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Project CSI Codes Module and Budget Module operate similar when needing to.

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james.l.bryant
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Project CSI Codes Module and Budget Module operate similar when needing to.

Issue: Unable to change Project CSI Code Template, Unable to change Ledger Template
Why: Project has already been initialized with another template
Solution: Remove all existing CSI Segments or Budget Codes. Once all codes and segments removed you can intialize project with needed templates

If you have a project that already has Project CSI Codes before you can change the CSI Template you must remove all existing Segments and codes. After all segments deleted you can then initialize project with CSI Template of choice.

If you have a project that already has Budget codes before you can change the Ledger Template you must remove all Budget Codes. After all budget codes have been removed you can then change the Ledger Template of choice.


James L Bryant

Autodesk Support Team

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