PROJECT CONTROLS CODE PICKER
Runs locally Catalog settings
Demo catalog Illustrative DEMO- codes are loaded. Do not use them in a live transaction.
Import approved codes

01 Describe the spend

Find the right place for project funds.

Describe what is being purchased, then narrow the match with the funding dimensions you know.

Use plain language. Equipment names, work types, and common abbreviations all help.

Try an example
Known funding dimensions Optional, but exact

How matching works: selected dimensions are required; your description ranks the eligible codes.

02 Review matches

Suggested codes

Waiting for details

Start with the purchase or work.

Describe the spend or choose an example. Add dimensions when you know them to rule out ineligible codes.

DATA Catalog control

Replace the demo with approved codes.

The imported CSV stays in this browser tab. It is not uploaded or saved by the tool.

Current catalog Project Controls Code Picker — demo catalog v0.1 31 active codes · 1 inactive code
DEMO
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CSV fields and formatting

Required: code and name. Recommended: description, fund, phase, discipline, cost_type, keywords, active, requires_review, and review_note.

Separate multiple values inside one cell with semicolons. Use all as a wildcard. Values can use your organization’s vocabulary; dropdowns are built from the imported file.