Project Codes Section

Owned by Fiona Sims
Last updated: 15 September 2022
1 min read

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 the interpreted timesheet where the timesheet initiator has not added a Project Code. 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.



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