How It Helps
By tagging your projects in Workyard, your company benefits because Workyard provides them better visibility into the profitability of each job, allowing them to continue making the improvements required to grow the company.
How to Tag Projects & Cost Codes to a Time Card
Select Start Work to start this process
Click on 'Select Project'
Choose from the projects that your admin has created.
After selecting the project, click on 'Select Cost Code'
Choose the correct Cost Code
When you're finished, click on 'Confirm Clock In'
Note: To tag multiple projects or cost codes, tap Tag Projects or Projects again.
How to Review and Edit Tagged Projects & Cost Codes
Review tagged projects. Tap the Projects - number of items. From here, you can view all tagged projects, delete any tagged projects and tag additional projects.
When tagging a project - how are they ordered?
At clock in, the bottom banner to tag a project, the projects + geofence pairs are listed by proximity if GPS tracking is enabled and if we can get a location coordinate. Otherwise, the list is presented in alpha-numerical order by geofence name, not project name. In this list the items show the project name first and then the geofence name.
When tagging another project while clocked in, the "VISITED TODAY" section is populated from geofence entries the app has recorded. There is not sorting applied. Then, in the "OTHER" section we present the remaining Project + Geofence pairs in alpha-numerical order by geofence name. In this list the items show the geofence name first and then the project name.
Our customer support team is always here to help if you have questions or need
assistance. Contact us at help@workyard.com or message us via the Help icon.