How_do_I_set_up_a_new_task_based_on_a_job_

How do I set up a new task based on a job?

Linking a task with a job means the hours worked by an employee will be tracked as part of a job in Project Accounting.

Setting up a task linked to a job means a user can enter time worked in Connect Online and the web portal will share the information with Timekeeping and Project Accounting.

 

Adding a task for a job

1. Open Connect Timekeeping Organization Task Codes.

2. Set up a new task code as you usually would set it up.

When the Project Accounting interface is set up, the Job Number field is available.

4. Enter a job number in the Job Number field.

The job information from Project Accounting displays in the fields on the screen. You can change the default job information and the system will save the changes you make to the job in Timekeeping to the job record in Project Accounting application.  

5. Click Save (CTRL+S).

The task is linked to the job number. When a user selects the task, the system will track the time in Project Accounting.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Warning: Invalid templates based on task dates

      Connect Online uses the template that's saved in the employee record as the template the employee will use to enter time worked for tasks and activities. When a task is deleted from Timekeeping that a template is using, you may receive the warning ...
    • How do I link a task to a job?

      Timekeeping can create time entries for tasks that are linked to jobs in Project Accounting. Connect can update the time entries for tasks in Project Accounting so you can track time worked on a job with the job's other expenses. Before you get ...
    • SUTA Wage List (NM) (2025.05)

      Instructions for: Setting up SUTA Wage List (NM) - by SUTA type Setting up SUTA Wage List (NM) - Adjustment Running SUTA Wage List (NM) Set up SUTA Wage List (NM) – by SUTA Type 1. Go to Payroll > State Reports > SUTA Wage List. 2. If the data has ...
    • How do I set up a new transmittals? (2025.02)

      Transmittals refers to the vendor or agency that is receiving payments based on amounts deducted from the employee or computed as an employer paid benefit. Learn how to set up a transmittal view a transmittal The Setup New Transmittal and Modify ...
    • How do I link a task code to a job?

      Add a job number to a task code to report time entries for a job in Project Accounting. When you use the reporting tools to review resources allocated to a job, the transactions in Timekeeping will also be included. Before you get started Add the job ...