DM - Add Cost Code to a Phase

While entering the phase, cost code to the detail line, you may find you do not have the cost code you need.    To add a cost code on demand, read below.

An Admin user would need to set security for a user to be able to add a Cost Code.   At top of screen (left), select Admin and Manage Users.  Select the user and go to Features.   Check the box for Allow adding cost codes in invoice entry.

On the Invoice Detail line, type in the desired cost code.   If not available, the Invalid Cost Code message will appear.

Click on Yes, then screen will then appear...

Now the Cost Code has been created in TCM and used in Document Manager. 

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