--- title: "Configure Job Costing Structure" slug: "set-up-your-job-costing-structure" description: "Set up your Job Costing structure by choosing from jobs, projects, or clients. Learn to add jobs and create rules for effective cost tracking." updated: 2026-09-22T22:15:44Z published: 2026-09-22T22:15:44Z canonical: "help.workeasysoftware.com/set-up-your-job-costing-structure" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure Job Costing Structure Before assigning jobs, projects, tasks, or clients in Job Costing, complete the initial Job Costing setup. This defines how your organization structures Job Costing in WorkEasy Software. The selected structure determines which options appear under the **Job Costing** menu. ****What is a Job?**** A Job is a unit of work that employees can be assigned to when scheduling shifts, clocking time, or tracking labor costs. Depending on the organization, a Job may represent: - A project - A work order - A task - A department - A location assignment 1. Go to **Global Settings > Job Costing > Initial Setup**. 2. Select one of the available Job Costing structures. | Structure Type | Description | Clients | Jobs | Projects | Tasks | Configuration Modules | | --- | --- | --- | --- | --- | --- | --- | | **Jobs** | Track jobs within the organization using different rates. | — | ✔ | — | — | Jobs | | **Project & Job** | Add jobs to projects and track job costing at the project level. | — | ✔ | ✔ | — | Projects, Jobs | | **Client \| Project & Job** | Assign projects to clients and track costs by client. | ✔ | ✔ | ✔ | — | Clients, Projects, Jobs | | **Client \| Project & Task (Job)** | Assign projects to clients and segment jobs into tasks. | ✔ | ✔ | ✔ | ✔ | Clients, Projects, Jobs | > - The Job Costing structure selected during setup determines which options appear under the **Job Costing** menu. > - When employees clock in or transfer, they select each level included in the structure, starting with the highest: Client, then Project, then Job, then Task. 1. Select the structure you want to use and click **Next**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-NMDS9CKK.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) 2. Customize the structure names, if needed. - **Rename Job to** – Defines the singular Job label. - **Rename Jobs to** – Defines the plural Jobs label. 1. Click **Next** and **OK** to complete the setup. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-GX2JTHIH.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) 2. The job structure appears under **Job Costing**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/2026-05-22_12-39-12.PNG?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) ### To configure a job costing structure later after the initial setup 1. Go to **Global Settings > Job Costing > Job Costing Structure**. 2. To change an existing structure, select the structure then select the edit icon. Editing a structure archives the existing one and creates a new one since there can only be one job costing structure for a company. 3. To create a brand new structure, click **Create Rule**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-ZVGW207X.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) 4. Enter a rule name in the **Name** field. 5. Select a date in the **Starting on** field. 6. Select the audience the rule applies to. - **Disable Job Costing** – Disables Job Costing for the selected audience. - **Rename Job to** – Defines the singular Job label. - **Rename Jobs to** – Defines the plural Jobs label. - **Enable Project** – Adds project-level tracking. - **Enable Task** – Adds task-level tracking. - **Enable Client** – Adds client-level tracking. 1. Review the structure configuration. 2. Click **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-YEMSFJK4.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) 3. Refresh the page. The configured structure becomes available under the **Job Costing** menu. To add a job: 1. Go to **Global Settings > Job Costing > Jobs**. 2. Click the three dots > **Add**. 3. Enter the job details. 4. Click **Save**. To end (archive) a rule: 1. Go to **Global Settings > Job Costing > Job Costing Structure**. 2. Select the archive icon for the applicable rule. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-I1R13OIR.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) 3. Confirm the action. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-ZPD66XWN.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) The rule is archived and no longer active. To restore a rule: 1. Enable **Include ended rules**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-J1ZFTS8M.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) 2. Select the edit icon for the applicable rule. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-851EMXSR.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) 3. Review the configuration. 4. Click **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-YP5S2FPL.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A30%3A00Z&se=2026-11-01T15%3A30%3A00Z&sr=c&sp=r&sig=bys39kJDOprh%2BoXJ7uno02ypSc%2FMouELDRD%2B%2Bh4hZmA%3D) Whether employees must select a job, and when they select it, depends on your job costing and device settings. For step-by-step instructions, see the article for each device: - [Employee Switch Jobs Using the Kiosk](https://help.workeasysoftware.com/docs/employee-switch-jobs-using-the-kiosk) - [Clock In, Clock Out, Take Breaks, and Transfer Jobs](https://help.workeasysoftware.com/docs/clock-in-clock-out-take-breaks-transfer-jobs) (mobile app) ## Related - [Configure and Use the Sleep Timer on Time Clocks](/configure-and-use-the-sleep-timer-on-time-clocks.md) - [Xenio P3000 Installation Guide](/xenio-p3000-1.md) - [Permissions and Settings](/permissions-and-settings.md)