Budget Cost Codes are essential for accurate Timekeeping entry. This guide walks you through how to enter Budget Cost Codes manually or upload them in bulk via CSV. Both methods live in your project’s Budget tab under Project Settings.
📂 Accessing the Budget Cost Codes Page
Before entering any Budget Cost Codes, make sure you’re working under the correct project.
Navigate to Project Settings > Budget in your Rhumbix Dashboard.
When you first land on the page, the right-hand rail will automatically prompt you to select a project.
To switch projects later, click the blue filter bar at the top of the page to re-open the project selector.
✍️ Manually Adding Budget Cost Codes
Manually adding cost codes is definitely an option. If you're only entering a couple of codes, it may be easier to add them directly rather than completing an upload file—but both methods are always available.
Go to Project Settings > Budget.
Select the project you want to update.
Click + Add Row at the top of the list.
Enter your cost code info in the red (required) fields:
Cost Code* – Code name for the specific task.
Description – Optional detail about the task.
Cost Code Group – Optional category.
Budget Quantity
Unit of Measurement (UoM) – E.g., SF, CY, lbs, HR.
Budget Hours
Once saved, your new codes will appear in the list below. Use the search bar or column headers to sort and find specific entries.
📄 Completing the Budget CSV Template
Uploading a CSV is the recommended method if you're adding several cost codes at once.
Click here to download the Rhumbix Budget Template CSV.
Open the file and complete the following fields (required fields are marked with an asterisk *):
Cost Code* – Must be Unique within the project; identifies task.
Description – Additional context for the task.
Cost Code Group – Optional grouping or category.
Budget Quantity – Quantity budgeted for the task.
Unit of Measurement (UoM) – E.g., Square Feet (SF), Cubic Yards (CY), Pounds (lbs), Hours (HR).
Budget Hours – Estimated labor hours to complete the task.
Save your completed CSV file.
⬆️ Uploading Your CSV to a Project
Go to Project Settings > Budget.
Select your project.
Click Upload at the top left.
Click Select File to browse to your saved
.CSVfile or drag your.CSVfile into the upload box.Review any error messages and correct the file if needed.
Click Next to confirm and upload your Budget Cost Codes.
Once uploaded, your codes will appear in the project’s cost code list.
Need more help getting your projects set up in Rhumbix?
Visit our Support Center or reach out to us anytime:
📧 support@rhumbix.com
📞 855-RHUMBIX (748-6249)