Manage project cost codes and financial settings

Use the project blocks to decide how this project uses the organization's financial structure.

Best for: Financial administrators and project teams with financial write access · Requires: Financials write permission for financial changes.

1. Open Project Settings.
2. Use Cost Codes to maintain the current project's cost-code selection.
3. Use Financial Settings for project-specific financial choices.
4. If shown, use Revenue Code Mappings for this project's mappings.
5. Save each block before moving to another section.

The similarly named sections in Organization Settings manage shared catalogs and organization defaults. Confirm that you are in the intended scope before changing a value.

For the complete financial setup sequence, see Constructable Financials Help Articles.

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