Project Codes created in the Client record are available for selection in the Job Order where required for reporting, and / or invoicing purposes. For example, where it is mandatory for Project Codes to be entered on timesheets in the on-line portal so they are displayed on invoices.
To enforce Project Code entry / selection on all timesheets, the Project Code is Mandatory item is ticked. For more information see the section Client, Project Codes.
To display Product Codes as a Pick List for selection in timesheets, the Display Codes as Pick List item is ticked. For more information see the section Client, Project Codes.
Where a Project Code ticked as default, the code is defaulted to all items in the on-line timesheet. To change the default, select Edit
next to the code, tick the Default check box and Save to apply.
To add a Project Code to a Job Order:
1 | Open the Job Order and navigate to the Project Code section. |
2 | Select Add. The 'Add Project Code' screen is displayed. |
3 | Select the project codes required from the Select Project Code field. |
4 | Select Save. The Project Code is displayed in the project code list. |