) or more cost types.
To apply a specific cost type to all of the cost codes in the list, double-click the desired cost type column.
You can hover your mouse cursor over the column headings, to reveal a tooltip that shows the full name for the cost type.
The cost type assignments are automatically saved.
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