CSI MasterFormat Codes

CSI codes are a standardized classification system used in the construction industry to organize detailed information about construction materials, products, and activities on a project.

The CSI MasterFormat Codes app is a domain level app that allows you to upload CSI codes for use in other applications, primarily the Asset Management suite of apps. You can import the codes or add them manually.

Note The CSI MasterFormat Codes app is primarily used with the Asset Management suite of apps. To add CSI codes to use on the project level for cost activity codes and with document management apps such as Submittals and RFIs, refer to CSI Codes.

Key elements to know about this application include the following:

  • The CSI MasterFormat Codes app is a domain level app. The values entered here are available for use in all projects in your domain, regardless of which project or partition is open when records are added.

  • You can import the codes or enter them manually.

How to . .

To create a new record, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the CSI MasterFormat Codes application (Apps > Index Management > CSI MasterFormat Codes).

  3. Click New in the action bar.

  4. Complete the following fields as appropriate:

    Field Description
    Number Enter the CSI MasterFormat code number. This field is required.
    Title Enter the title for the CSI MasterFormat code. This field is required.
    Description Enter an optional description for the code.

  5. Click Save when you are done.

If you have existing data that you want to import into this app, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more detailed information on the importing process, refer to Importing records.

You can generate a report from a selected log view, or use one of the built-in reports available by default in each application. For more information on creating your own reports, including how to set up scheduled reports, refer to Creating ad hoc reports.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To generate a report from a log view with up to 10,000 records, select the report icon . If your log view contains more than 10,000 records, the report icon will be disabled and you can select to download the records to a CSV file instead. For more information, refer to Generate a report from a log view.

To generate an application report, complete the following steps:

  1. Navigate to the application.

  2. Select Reports in the application title bar.

  3. Select the report you want to run.

  4. Apply any desired filters.

  5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

  6. Click the Close icon when you are done.

To delete a record, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the CSI MasterFormat Codes application.

  3. To delete a single record, right-click on the record in the log view and select Delete, or open it in the detail pane and select the Delete icon in the action bar.

  4. To delete multiple records at once, open the log view and select the check box next to the record or multiple records that you want to delete. Select Delete from the action bar.

  5. Click OK on the confirmation message. The record or records will be deleted.

Note If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Using the Recycle Bin.