How to Add a Project

How to Add a Project

You can add Jobs to individual projects to track Job Costing on a Project basis. To add a Project, follow the instructions below: 

 

1. Click    to open the Global Settings

 

 

2. Click Job Costing to expand the options and select Project

 

 

3. Click      and select Add   

 

4. Enter a Name and select Team Assignments


Setting Description
Name Display name of the Project
StartedAt

Project start date

Employees
  • Click      to select individual Employees to be assigned to the Project
  • All employees are selected by default, as indicated by:
Organization Groups
  • Click      to select Organization Groups to be assigned to the Project
  • All Projects are selected by default, as indicated by: 

5. Assign the Project to a Client  (if applicable)


 

6. Assign Jobs to the Project


Setting Description
For All Jobs

If Yes - All Jobs will be assigned to the Project

If No - Must select individual Jobs to be assigned to the Project

Click to add 

(Add Individual Jobs)

1. Click   

2. Select Jobs to be assigned to the

3. Project, and click   

 

5. Click       to save and add the Project

 

If the Job Tracking Reporting Hours are enabled, the option to select a Project & Job will appear when adding time as a manager or clocking in/out as an employee 

Application

 

* Projects & Jobs will be displayed on the Timesheet after adding time or clocking in/out with a Project & Job selected

 

 

View/Area/Activity Image

Manager view

Timesheets - Adding Time 

Employee View

Web App - Clock In/Out

Employee View

Mobile App - Clock In/Out

Employee View

Kiosk - Clock In/Out

Employee View

Time Clock - Clock In/Out

 

                                                                   

       How to Add a Job  Right Double Arrow Icon Clipart - Full Size Clipart (#787768) - PinClipart