Setting up Project Codes

Setting up Project Codes

Purpose

  1. To explain how to create Project Codes in the Scheduling Module.
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Background

  1. Project Codes allows departments to track personnel assigned to special functions, special events, special projects, etc.
  2. 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.





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