Project Codes are created where a Client would like Project Codes to be available for application to timesheets in the on-line portal.
The benefits of Project Codes include:
One Job can have multiple Project Codes assigned.
Project Codes can display on invoices.
Invoices can be created per Project Code.
Project Codes can be utilised for reporting.
Project Codes created in the Client record are available for selection in Job Orders.
This item is unavailable if your system does not use the FT360 middle and back office functionality. To apply
Apply or edit Project Code settings:
1 | Open the Client record and select Edit at the top of the record. |
2 | Navigate to the Project Code section of the Client record. |
3 | Tick Project Code is Mandatory to enforce Project Code entry / selection on all timesheets. |
4 | Tick Display Product Codes as Pick List to display codes as a pick list in for selection in timesheets. |
5 | Navigate to the top of the record and select Save. Project Code settings are applied. |
To create a new Project Code:
1 | Open the Client record and navigate to the Project Code section. |
2 | Select Add. The 'Add Project Code' screen is displayed. |
3 | Tick Default if the Project Code is to be defaulted. Note: This will default the flagged Project Code when the Timesheet reaches Interpreter Review, where no Project Code has been assigned. |
4 | Complete mandatory items and select Save. The Project Code is displayed in the project code list and is available to apply to new Job Orders. |