--- title: How do I organize my cost codes using levels? description: Organize your cost codes into structured levels to help your team quickly filter, find, and track project expenses. --- [Skip to content](https://knowledge.corfix.com/articles/cost-code-levels-setup#main-content) - [English](https://knowledge.corfix.com/articles/cost-code-levels-setup) - [Español](https://knowledge.corfix.com/es/articles/cost-code-levels-setup) - [Français](https://knowledge.corfix.com/fr/articles/cost-code-levels-setup) - [Português](https://knowledge.corfix.com/pt/articles/cost-code-levels-setup) English Show submenu for translations ![black-logo (1)](https://knowledge.corfix.com/hs-fs/hubfs/black-logo%20(1).png?width=300&height=77&name=black-logo%20(1).png) Open main navigation Close main navigation - - [English](https://knowledge.corfix.com/articles/cost-code-levels-setup) - [Español](https://knowledge.corfix.com/es/articles/cost-code-levels-setup) - [Français](https://knowledge.corfix.com/fr/articles/cost-code-levels-setup) - [Português](https://knowledge.corfix.com/pt/articles/cost-code-levels-setup) English Show submenu for translations Got a question? Search the Corfix Guide! - There are no suggestions because the search field is empty. 1. [Corfix Guide](https://knowledge.corfix.com/articles?hsLang=en) 2. [Corfix Admins](https://knowledge.corfix.com/articles/corfix-admins?hsLang=en) 3. [Timekeeping](https://knowledge.corfix.com/articles/corfix-admins?hsLang=en#timekeeping) June 10, 2026 # How do I organize my cost codes using levels? ## This article will summarize how to set up cost code levels to easily organize and categorize your project expenses. ### Overview & Explanation If you have a large list of cost codes and want an easier way to find the right one, using **Levels** is the perfect solution. By organizing your cost codes into main categories and subcategories, you create a clear structure that makes selecting the correct code quick and simple for your team, whether they are in the office or out in the field. ### How It Works To set up a structured list of cost codes, follow these steps: 1. **Create the Main Category:** Start by creating your primary cost code. In the **Level** dropdown menu, select **1** to make this your main category. - *You can easily select the level while filling out the basic details for the code, such as the **Code**, **Description**, and **Type**.* 2. **Create a Subcategory:** Next, create a secondary cost code to act as a subcategory. Assign this one as **Level 2**. 3. **Link to the Main Category:** While still setting up your **Level 2** code, you will be prompted to choose a main category. Select the **Level 1** cost code you created in the first step. 4. **Add More Detail (Optional):** If you require an even more specific subcategory, create another cost code and set it to **Level 3**. Link this new code to the **Level 2** cost code you just made. 5. **Save Your Work:** Always click the **Save** button to finalize your new cost codes. ### Use Cases and Benefits - **Faster Selection for Field Workers:** Your team on the job site can quickly tap through broad categories to find the specific cost code they need, rather than scrolling through one massive list. - **Organized Admin View:** Administrators benefit from a cleaner, grouped view of expenses, making it easier to manage overall company operations. - **Improved Accuracy:** By guiding users through a logical, step-by-step menu, there is a lower chance of selecting the wrong cost code by mistake. - [New in Corfix](https://knowledge.corfix.com/articles/new-in-corfix?hsLang=en) - [Corfix Academy](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#main-content) - [Field Operations Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#field-operations-training) - [Supervisor & Foreman Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#supervisor-foreman-training) - 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