Supplemental Codes

The Supplemental Codes app can be used in conjunction with the activity codes in the work breakdown of a project, allowing further categorization of those codes for reporting through the data store or for managing integrations with other systems.

Common use cases are to create supplemental codes for accounting or general ledger codes used by your accounting system, to create supplemental codes for your organizational structure to assign a cost center to each activity code, or to create supplemental codes for different cost types, such as Capital vs. Operating expenses.

Key things to know about the Supplemental Codes app include the following:

Supplemental codes are set up in the Supplemental Codes app and applied to activity codes in the Work Breakdown app.
You must be assigned a Cost Management license to be able to create new supplemental codes.
Prior to creating supplemental codes, an administrator must enter one or more values for the lookup field Type. For more information on managing lookups, refer to Lookups.
You can associate one or more supplemental codes with an activity code, and each supplemental code can be associated with one or more activity codes.
Supplemental codes can be added to the lowest level activity codes, or codes higher up in the cost structure. You should think through how you are using the supplemental codes when determining where to apply them.
Supplemental codes are not inherited from one project to another. They must be entered on each project where they are to be used. If desired, you can export the codes from a project, delete the RecordKey in the exported file, and re-import them into another project without the RecordKey.

How to . . .

Create a new Supplemental code

To create a new supplemental code, complete the following steps:

Review the header to ensure that you are in the correct project or partition.
Navigate to the Supplemental Codes application (Apps > Index Management > Supplemental Codes).
Click New in the action bar.

Note You must be assigned a cost license to be able to create new supplemental codes.

Complete the following fields as appropriate:

Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

Field	Description
Details
Type	Select the appropriate type. Note This lookup list is managed in the Configuration app. Refer to Lookups.
Code	Enter the code.
Description	If desired, enter a description for the code.
Reference ID 1 -5	As appropriate, enter a value into these fields. These fields are available for reporting or integration purposes. They can be re-named or hidden in Configuration as needed.

Apply a supplemental code to an activity code in the WBS app

To apply one or more supplemental codes to an activity code in the Work Breakdown app, complete the following steps:

Review the header to ensure that you are in the correct project or partition.
Navigate to the Work Breakdown application (Apps > Cost Management > Work Breakdown).
Click on the code you want to apply the supplemental code to and open the detail pane.

Note Supplemental codes can be added at the lowest level of activity codes, or at higher levels if desired. If added at higher levels, you may need to modify your report structure to accurate reflect the data captured.
Click Edit.
Scroll down to the Supplemental Codes section.
Click Insert to add a line to the grid.
Select the appropriate Type and Code.
To associate additional supplemental codes with this activity code, click Insert again and repeat the process.
When you are done, click Save.