Set up a Project in Job Costing

This article explains how to create a project under the Job Costing module and choose whether to track time using Jobs or Tasks.

Access the project setup

1. Go to Global Settings from the left-hand navigation menu.

2. Expand the Job Costing section.

3. Select Projects.

Enter project details

Fill in the following fields:

• Code: A unique identifier for the project (e.g., P 1).

• Name: Descriptive name for the project.

• Tags: (Optional) Add tags to help filter or report on the project.

• Start On: Choose when the project becomes active (select a date or use "Immediate").

• Geofences: (Optional) Select a geofence for location-based tracking.

Assign clients (optional)

If applicable, link the project to one or more clients by clicking Click to add in the Clients section.

Choose a tracking method

Under This project will use, select one of the following:

• Jobs: Use predefined job codes to track time and costs within this project.

• Tasks: Use detailed task tracking specific to this project.

Add jobs or tasks

Depending on your selection:

• If you selected Jobs, use the Jobs section to assign relevant jobs to the project.

• If you selected Tasks, use the Tasks section to create and assign new tasks. Click the link icon to open the task details panel and enter:

  • Code and Name

  • Start and finish dates (optional)

  • Associated job (if needed)

  • Tags (optional)

Assign project team

Define who will work on this project:

• Select All Employees to include everyone.

• Or assign by Groups or specific Employees using the respective selectors.

Save the project

Once all required information is added, click Save to create the project.