How do I create projects on company level?

Projects can be created by selecting the "+" icon on the Project Costing screen under the Payroll tab on the Configuration screen.

      Navigate > Configuration > Payroll > Costing > Project Costing

      

• Related Articles

• How do I create activities for projects on company level?

  Activities that fall with a project have to first be created on the Activity Costing screen on company level before they can be assigned to employees. Navigate > Configuration > Payroll > Costing > Activity Costing

• Can projects be created on company level via the Bulk Actions screen?

  Yes. Projects can be created on company level via the Bulk Actions screen. Navigate > Bulk Actions Related FAQ How do I create projects on company level?

• How do I configure the system to add the default project that employees are linked to to the costing reports?

  To do this, enable the "Add the employee's default project to the costing reports." calculation setting. Navigate > Configuration > Payroll > Costing > Costing Settings

• Why are there no project codes reflected on the Bulk Actions spreadsheet?

  If there are no project codes reflected on the Bulk Actions spreadsheet, it means that no projects have been set up on the Project Costing screen. Click on + icon to create projects. Navigate > Configuration > Payroll > Costing > Project Costing

• How do I create login credentials for a new company level user profile?

  After a company level user profile is created, an activation email will be sent to the email address saved, where they will be prompted to create their password. Related FAQ How do I add a new company level user?