Enable or Disable Task Codes

Objective

To enable or disable task codes to be used for time entry in Timesheets and My Time.

Background

Task codes consolidate the sub job and cost code into a single field. You can select which types of codes your team can attribute time to in Timesheets and My Time, making it easy for them to accurately track their time. Data entered for budgeted task codes is automatically attributed to the appropriate code in your budget.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Admin tool.
• Additional Information:
  • Existing settings for cost codes and sub jobs are taken into consideration when you enable task codes. See How are task codes configured for time entry?
    Note: Ensure cost codes and sub jobs are enabled on the fieldset for effective task codes.
  • For task codes to show in Timesheets and My Time, they must also be enabled on the tool's fieldsets. See Which fields in the Timesheets tool can be configured as required, optional, or hidden? and Which fields in the My Time tool can be configured as required, optional, or hidden?

Steps

1. Navigate to the Company level Admin tool.
2. Under 'Tool Settings', select Timesheets or My Time.
3. Click the Task Codes tab.
4. Take one of the following actions:
   • Move the toggle to the ON  position to enable task codes.
   • Move the toggle to the OFF  position to disable task codes.

See Also

• What is the difference between a budget code and a task code?
• How are task codes configured for time entry?