Create New Work Types for Costcodes
Issue/Symptom/Question
How do I create a new Work Type for costcodes?
Applies To
PENTA for Windows > Project Management > Jobs > Estimates > Costcode & Estimate Entry
PENTA Web > Project Management Configuration > Work Types
Resolution/Fix/Answer
- Add security for the Project Management module to one of your user groups.
- Follow the steps here for updating a security group: Add Menu Item Access to a PENTA Security Group
- Grant access to this menu item:
- Log into Penta Web
- Click on the Project Management configuration (gear button on the Project Management block).
- Click on the Work Types tab.
- Click Add new
- Enter a description.
- Click the save icon to save the new Work Type.
- Log into PENTA for Windows.
- Query the desired job in the Costcode & Estimate Entry window.
- Choose the desired Work Type from the drop down list.
, multiple selections available,