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How do you Sync Cost Codes with Foundation?

Learn how to import and manage cost codes from Foundation into SmartBarrel using the Foundation integration.

Cost Code Sync

The Foundation integration allows you to import cost codes from Foundation into a SmartBarrel project, making them available for timecard tracking. Cost codes are required before timesheets can be exported back to Foundation.

Cost codes are imported in the following format:

  • Without Phases: CostCode (e.g., 100)
  • With Phases: Phase.CostCode (e.g., 01.100)

If your project uses sub-jobs, make sure your Sub-job Mapping is completed before running a Cost Code Sync. See the Sub-job Mapping article for more details.

Triggering a Cost Code Sync

Navigate to Integrations > Foundation and open the project you want to sync. Click Sync Cost Codes on the Foundation integration card. The synced cost codes will appear in the project's Cost Codes list.

Auto Sync Cost Codes

Enable Auto Sync Cost Codes in Project Settings to have cost codes sync from Foundation automatically on a recurring schedule, keeping the project's cost code list up to date without manual intervention.

Cost Class Filter

If your Foundation setup uses cost classes, you can restrict which cost codes are imported by setting a Cost Class Filter in Project Settings. Only cost codes belonging to the specified class will be imported. If no filter is set, all active cost codes for the job are imported.

Viewing Synced Cost Codes

Navigate to Projects > [Project Name] > Cost Codes. Each cost code displays its code and description. Only the code and description are imported from Foundation — budget and quantity fields are not pulled.

Cost Code Sync Log

Navigate to Integrations > Foundation > Logs. Cost Code Sync entries appear in the log table with the Action listed as Cost Code Sync. Click Download to export the detailed log.