Project Scoping - Assign Specific Cost Codes to Your Projects

Did you know you can create a specific list of cost codes that are assigned to each of your projects? This is called “Project Scoping”. This allows your employees to only view the cost codes assigned to the project they are working on, instead of scrolling through possibly dozens of unrelated cost codes.

Before you get started:  If you have Project Scoping turned on, but have not assigned cost codes to a project, your employees won’t be able to clock into that project.

Jump to:

Project Scoping from the Web

Project Scoping from Your Mobile Device

Project Scoping from the Web

Step One: Turn on Project Scoping from the Web

1. From the left navigation menu select Settings.
2. Select Time Keeping.
3. Click on Cost Code Tracking.
4. Check the box next to Project Scoping and click on Update.

Step Two: Assign Cost Codes to Projects

1. From the “left navigation menu” select Projects.
2. Select the project you want to assign cost codes to.
3. Click on Manage on the top right.
4. You’ll see 3 headers, select Cost Codes.
5. Click on Manage on the top left.
6. From here check the boxes next to all the cost codes you want assigned to this project. Then click Submit.

Note:  You can easily find cost codes by using the search bar.  If your cost codes are grouped, you can also choose to assign an entire group of cost codes.  Learn more about managing cost codes here.

Project Scoping from Your Mobile Device

Step One: Turn on Project Scoping from your Mobile Device.

1. Login to your busybusy app.
2. On the top left click on the three horizontal lines (we call it a “hamburger icon”).
3. Towards the bottom of the “left navigation menu”, select Settings.
4. Click on Company under the general heading.
5. From the company settings, toggle on Project Specific Cost Codes.

Step Two: Assigning Cost Codes to Projects (Mobile).

1. On the top left click on the three horizontal lines (we call it a “hamburger icon”).
2. Select Projects.
3. Click on the project you want to assign cost codes to.
4. Select Cost Codes.
5. Search for the cost codes you want to assign to your project.
6. Select all Cost Codes you wish to assign.
7. Select Done at the top right when you’ve finished selecting Cost Codes

It’s important to consider why and how cost codes can benefit your company. By being more detailed about how you’re tracking labor, you’ll have a greater understanding of how you can bid projects and be more efficient.

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