Allocating jobs to projects

Belindastreet5 · ‎December 15, 2020

When I create a project I can only allocate one job to it, can I allocate more then one job to the same project?

JamesDuanT · ‎December 16, 2020

Thanks for getting back to us, Belindastreet5.

What you want is possible if we create sub-level jobs that we can still associate to the project. To see the detailed steps, you can click How to Create Sub-Level Jobs in this article: Create and manage jobs or customers in TSheets.

From that point, you should be able to allocate the jobs you want for the project.

If you need additional assistance in navigating the product, you can contact our TSheets Support Team. They can guide you in doing this.

We'll be right here if you have additional queries in managing jobs in TSheets.

View solution in original post

RCV · ‎December 16, 2020

Thanks for checking in with us, Belindastreet5.

In T Sheets, we can duplicate a job and all its sub-level jobs. This is an easy way to create a new job that needs to have the same list of sub-level jobs as one that's already established. Let me show you how:

Go to Jobs, then select the Edit icon.
Press More, then choose Duplicate.
Enter in a new job name and a new shortcode (optional).
Hit Save.

For more details about this one, see Create and manage jobs or customers in the TSheets article. You can also contact our TSheets Support Team to see if there's a workaround where you can add multiple jobs to a project.

Feel free to visit our TSheets by QuickBooks page for more insights about managing your business in TSheets.

I'm just one post away if you need a hand with importing your data in QuickBooks. I'll be here to ensure your success. You have a good one.

Belindastreet5 · ‎December 16, 2020

Thanks for the reply.

The subsequent jobs would be very different to each other (not duplicates) and may have the same tasks - but not always. I don't think we would use the task's as such.

ie:

Project: Penrith house

Jobs allocated to this:

- Powder coated Table frame

- Stainless Steel Outdoor Kitchen

-Brass wine rack

Is that possible?

JamesDuanT · ‎December 16, 2020

Thanks for getting back to us, Belindastreet5.

What you want is possible if we create sub-level jobs that we can still associate to the project. To see the detailed steps, you can click How to Create Sub-Level Jobs in this article: Create and manage jobs or customers in TSheets.

From that point, you should be able to allocate the jobs you want for the project.

If you need additional assistance in navigating the product, you can contact our TSheets Support Team. They can guide you in doing this.

We'll be right here if you have additional queries in managing jobs in TSheets.

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Allocating jobs to projects