Back to Work Order Main Menu

Project Codes

Project Codes are designed to give you a way to group together multiple work orders under a common project. Assigning a Project Code to each work order associated with a project allows you to easily run reports and searches on them. You can quickly see the number of work orders associated with a project, total labor hours, and material costs.

Watch the Video Tutorial:

How to Create Project Codes

  • Click on the Add link under the Actions Menu.
  • Click on the Project link.
  • Enter the Project Code and Project Description.
  • Identify if the project is Budgeted.
  • Enter the project's Open and Close Date. *Note: Once the project's Close Date has passed, it can no longer be added to additional work orders.
  • Click Add/Update Record to save.
  • Once a project has been established, the Add/Update Project screen will display the Total Project Cost for Calendar YTD, as well as the Fiscal YTD.


How to Edit or Delete a Project Code

  • To edit an existing Project Code, click on the project code name from the list. Edit the necessary field(s) and click the Add/Update Record button to save.
  • To delete a project code that has never been used, click on the project name from the list and click the Delete button. *Note: A project code that has been selected on work orders cannot be deleted until you have removed the project code from all work orders that is has been associated with.


Did you find this helpful? 


Back to Top