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Account Setup: Managing Projects
Account Setup: Managing Projects
Customer Service Team avatar
Written by Customer Service Team
Updated over 2 years ago

Creating a New Project on Rhumbix from Rhumbix on Vimeo.

Anyone with the Rhumbix PM, Payroll Admin, or Admin roles can add and edit projects. To create a new project,

  1. Log onto your Rhumbix Dashboard.

  2. Click "+ Create New Project" in the Project drop-down menu.
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  3. Enter in your project information and set your signature settings.

To edit an existing project,

  1. Click on "Configurations" under Project Settings.
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  2. At the top, select a project from the Project drop-down menu.

  3. To add new information or update existing information, navigate through the fields and make changes as necessary.

Budget / 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 or uploaded in bulk via .csv. To upload information, please follow these instructions.

Here you can also deactivate or reactivate existing cost codes. For more information on managing your cost codes, click here .

Team Members

Here, you can assign project team members to access specific Rhumbix projects.

All Rhumbix users, except for Admins, have access only to projects they are assigned to. Some Rhumbix accounts are set up with the Groups feature which can be used to assign groups to projects rather than individual users. Once assigned to a group, a user does not need to be added to individual projects inside of that group.

Here are instructions for managing your company team members.

Equipment

Here, you can add equipment to be used for timekeeping or field forms. The Equipment ID, Type and Description fields are mandatory while the Caltrans ID and rates are optional.

Here are instructions for managing your company equipment list.

Materials

This page can be used to add materials to field forms. 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.

Here are instructions for managing your materials list.

You can always find more information on how to set up your Rhumbix Account on our Support Center.

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