Overview
Budget codes let you track labor costs on a project by linking timesheet entries to specific cost codes, cost types, and phases. Assign budget codes to timesheet entries tied to projects to ensure accurate job costing and reporting.
Who uses this feature
Administrators, office employees, and managers
Primarily for Residential Construction and Commercial Construction business types
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Things to know
Budget codes only work with flexible timekeeping.
If no project is selected on the timesheet, the budget code field is grayed out and cannot be edited.
Associate budget codes to timesheet activities
You can configure the budget code association for a timesheet activity. This controls whether technicians see the budget code field when selecting the activity on their timesheet:
Create a timesheet activity or edit the existing one.
In the Associations sub-section, choose to:
Do Not Allow: The budget code field won't appear for the activity.
Allow: The budget code field will appear, and the technician can choose to select a code.
Require: The technician must select a budget code before saving the entry.
When finished, click Save Timesheet Activity.
Add and edit budget codes on timesheets
You can assign the appropriate cost code, cost type, phase, and other available segments when creating or editing a timesheet. The available fields depend on your company’s work breakdown structure. To add or edit the budget code on a timesheet:
Add a new timesheet entry on a job or edit the existing one.
Click into each available segment field, such as Cost Code, Cost Type, and Phase.
Tip: If the timesheet is associated with a job under a project, the Cost Code will automatically populate based on the project’s budget code.
Select the appropriate value from the dropdown menu.
When finished, click Add Entry.
Add budget codes on payroll adjustments
Add a payroll adjustment to an invoice on a project.
Click each available segment field to select budget codes.
When finished, click Save.
FAQ
Can I set a default cost code for timesheet activities?
No, you can’t set a global default cost code for all timesheet activities. ServiceTitan will only assign a cost code automatically in one specific case:
The timesheet entry is for a Dispatched or Arrived status, and
The associated project budget contains exactly one cost code.
When both of those conditions are met, the system uses that single project cost code for the timesheet automatically. In all other cases, select the cost code manually on the timesheet.