Skip to main content

Import Cost Codes Efficiently Using ReadyTeam

Click here to watch

Quick guidde​

This demo showcases how to import cost codes seamlessly within Readyteam.

Go to app.readyteam.ai​

1. Navigate to Onboarding Section​

Click the Onboarding section to begin managing your cost codes.

Navigate to Onboarding Section

2. Access Contacts​

Click the designated area to proceed to cost code management.

Access Contacts

3. Select Cost Code Option​

Click the Cost Code option to open the import interface.

Select Cost Code Option

4. Initiate Excel File Upload​

Click Upload Excel file to start importing your cost codes.

Initiate Excel File Upload

5. Proceed with Upload​

Click Continue to move forward with the file upload process.

Proceed with Upload

6. Confirm File Upload​

Click Upload file to confirm and begin processing your Excel file.

Confirm File Upload

7. Review Mapping and Continue​

Click Continue to advance to the next stage of the import.

Review Mapping and Continue

8. You can also add Data Manually​

Click the option to Manually Enter Data.

You can also add Data Manually

9. Enter Code Value​

Enter the code value to define cost parameters for your codes.

Enter Code Value

10. Enter Description​

Enter Cost Code Description.

Enter Description

11. Enter Category Code​

Enter the category code to classify your cost codes appropriately.

Enter Category Code

12. Enter Category Description​

Enter a new category name to organize your cost codes effectively.

Enter Category Description

13. Import Cost Code Data​

Click Import Data to finalize and upload your cost codes into the system.

Import Cost Code Data

This demo highlights how Readyteam streamlines importing and organizing cost codes, saving you time and improving project cost tracking. Start your import today to enhance your financial management workflow.