- Knowledge Base
- Job Costing
- Initial Setup
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FAQ
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Getting Started
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My Portal
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Time & Attendance Configurations
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Timesheets
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Schedule Configurations
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Schedules
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Human Resources
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Time Off Configurations
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Time Off
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Reports/Exports
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Employee Management
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Integrations
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Platform Configurations
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Time Clocks & Kiosk
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Mobile App
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Job Costing
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Dashboard (Widgets)
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Release Notes
Job Costing Initial Setup
Job Costing Initial Setup: Navigation and Overview
1. Click to open the Global Settings
2. Click Job Costing to expand the options and select Initial Setup
3. Select a Job Costing Structure
There are 4 Job Costing Structures to choose from:
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Track jobs within your company with different rates. |
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Add jobs to individual Projects to track job costing on a Project basis. |
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Assign projects to different clients to track job costing on a client basis. |
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Assign projects to different clients to track job costing on a client basis. Jobs are segmented into multiple tasks. |
4. Click
5. Choose Name References
* This provides the option to change the display names if necessary
6. Click
7. Review details
The Job Costing Initial Setup can be archived and repeated if necessary.
8. Click to save the Initial Setup
See Next:
How to Add a Job: Assign jobs to employees.
How to Add a Project: Add projects for job assignments.
How to Add a Client: Add clients for project assignments.
Reporting Hours - Job Tracking: Enable eligible employees to select a Job Costing option upon clocking in/out or adding time to a Timesheet.