- Knowledge Base
- Job Costing
- Initial Setup
-
Latest Release Notes
-
Getting Started
-
My Portal
-
Time & Attendance Configurations
-
Timesheets
-
Schedule Configurations
-
Schedules
-
Human Resources
-
Time Off Configurations
-
Time Off
-
Reports/Exports
-
Employee Management
-
Integrations
-
Platform Configurations
-
Time Clocks & Kiosk
-
Mobile App
-
Job Costing
-
Dashboard
-
Pay Period
-
Left Nav
-
Groups
-
Notification Preferences
-
Time and Attendance
-
New Left Nav & Global Settings
-
User Access
How to Set Up or Delete a Job Costing Structure
- Click Global Settings > Job Costing > Initial Setup.
- Select a Job Costing structure and click Next.
The four structures to choose from are:- Jobs- Track jobs within your company with different rates.
- Project & Job- Add jobs to individual Projects to track job costing on a Project basis.
- Client | Project & Job- Assign projects to different clients to track job costing on a client basis.
- Client | Project & Task (Job)- Assign projects to different clients to track job costing on a client basis. Jobs are segmented into multiple tasks.
- For our example, we've selected Jobs. (Renaming Job and Jobs is optional.) Click Next. Then click OK.
- From this point, you can add jobs (positions, titles) by clicking Jobs > Add, entering the applicable details, and clicking Save.
Deleting a Job Costing Structure
- Select Job Costing > Job Costing Structure.
- Click the Archive button for the Rule name Initial Setup.
- Click Yes to confirm. This initial setup will be archived, and you'll then be able to create a new one.
You're done! 😊👍
If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or Submit a Ticket.