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# QRG Create Project Codes - Timesheet Activity

export const InlineImage = ({src, alt = "", height = "1.6em"}) => {
  return <img noZoom src={src} alt={alt} style={{
    display: "inline",
    verticalAlign: "start",
    height: height,
    margin: "0"
  }} />;
};

## Purpose

The purpose of this quick reference guide is to step through the process of creating Timesheet Activity
Project Codes. The intended audience for this document are system administrators / standard users.

## Steps

### Create a Timesheet Activity Project Code record

Timesheet Activity Project Codes are used to identify on a Timesheet Entry time that relates to a particular
task detailed in an Interpretation Rule, and that therefore may require a specific pay rate (or charge rate).

There are three Timesheet Activity Project Code record types:

* **Timesheet Activity - Template Level**  - The Timesheet Activity Template Level Project Code is used
  to create a Template for task specific Timesheet activities during the Interpretation process.

* **Timesheet Activity - Client Level**  - The Timesheet Activity Client Level Project Code is used for
  task specific Timesheet activities during the Interpretation process, specific only to that Client.

* **Timesheet Activity - Assignment Level**  - The Timesheet Activity Assignment Level Project Code is
  used for task specific Timesheet activities referenced during the Interpretation process, available
  at an Assignment level.

Create a Timesheet Activity Project Code by following the below steps:

<Columns cols={2}>
  <div>
    1. Click on the **App Launcher** icon (see
       Figure 1).
  </div>

  <div>
    <Frame>
      <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-0-figure-1.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=20594dd6277739efc5c206d6f257e6b1" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="456" height="212" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-0-figure-1.png" />
    </Frame>
  </div>
</Columns>

<Columns cols={2}>
  <div>
    2. Go to the **Project Codes** object by using
       the Search function (see Figure 2).
  </div>

  <div>
    <Frame>
      <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-0-figure-2.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=05c63036537eab5872660ceb4b10fd2d" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="456" height="360" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-0-figure-2.png" />
    </Frame>
  </div>
</Columns>

3. Click on the **New** button (see Figure 3).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-1-figure-3.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=1e98a6298c4f6c3fbcd10bdd2f438911" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="972" height="204" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-1-figure-3.png" />
</Frame>

4. Select one of the **Timesheet Activity** record types from the available record types, and click on the
   **Next** button (see Figure 4).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-1-figure-4.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=c6ec6232c5e8fb0a7c4b2e15a1ee6061" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="976" height="720" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-1-figure-4.png" />
</Frame>

5. If the **Timesheet Activity - Template Level** record type was selected, follow this step in the
   sequence given below:
   1. Populate the following required fields to provide the base details of the Project Code (see
      Figure 5):
      1. **Project Code Name**
      2. **Status**

   2. To define how the Interpretation should be completed for Timesheet Activities related to
      this Project Code, populate one of the following fields:
      1. To determine the Breakpoint Type that should be used during Timesheet
         Interpretation related to this Project Code, select from the available picklist values
         in the **Interpretation Breakpoint Type** field.

         **OR**

      2. To set up the Timesheet Activity as an Interpretation Variation, select ‘Yes’ from the
         picklist values available in the **Is an Interpretation Variation?** field.

         * If ‘Yes’ is selected, users must identify a Variation Type from the picklist
           values available in the **Variation Type** field.

6. Click on the **Save** button (see Figure 5).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-2-figure-5.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=68d7a8c42bc4175f6585144dcfcbdc5f" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="976" height="624" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-2-figure-5.png" />
</Frame>

7. If the **Timesheet Activity - Client Level** record type was selected, follow this step in the sequence
   given below:
   1. Populate the following required fields to provide the base details of the Project Code (see
      Figure 6):
      1. **Project Code Name**
      2. **Client**
      3. **Status**

   2. To define how the Interpretation should be completed for Timesheet Activities related to
      this Project Code, populate one of the following fields:
      1. To determine the Breakpoint Type that should be used during Timesheet
         Interpretation related to this Project Code, select from the available picklist values
         in the **Interpretation Breakpoint Type** field.

         **OR**

      2. To set up the Timesheet Activity as an Interpretation Variation, select ‘Yes’ from the
         picklist values available in the **Is an Interpretation Variation?** field.

         * If ‘Yes’ is selected, users must identify a Variation Type from the picklist
           values available in the **Variation Type** field.

8. Click on the **Save** button (see Figure 6).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-3-figure-6.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=1c62f47df3a41011aeee307309fc5c54" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="976" height="628" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-3-figure-6.png" />
</Frame>

9. If the **Timesheet Activity - Assignment Level** record type was selected, follow this step in the
   sequence given below:
   1. Populate the following required fields to provide the base details of the Project Code (see
      Figure 7):
      1. **Project Code Name**
      2. **Client**
      3. **Assignment**
      4. **Status**

   2. To define how Interpretation should be completed for Timesheet Activities related to this
      Project Code, populate one of the following fields:
      1. To determine the Breakpoint Type that should be used during Timesheet
         Interpretation related to this Project Code, select from the available picklist values
         in the **Interpretation Breakpoint Type** field.

         **OR**

      2. To set up the Timesheet Activity as an Interpretation Variation, select ‘Yes’ from the
         picklist values available in the **Is an Interpretation Variation?** field.

         * If ‘Yes’ is selected, users must identify a Variation Type from the picklist
           values available in the **Variation Type** field.

10. Click on the **Save** button (see Figure 7).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-4-figure-7.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=2fde1974ef4dcf2e46b5a14c41935e8b" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="976" height="632" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-4-figure-7.png" />
</Frame>

A new **Timesheet Activity Project Code** has been created (see Figure 8).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/auWENzB-Zzr85ohe/images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-5-figure-8.png?fit=max&auto=format&n=auWENzB-Zzr85ohe&q=85&s=43ed397715e1f2511444463be8c9031f" alt="Screenshot from QRG Create Project Codes - Timesheet Activity" width="976" height="562" data-path="images/generated/reference-guides/data-set-up-and-creation/qrg-create-project-codes-timesheet-activity/qrg-create-project-codes-timesheet-activity-pdf-5-figure-8.png" />
</Frame>

<Danger>
  Project Codes CAN NOT be deleted if they are used in other records. Deleting records is
  not recommended unless absolutely essential.
</Danger>

<Warning>
  A Project Code record can only be edited if it has not already been referenced within
  Pay Transactions that are processed in a Pay Batch, or have been Invoiced.
</Warning>

1. To modify an existing Timesheet Activity Assignment Level Project Code record, open the required
   record and select the **Edit** button available on the top right side of the page. You can also double click
   in any of the fields that need editing or just click on the pencil icon <InlineImage src="/images/icons/qrg-create-project-codes-timesheet-activity-inline-5-1.png" alt="Inline icon" /> that appears within fields
   when you move your cursor over the field.
2. When complete, click on the **Save** button.

## Field Descriptions

**Assignment** is the specific Assignment this Project Code will apply to.

**Client** is the specific Client this Project Code will apply to.

**Interpretation Breakpoint Type** is used to specify the Interpretation type for specific shifts related to this
Project Code.

**Is an Interpretation Variation?** is used to configure any Timesheet Activities created in association with
this Project Code as Interpretation Variations.

**Variation Type** defines the Interpretation Variation Type that applies to any Timesheet Activities created in
association with this Project Code.

**Project Code Name** is the name assigned to the Project Code record.

**Status** is the Status of the Project Code.

## Further Information

| Document                                     | Document Type    | Description                                                |
| -------------------------------------------- | ---------------- | ---------------------------------------------------------- |
| QRG Create Project Codes                     | Task Information | How to create Project Codes                                |
| Create an Assignment - Temp                  | Task Information | How to create an Assignment record for Timesheet Employees |
| Create an Assignment Rate record - Timesheet | Task Information | How to create a Timesheet Assignment Rate Record           |
