---
title: "Manage project charts"
slug: "manage-project-charts"
updated: 2026-10-28T16:11:14Z
published: 2026-10-28T16:11:14Z
canonical: "help.wrapbook.com/manage-project-charts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage project charts

> [!NOTE]
> This article covers project charts for [Cost tracking](https://help.wrapbook.com/v1/docs/about-cost-tracking).
> 
> - In Wrapbook, production accountants and administrators can manage project charts using either [Cost tracking](https://help.wrapbook.com/v1/docs/about-cost-tracking) or the [Production Accounting Suite](https://help.wrapbook.com/v1/docs/about-production-accounting).
> - If your company uses the Production Accounting Suite (PAS), see [Chart of Accounts (PAS)](https://help.wrapbook.com/docs/chart-of-accounts-coa).

## Overview

A project chart is your company's list of cost codes, organized into sections. Wrapbook uses it to code payroll costs and, if you have an accounting integration, to map each cost code to an account or other value in your accounting system.

Project charts are built once at the company level and reused across projects. Most companies use one or two charts for all their productions, often based on the AICP template.

💡 A chart is shared by every project that uses it. When you edit a chart, the change applies to all of those projects.

## View your project charts

1. In the left-side navigation, under *Company*, click ***…More***
2. In the *…More* menu, click **Company settings**
3. On *Company settings*, under *Accounting settings*, find **Project chart templates**, then click **Edit**

The *Project charts* page lists every chart in your company with its number of sections and lines. From here you can add a new chart or click **Edit** to open an existing one.

## Add a project chart

1. On the *Project charts* page, click **Add chart**
2. Enter a **Chart name**
3. Under *Start from*, choose one:
  - **Blank Template:** Starts with an empty chart
  - **Copy from Wrapbook AICP Template:** Starts with the Wrapbook AICP sections and cost codes
  - **Import from CSV:** Builds the chart from a CSV file
4. Click **Create & manage**

The new chart opens so you can review and edit it. The available sections and lines depend on the option you selected under *Start from*.

### Import a chart from CSV

1. On the *Project charts* page, click **Add chart**
2. Enter a **Chart name**
3. Under *Start from*, select **Import from CSV**
4. Click **Create & manage**
5. On the import page, under *Step 1: Download template*, click **Download Import Template** if you need a template
6. Under *Step 2: Upload your file*, click **Choose CSV File** and attach your file
7. Click **Import**

The import page lists these required columns:

- **Cost code**
- **Cost type**

The import page lists these cost type options:

- **Labor**
- **Expense**
- **Fringe**
- **Platform fee**

Sections are optional. If you use sections, the **short code** is required.

If you have an active accounting integration, copy and paste your Chart of Accounts into the **Mapping to** column. Values in **Mapping to** are imported into the grid's **Map to account** field. If **Mapping to** is blank for a row, Wrapbook tries to match the row's cost code to an account number, or its description to an account name, and maps it automatically when it finds a match. Review the **Map to account** values after importing.

Use the column names exactly as they appear in the template, including capitalization and spaces. The easiest way is to **download the template from the import page** and fill it in.

## Open a chart

On the *Project charts* page, click **Edit** next to the chart you want to work on.

- **The chart name and its status**, such as **Enabled**. Click the gear icon to open **Chart settings**
- **Chart category mapping**, which shows the type of value in your accounting system that lines map to, such as Account. Click **Change** to update it.
- **Search, Section and Cost type filters** for finding lines
- **An Actions menu** with **Customize sections**, **Add section** and **Add line**.
- **The lines grid**, with columns for *Section, Cost code, Description, Cost type* and **Map to account**. The last column’s name changes with the chart’s category mapping. Click any cell to edit it.
- **Section rows** with a **⋮** menu for **Edit section** and **Delete section**
- **Line rows** with a **⋮** menu for **Delete line**

## Find lines in a chart

The *Account codes* grid groups lines by section. Click the arrow next to a section name to collapse or expand it. To collapse or expand every section at once, click the icon next to the select-all checkbox in the grid header.

- **Search:** Type a cost code or description
- **Section:** Show lines from one or more sections
- **Cost type:** Show lines with one or more cost types

You can combine search and filters.

## Edit a line

Click the cell you want to change and enter or select the new value.

| Field | What it is |
| --- | --- |
| **Cost code** | The line's code |
| **Description** | The line's name |
| **Section** | The section the line belongs to |
| **Cost type** | The line's cost category |
| **Map to account** | Where this line's costs go in your accounting system |

**About Map to account:** If your company doesn't have an accounting integration, **Map to account** is a text field. If your company has an accounting integration, values in the template's **Mapping to** column appear in **Map to account**, and you can select from the accounts or dimension values available to your company.

## Edit multiple lines at once

1. Click to select the checkbox next to each line you want to change. To select every line in the chart, open the selection count at the bottom of the page and choose the select-all option
2. Click **Edit multiple**
3. Under *Change*, choose the field to update
4. Choose the new value
5. Click **Apply**

The change applies to every selected line.

⚠️ Bulk changes are saved right away and can't be undone automatically. Check your selection before you click **Apply**.

## Delete lines

1. Select the lines you want to delete
2. Click **Bulk delete**
3. Confirm

To delete a single line, click **⋮** on the line’s row, then click **Delete line**.

## Manage sections

### Reorder sections

1. Click **Actions**, then **Customize sections**
2. Drag sections into the order you want
3. Click **Save**

### Add a section

1. Click **Actions**, then **Add section**
2. Enter the section details, then save

You can also add sections from **Actions › Customize sections**.

### Edit or delete a section

Click **⋮** on the section’s row, then choose **Edit section** or **Delete section**.

Before deleting a section, move any lines you want to keep into another section.

## Add a line

You can add a line two ways:

- Click **Actions**, then **Add line**
- Click **⋮** on a section’s row, then **Add line**, to add the line directly to that section

## Change chart settings

1. On the chart page, click the gear icon
2. In **Chart settings**, update any of these:
  - **Chart name** (required)
  - **Status:** **Enabled** charts can be assigned to projects. Disabled charts can’t.
  - **Chart category mapping** (required): the type of value in your accounting system that lines map to, such as Account. This also sets the name of the **Map to** column.
3. Click **Save**

You can also change the category mapping by clicking **Change** next to *Chart category mapping* at the top of the chart page.

### Stop using a chart

To stop using a chart, open **Chart settings** and set **Status** to **Disabled** .

You can delete a chart with the **Delete** button if none of its lines have been used on payroll. If a project is using a chart you delete, Wrapbook unassigns the chart from that project.

## Assign a chart to a project

1. In the left-side navigation, click the dropdown menu to select the project
2. In the *Project* menu, click **Project settings**
3. Open **Cost tracking**
4. Turn on the project chart and select the chart to use

The project now uses that chart. Future edits to the chart apply to this project too.

## Common questions

#### How do I edit a line?

Click the cell you want to change, such as the description, cost type, or Map to account, and enter the new value. Your change saves when you click outside the cell. To change the same field on several lines at once, select the lines, click **Edit multiple**, choose the field and value, and click **Apply**.

#### How do I add a section or line?

Click **Actions**, then choose **Add section** or **Add line**. To add a line directly to a specific section, click **⋮** on that section’s row and choose **Add line**.

#### What does Map to mean?

The last column in the grid connects each line to an account or other value in your accounting system. Its name reflects the chart’s category mapping, for example **Map to account** or **Map to class**.

#### Will editing a chart change my other projects?

Yes. Every project using the chart gets the change.

#### What does the chart issues banner mean?

Some lines are missing information your accounting integration needs, which can cause failed payroll pushes. Expand the banner to see which lines need attention.

Association of Independent Commercial Producers: Association of producers that handles collective bargaining

The master list of all the accounts used to track production costs, expenses, assets, liabilities, and income. These also can be referred to as Cost Accounts. In commercials, typically AICP line numbers are utilized in its stead.