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Project Time Settings for Project Tagging

Workyard offers both Manual and Automatic Project Tagging based on your subscription.

Dylan Sewell avatar
Written by Dylan Sewell
Updated over 2 weeks ago

Workyard supports both Manual and Automatic Project Tagging, depending on your subscription plan. Accurate project tagging is essential for generating job costing reports.

There are two methods for assigning time to projects:


Option 1: Manual Project Tagging

(Available on PRO & Enterprise plans)

Workers manually tag projects:

  • While they are clocked in

  • Or before submitting their time card for approval

How to enable Manual Project Tagging:

Go to ⚙️ Settings > Company > Project Time > Manual


Project Time Assignment Rules (Manual)

All Clock-ins require time assigned to a project

  • On: Workers must tag a project when clocking in or before submitting their time card

  • Off: Project tagging is optional

Allow team members to create a project if not found

  • On: Workers can create a project if none exists

  • Off: They can only select from existing projects


Cost Code Assignment Rules (Manual)

Require team members to assign time to cost codes

  • On: Worker must select a cost code when tagging time:

    • 0 cost codes = Worker will not be forced to select a cost code

    • 1 cost code = Worker will automatically have this cost code assigned.

    • 2+ cost codes = Worker will need to select a specific cost code from the list.

  • Off: The worker will not be presented with the opportunity to select a cost code at all - even if there are cost codes assigned to the project.


Option 2: Automatic Project Tagging

(Available on Enterprise plan only)

Workyard automatically tags projects based on geofence activity—no action needed by the worker.

How to enable Automatic Project Tagging:

Go to ⚙️ Settings > Company > Project Time > Automatic


Project Time Assignment Rules (Automatic)

Assign time spent at locations that are not projects to-this will decide how time spent outside of a geofence is automatically assigned. There are three options:

  • Next Project Visit

  • Split time evenly across all visited projects

  • Leave as Unallocated Time

Assign driving time to-this will decide how drive time logged on the time card will be automatically allocated. There are three options:

  • Next Project Visit

  • Split time evenly across all visited projects

  • Leave as Unallocated Time

Projects to exclude from automatic assignment:

  • Add any projects you want excluded from auto-tagging

  • Note: Auto clock-in and geofence restrictions still apply


Cost Code Assignment Rules (Automatic)

Require team members to assign time to cost codes on clock out

  • On- When the worker clocks out they will be given a chance to select one or more cost codes per project they visited.

    • If the worker selected multiple cost codes, it will then ask them to divide their time at that project across the selected cost codes.

  • Off- If this is off, the worker will never see or be able to interact with cost codes.

Automatically assign a cost code for all driving activity

  • On: if you automatically allocate drive time and have assigned a specific cost code for "Drive Time", then any associated drive time will automatically be assigned the designated cost code.

    • The designated "Drive Time" cost code does not need to be added to each project, it will automatically be applied.

  • Off: Drive time remains untagged


💬 Still have questions?
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