Setting up Project Codes

Setting up Project Codes

Purpose

  1. To explain how to create Project Codes in the Scheduling Module.
  2. Project Codes allows departments to track personnel assigned to special functions, special events, special projects, etc.
  3. Hours worked can be assigned a Project Code.

Video 



Directions

1. Click on Personnel>Setup.






2. Click on Project Codes.


Click on Project Codes



3. Click on Add Project Code.


Click on Add Project Code



4. Type in a project code name. 


Type in a project code name.



5. Type in a short code (short name). 


Type in a short code (short name).



6. Choose a color to associate with the project code. 


Choose a color to associate with the project code.



7. Click on Save when you are done. 


Click on Save



8. You can:
  • Edit the position by dragging the four arrows. 
  • Delete a code by selecting the trashcan. 
  • Edit a code by selecting the pencil. 
  • Set the default by selecting the star. A gold star indicates the default code.





    • Related Articles

    • Release Notes - Scheduling Module

      In order to provide you with more detailed information on our updates, we have broken the Release Notes down by module. Enhancements Add Ability to Edit Ranking Number • What - Administrators can now directly edit call shift rankings by entering ...

    • Release Notes - Scheduling Module

      In order to provide you with more detailed information on our updates, we have broken the Release Notes down by module. Enhancements Off Roster and Accrued Time Off Update What - This enhancement enables immediate processing of work type-based ...

    • Release Notes - Scheduling Module

      In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. Feature Enhancements Qualifiers can be used multiple times. What: You are now able to use Qualifiers across multiple Call Shift ...

    • Scheduling Module - Payroll Report

      Purpose To explain the Payroll Report for the Scheduling module. How is This Report Helpful? This report is helpful when you need to export payroll information into other programs used by payroll/HR departments. This report can also be used to verify ...

    • Scheduling 101

      First Due Academy: Scheduling 101 This training session offers specialized instruction for the features and functionality associated with First Due's Scheduling & Personnel Module. In 101-level sessions we review fundamental module navigation, ...