Enable or Disable Task Codes

In Procore, a budget code is a Work Breakdown Structure-based financial structure. It is not limited to only cost code plus sub job; it can reflect the segment structure your company defines in Work Breakdown Structure.

A task code is a time-entry experience in Procore’s timekeeping tools that helps users select the right budget-related items faster and with better accuracy by applying additional controls and filtering.

For admins, the key difference is that budget codes define the underlying financial structure, while task codes control how that structure is presented and constrained for time entry.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • Task codes are based on your existing Work Breakdown Structure.

  • Ensure cost codes and sub jobs are enabled on the fieldset for effective task codes.

  • For task codes to show in Timesheets and My Time, they must also be enabled on the tool's fieldsets. See Which fields in the Timesheets tool can be configured as required, optional, or hidden? and Which fields in the My Time tool can be configured as required, optional, or hidden?

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', select Timesheets or My Time.

3. Click the Task Codes tab.

4. Take one of the following actions:

   • Move the toggle to the ON position to enable task codes.

   • Move the toggle to the OFF position to disable task codes.