Add people, groups and cost codes to a job

Set up who works on a job and which codes they can track time against.

For administratorsPortal3 min read

Open the job from Company › Jobs. It has four tabs: Settings, People & Groups, Cost Codes and Library.

Add the crew

1. Open People & Groups Go to the job's People & Groups tab.
2. Add people Select Add Person, find them and choose whether they're a Manager or a Member.
3. Add groups Select Add Group to add a whole team at once.

People on a job see it under My jobs in the app. If the job is limited to assigned people, only they can find and use it.

Add cost codes

1. Open Cost Codes Go to the job's Cost Codes tab.
2. Add codes Select Add Cost Code and pick from your company's codes.

When people tap in to this job, they can only choose its cost codes. If a job has none, the app says there are no codes for that job.

Tip

Create cost codes first under Company › Settings › Cost Codes. See Time categories and cost codes.