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Sage Construction Management Ideas Portal
Status Future consideration
Categories Labor Timecards
Created by Annie Kendrick
Created on Mar 4, 2024

Timecard - Add Cost Code Option on Global Change Function

Add the Cost Code to the Timecard Approval List

  • Attach files
  • Admin
    Norman Wendl
    Reply
    |
    Aug 21, 2024

    Below is how this could work.

    1) View labor timecard listing

    2) Select one or more labor timecard records

    3) Click "Choose Bulk Action"

    4) Select new Job Cost Code option

    5) Select Project and Job Cost Code. Both are drop-downs. Project drop-down would show only jobs that have been referenced on the selected timecard records.

    6) Click Save.

    Important: Only selected timecard records with the same project reference would get updated. Thus, selected timecard records that reference a different project would NOT get updated.

  • Admin
    Norman Wendl
    Reply
    |
    Aug 21, 2024

    I changed the title to clarify the suggestion.


  • Annie Kendrick
    Reply
    |
    Aug 20, 2024

    It sounds like you would need to have a project filter on the screen to
    show on the global change option. It sure would be handy as we have to go
    into each timecard individually to update currently.

    *From:* Sage Construction Management Ideas Portal <
    c31eac0df1463c2aed6ebd78-sageproducts@iad-prod1.mailer.aha.io>
    *Sent:* Tuesday, August 20, 2024 12:47 PM
    *To:* annie@anniekendrick.com
    *Subject:* Norman Wendl responded to idea SAGECM-I-132 Timecard Approval
    List show Cost Code

  • Admin
    Norman Wendl
    Reply
    |
    Aug 20, 2024

    I thought the suggestion title was about cost code being a column on the listing. If you were referring to cost code being a global change option then that is more tricky because it depends on the project selection. For example, what happens if you select multiple timecard records that reference different projects? In addition, how do we populate the JCC drop-down on the global change form that has no project reference?

  • Annie Kendrick
    Reply
    |
    Aug 20, 2024

    You can���t bulk update Cost Code even if you see if on the approved timecard
    list. Unless I���m getting something wrong?

    *From:* Sage Construction Management Ideas Portal <
    3f839b9607a27d67697b1c36-sageproducts@iad-prod1.mailer.aha.io>
    *Sent:* Tuesday, August 20, 2024 11:20 AM
    *To:* annie@anniekendrick.com
    *Subject:* Norman Wendl responded to idea SAGECM-I-132 Timecard Approval
    List show Cost Code

  • Admin
    Norman Wendl
    Reply
    |
    Aug 20, 2024

    Cost Code is shown on labor and equipment timecard listings. You can also add cost code description as a column.