Task Codes

Use the Task Codes function to set up the task codes your projects use. Assign the task codes to projects using the Projects function. Task Codes may be assigned to projects without a phase code being assigned to projects. Time tickets and transactions may be entered to the task code level.

Creating a Task Code

1. Click the New button, on the toolbar, to open a blank task code record.
2. Enter a new code in the Task Code field.
3. Enter a description of the new code in the Description field.
4. Click the Save button, on the toolbar, to save the new task code.

Editing a Task Code

1. Select a code to edit from the Task Code field.
2. Edit the fields as necessary.
3. Close the Task Codes function to save any changes made to the task code.

Deleting a Task Code

1. Select a code to delete from the Task Code field.
2. Click the Delete button, on the toolbar, to delete the selected task code.
3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.