Time categories and cost codes

Define what people track time against: the kind of activity, and the code it's billed to.

For administratorsPortal3 min read

	Time category	Cost code
Answers	What kind of work was it?	Which code is it charged to?
Examples	Travel, Setup, Maintenance, Training	Phase codes, contract line items, client codes
Set up in	Company › Settings › Time Categories	Company › Settings › Cost Codes, then added to each job

Add time categories

1. Open Time Categories Go to Company › Settings › Time Categories.
2. Add one Select Add Category. Enter a name, a description and a color.
3. Add more Use Save and Add Another to add several in a row.

Add cost codes

1. Open Cost Codes Go to Company › Settings › Cost Codes and select Add Code.
2. Enter the code Add the code and a description.
3. Add it to jobs Add the code to each job that uses it. See Add people, groups and cost codes to a job.

Where they're used

• When people tap in, they choose a job, a time category and a cost code.
• Planner tasks can carry a time category, so people tap in from the task.
• Time entries and hours summaries break down by both.
• The workspace can be filtered by either.

Tip

Keep time categories few and broad. Use cost codes for the detail your billing or payroll needs.