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How do I assign specific cost codes to a project?

This article will summarize how to link specific cost codes to your projects so your workers only see the options that matter to them when tracking time.

Important Prerequisite

Before you begin, ensure your timekeeping settings are configured to ask for cost codes. If this feature is not turned on, your workers will not be prompted to select a cost code when they punch in or submit a timecard.

Overview

To keep time tracking simple and accurate, you can attach specific cost codes to individual projects. This means that when your team goes to log their hours, they will only see a short, relevant list of cost codes for the specific job site they are working on, rather than your company's entire master list. This reduces confusion and helps prevent accidental billing mistakes!

How It Works

Follow these simple steps to restrict cost codes by project:

  1. Open your Admin Menu and click on Resources. 
  2. Select Projects from the menu options.
  3. Find and click on the specific project you want to update.
  4. Click the Assign Cost Codes button.
  5. Select all the cost codes that apply to this specific project, and then click Save. 

Use Cases and Benefits

  • Faster Time Tracking: Workers spend less time scrolling through long lists of irrelevant codes and can clock in or out much faster.
  • Fewer Payroll Errors: Limiting the available options prevents employees from accidentally logging time against the wrong budget category.
  • Better Project Budgeting: By ensuring only the correct codes are used, your project reports and labor costs will always be accurate and neatly categorized.