How To - Web

How to set up a new project

Anyone with PM or Admin user role can add and edit projects. To set up a new project, please follow the below steps: Click the + button from the top left PROJECT LIST, this takes you to a screen where the set ...

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How to edit a project

All project changes can be made through the Settings section at the bottom left of your project menu for the project selected from the PROJECT LIST. When you press this button you will be taken to the same scre...

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How to edit and approve time cards

To edit time card data on the Web App, navigate to the Daily Time Card view. Click Edit at the top left of the time card. Once in editing mode, you have a variety of editing capabilities: Add a craft worker ...

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How to view time cards

Rhumbix data is collected by your field workers through the Rhumbix Mobile App. You can view this data on the Rhumbix Web App, below is an overview of the standard views. You can view your data for a single pro...

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How to export time card data

Your Rhumbix payroll data can be exported via .csv. Navigate to the Export section in the left-hand corner of the menu. Select your project (or All Projects) and data range, and click Export .csv. Each company...

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How to add your employees to Rhumbix

If you are a Rhumbix admin you can add to and edit your employee list through the Company Administration section of the Web App. PMs and Foremen that are added here will be available to auto populate when you ...

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How to set up your Rhumbix account

To get set up, your administrator will need to add you as an employee through the Company Administration section of the Web App. Once added you can use this link to set up a new password. Once this is done you ...

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How to use the Rhumbix .csv upload

Rhumbix allows you to bulk upload your employees, cost codes, and budgets via .csv. Below are the steps to use this function once you have navigated to the applicable upload page. Click Download .CSV Templat...

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How to make cost codes active/inactive

In the Web App, PMs and Admin have the ability to mark cost codes active and inactive. If a cost code is marked as inactive, Mobile App users will no longer be able to code time to that task. To change ...

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