Customize the default CSI cost codes
The default CSI MasterFormat cost codes are locked. Create a copy in Templates & Codes, then add, delete, or edit codes while the original stays untouched.
- Open the app tray in the header and choose Templates & Codes, then Codes.
- Open the three-dot menu next to the CSI structure.
- Choose Create a Copy.
- Add, delete, or edit codes freely in the copy.
Tip: The original CSI structure always stays untouched, so you can start a fresh copy later.
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How cost codes work in Consight
Every Consight bid package is tied to a cost code. You start with a locked CSI MasterFormat list, then copy and edit it or upload your own list instead.
Customize the default CSI cost codes
The default CSI MasterFormat cost codes are locked. Create a copy in Templates & Codes, then add, delete, or edit codes while the original stays untouched.
Upload your own cost code list
Upload your cost code list as a PDF, Word, or Excel file in Templates & Codes, and Consight builds your custom structure. Clear Excel columns import best.
Reuse scope with templates
Save a scope sheet or a list of bid packages as a template in Templates & Codes, then start your next package or project from it instead of rebuilding.
Still stuck after the steps? Email support@consight.ai.