---
title: "Set up a Project in Job Costing"
slug: "set-up-a-project-in-job-costing"
description: "Learn to create a project in the Job Costing module, track time with Jobs or Tasks, and manage project details effectively."
updated: 2026-10-04T15:48:55Z
published: 2026-10-04T15:48:55Z
canonical: "help.workeasysoftware.com/set-up-a-project-in-job-costing"
---

> ## 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.

# 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**](/docs/create-and-manage-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.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(552).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A14%3A49Z&se=2026-11-01T16%3A14%3A49Z&sr=c&sp=r&sig=QGgSxsYnI0DIqYILPBDcn9bj3Fw9OSA8OVr7FXqUz%2Fk%3D)

## Related articles

- [Configure Job Costing Structure](/main/docs/set-up-your-job-costing-structure)
- [Create and Configure Jobs](/main/docs/add-a-job-in-job-costing)
- [Add, Edit, and Archive Clients](/main/docs/add-a-client-to-job-costing)
- [Create and Automate a Job Costing Report](/main/docs/create-and-run-a-job-costing-report)