Getting Started with Administration
5.0 - Project Billing Codes and Project Templates

Senomix billing codes can be adjusted to fit the level of precision required for time tracking of each employee. Depending upon the responsibilities of an individual working on a project, this can result in time being tracked on a task-by-task basis or simply by project if a particular activity or task cannot be identified for a person's work.

Billing codes can accommodate both unchanging projects (which use the same billing codes year-after-year) and development and system maintenance environments in which project requirements must be quickly addressed as they emerge. Considering an example project for the creation of an inventory tracking system, an initial set of billing codes might be created as follows:

Example project structure
Project Templates

The activities and tasks of Senomix projects can be managed through one or more project template records. A project template is a special type of project whose activities and tasks can be assigned to one or more different projects but is not referenced directly as a project itself.

When a project template's activity and task records are adjusted, the changes made to that template will apply immediately to all projects assigned to use it. This provides you with a centralized way to manage the activity and task options for dozens, hundreds or thousands of projects at once without requiring numerous edits to each project affected by a billing code change.

For example, if a development project was created as a project template and that template was then assigned to a few dozen projects, any changes made to the template's list of items would be applied to all projects at once without any other changes needed.

Showing this in a diagram, project templates allow multiple projects to 'point to' the same, single set of activities and tasks:

Example project template

Whereas a set of standard projects (often created through a project copy action) will each have their own set of individual activity and task records:

Example stand-alone projects

Although the activities and tasks are still named identically after performing a project copy, each set of billing codes are created and edited independently (which can make the management of your Senomix projects more difficult over time). To avoid this, project templates should be used in place of 'project copy' whenever possible.

When Should Project Templates Be Used?

Project templates should be used for all projects in your office which have a similar structure.

A 'project copy' action should only be performed to help set up a new project template, or to create custom activity and task lists if your office performs a few large-scale projects each year. For simplicity, long-term projects which will only be referenced once in your system (such as internal records for recording in-house administration or vacation time) should be created without using a project template. All other work should reference your office's own set of project templates.