How to: create or edit a project

Tags: Prevailing wage, Process, Project, Subcontractors, Task codes

Overview

Creating a project on Trayd is a great tool both for payroll and for time-tracking. Projects make it easier to:

• Create shifts for workers in the “Schedule” screen.
• Keep track of hours and earnings for a particular job site (this is especially helpful for certified payroll and prevailing wage)
• Automatically calculate taxes to stay compliant with state tax laws
• Track current progress against labor budgets
• Breakdown allocation of specific tasks and/or equipment for a particular job site

Process

Create a project

1. Select the Projects option listed on the left side navigation bar. Then, select the Create project button on the top right corner of the screen.

2. You’ll see the “Create project” modal pop up. On the left-side, you’ll see the list of steps for adding/editing project details. On the right side, you’ll see all the fields where you can input project details. In the “Basic info” screen, there are 4 required fields that must be filled out for a project: Name, Start date, End date, and Location.

3. Once you’re done adding the relevant basic info, click Next.

   ⚠️ Note: The next steps are optional. If you prefer to proceed without completing these, simply click “Next” to skip and continue with the required fields only.

   👉 There are additional fields that you can add to have more helpful details for your projects. These fields include:

   Shift Color: add a color to easily recognize your project in the Calendar view.

   Site instructions: add instructions that will be shared with the workers added to the project

   Cost code: add the relevant cost code if your project has one

4. In the “Budget & team” screen, you can add add labor budget in order to track the project’s progress. You can also select foremen and the workers you would like to allocate to the project.

👉 Note: Selecting foremen and workers will facilitate worker selection for Scheduling and Time-tracking.

5. In the “Task codes” Screen, you can click next if you would like to allow foremen and/or workers to see all task codes when entering hours for the project.

6. If you would like to limit the task codes available for a project, toggle to the Restrict task codes option. Then, select the task codes you would like to display as options for the project. When you’re done updating, click Next.

👉 Note: Throughout the duration of the project, you can update the task codes that are shown to reflect each stage of the project.

7. In the “Prevailing Wages” screen, you can apply prevailing wages to specific job titles. Use the search bar to enter the job title you're looking for. Once you find the desired job title, click the Add button to the right side of the job title.

8. Afterwards, you’ll be asked to specify the “hourly rate” amount and the “effective date” that prevailing wage should be applied for the project. Once you’re done click the green Save button.

9. Afterwards, you’ll see the “Pending prevailing wages” list with the selected job titles and their relevant prevailing wage. If you would like to add another job title, repeat steps 7 and 8.
10. Once you’re done, click the Create project button.

All set! You have created a project that can now be used when you create shifts.

Edit a project

1. To edit a project, select the project from the “Project list”. Then, click the Edit button on the top right corner.
2. The “Edit project” modal will open up, and you can go ahead and edit the project details.

👉 Note: For detailed instructions on how to edit a project's details, please refer to the "Create a new project" section right above.