08.1 · Code Sets

Code Sets Overview

A Code Set is a hierarchical category tree used to classify items for reporting. Typical use cases: WBS, trade codes (AS2124), Uniclass, the client's chart of accounts, carbon scope rollups.

What a Code Set Does

Groups direct cost items, overheads, resources and breakdowns into a branching taxonomy.
Lets you report totals by category (e.g. "all items coded to 02.01 Electrical").
Supports percentage-based multi-coding (one item can split its cost across several codes).
Carries carbon allocation alongside dollar allocation.

Structure

Project
└── Code Set:  "Trade Codes"
    ├── 01 Site Establishment
    │    ├── 01.01 Temporary Works
    │    └── 01.02 Surveys
    ├── 02 Substructure
    │    ├── 02.01 Excavation
    │    └── 02.02 Piling
    └── …

Each node is a CodeSet record with:

Field	Purpose
`Code`	Unique within its parent, e.g. `02.01`.
`Name`	Display label.
`ParentId`	Parent node (null = root).
`IndentLevel`	0–6, clamped.
`IsActive`	Inactive nodes are hidden but preserved.
`SortOrder`	Manual order among siblings.

Computed Aggregates

For any node:

FullCodePath — 02.01.A (concat of ancestors).
FullNamePath — Substructure / Excavation / Machine Dig.
TotalAllocatedAmount — Σ of CalculatedAmount for every allocation to this code and its descendants.
TotalCarbonEmissions — same logic for carbon.

Multiple Code Sets per Project

A project can have any number of independent code sets. Common pattern:

Trade codes — how your team splits the work.
Client chart of accounts — how the client wants to see it.
Emission scope — Scope 1 / 2 / 3 for carbon reporting.

Each allocation references a specific code-set node, so there's no ambiguity.

Where to Manage Codes

Codes view → Manage Codes. Drag to reorder, indent with Tab / Shift+Tab, rename inline.