Adding & Editing Projects
Anyone with the Rhumbix PM, Payroll Admin, or Admin roles can add and edit projects.
To create a new project, click the “+ Create New Project” button in the “Select Project” menu.
To edit an existing project, select a project from the “Select Project” list by scrolling through the options or using the search bar
Click "Project Settings" -> "Configurations" at the bottom of the left-hand menu
Project Settings -> Configurations
For adding and editing basic project information and status.
Add or edit Project Name
Add or edit Job Number
Add or edit Address
Change the Project Status by selecting from the drop down
Only active projects can be used for timekeeping, production tracking and T&M tags in the mobile app. If a project is no longer active, please change the status.
Check/uncheck the “Require Timecard Signatures” box to enable/disable mobile app signatures. If you opt for signatures, please choose the daily or weekly signature option.
Click “Save & Finish”
Budget (Production Tracking), Cost Codes (Timekeeping)
For adding your budgets or cost codes.
The cost code and cost code description fields are mandatory while the Group, Budgeted Quantities/Units/Hours are optional. Cost codes can be added one by one by clicking “Add Row” and manually typing your information to the blank row. If you prefer to upload in bulk via .csv, please follow these instructions.
For assigning project team members to access specific Rhumbix projects.
Rhumbix users, except for Admins, only have access to projects they are assigned to. To assign managers, supervisors and foremen to your project:
Click “Add Row”
Type in their Employee ID, First Name, Last Name or Email – a list will auto populate from your Company Administration Employee List
Click the correct employee, they instantly get access to that project
Here are instructions for managing your company employee list.
For adding equipment to timekeeping and T&M tracking.
The Equipment ID, Type and Description fields are mandatory while the Caltrans ID is optional. Equipment can be added one by one by clicking “Add Row” and manually typing your information to the blank row. If you prefer to upload in bulk via .csv, please follow these instructions.
For adding materials to T&M tracking.
The Material Name, Units and Unit Price are mandatory while the Description, Part #, and Group are optional. Materials can be added one by one by clicking “Add Row” and manually typing your information to the blank row. If you prefer to upload in bulk via .csv, please follow these instructions.
Invite Your Foremen
If your foremen already use Rhumbix you do not have to go through this step, you simply add your foreman to the “Add Your Project Team Members” section.
If your foremen have never used Rhumbix:
Click the checkbox next to their name(s)
Click “Send Invites”
Your foremen receive a text with a link to download Rhumbix and set up their account
Did you find this article helpful?