{"id":722,"date":"2020-04-01T02:35:02","date_gmt":"2020-04-01T09:35:02","guid":{"rendered":"https:\/\/www.yocoboard.com\/support\/?p=722"},"modified":"2020-04-01T02:35:02","modified_gmt":"2020-04-01T09:35:02","slug":"manage-a-project","status":"publish","type":"post","link":"https:\/\/www.yocoboard.com\/support\/manage-a-project\/","title":{"rendered":"Manage a Project"},"content":{"rendered":"<h3><strong>Edit Project Details &amp; Manage Staff<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">In addition to tracking your time, YoCoBoard offers a way for your team to map their time to projects. With project-based time tracking, you can calculate the billable hours per project.<\/span><\/p>\n<h4><strong>1.1 Adding a new Project<\/strong><\/h4>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator, <\/span><\/i><span style=\"font-weight: 400;\">select the <\/span><i><span style=\"font-weight: 400;\">Project<\/span><\/i><span style=\"font-weight: 400;\"> tab and click <\/span><i><span style=\"font-weight: 400;\">Add Project.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-728\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/i><\/li>\n<li><span style=\"font-weight: 400;\">On the <\/span><i><span style=\"font-weight: 400;\">Add Project<\/span><\/i><span style=\"font-weight: 400;\"> pop up, enter the <\/span><i><span style=\"font-weight: 400;\">Project Name<\/span><\/i><span style=\"font-weight: 400;\"> and other fields like <\/span><i><span style=\"font-weight: 400;\">Client<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">Staff<\/span><\/i><span style=\"font-weight: 400;\"> and <\/span><i><span style=\"font-weight: 400;\">Project Rate. <\/span><\/i><span style=\"font-weight: 400;\">Click the Save button to confirm the changes.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-729\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.1_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><br \/>\n<strong>Note<\/strong>:\u00a0<i>If your currency is not listed, send an email to <\/i><a href=\"mailto:support@yocoboard.com\"><i>support@yocoboard.com<\/i><\/a><i> and we will have it listed.<\/i><\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><strong>1.2 Managing a Project<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">You can update the project details like the project name, staff members in the project, client and project rate to meet changes in your team.<\/span><\/p>\n<p><strong>1.2.1\u00a0Removing a staff member from a Project<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator, <\/span><\/i><span style=\"font-weight: 400;\">select the <\/span><i><span style=\"font-weight: 400;\">Project<\/span><\/i><span style=\"font-weight: 400;\"> tab and choose the project you want to edit.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-730\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select the <\/span><i><span style=\"font-weight: 400;\">Staff<\/span><\/i><span style=\"font-weight: 400;\"> tab. Choose any staff member and click the <\/span><i><span style=\"font-weight: 400;\">Remove<\/span><\/i><span style=\"font-weight: 400;\"> (minus) icon on the right.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-731\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.1_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><br \/>\n<i><strong>Note<\/strong>: Staff under Default Project cannot be removed. All users in YoCoBoard will automatically be added to the Default Project.<\/i><\/span><\/li>\n<\/ul>\n<p><strong>1.2.2 Changing the project details<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">On the YoCoBoard sidebar, click <\/span><i><span style=\"font-weight: 400;\">Administrator, <\/span><\/i><span style=\"font-weight: 400;\">select the <\/span><i><span style=\"font-weight: 400;\">Project<\/span><\/i><span style=\"font-weight: 400;\"> tab and choose the project you want to edit.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-732\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS1-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS1-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS1-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS1-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS1.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click the <\/span><i><span style=\"font-weight: 400;\">Edit<\/span><\/i><span style=\"font-weight: 400;\"> (pencil) icon to view the project details popup-window.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-733\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS2-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS2-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS2-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS2-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS2.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Edit the project details and click the <\/span><i><span style=\"font-weight: 400;\">Save<\/span><\/i><span style=\"font-weight: 400;\">.<br \/>\n<a href=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-734\" src=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS3-1024x576.png\" alt=\"\" width=\"520\" height=\"293\" srcset=\"https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS3-1024x576.png 1024w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS3-300x169.png 300w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS3-768x432.png 768w, https:\/\/storage.googleapis.com\/goclocksupport\/1\/2020\/04\/YC17_1.2.2_SS3.png 1920w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Edit Project Details &amp; Manage Staff In addition to tracking your time, YoCoBoard offers a way for your team to map their time to projects. With project-based time tracking, you can calculate the billable hours per project. 1.1 Adding a new Project On the YoCoBoard sidebar, click Administrator, select the Project tab and click Add <span class=\"ellipsis\">&hellip;<\/span> <span class=\"more-link-wrap\"><a href=\"https:\/\/www.yocoboard.com\/support\/manage-a-project\/\" class=\"more-link\"><span>Read More &rarr;<\/span><\/a><\/span><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,16,6],"tags":[],"class_list":["post-722","post","type-post","status-publish","format-standard","hentry","category-projects","category-projectassociation","category-staff"],"_links":{"self":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/722"}],"collection":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/comments?post=722"}],"version-history":[{"count":8,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/722\/revisions"}],"predecessor-version":[{"id":737,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/posts\/722\/revisions\/737"}],"wp:attachment":[{"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/media?parent=722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/categories?post=722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.yocoboard.com\/support\/wp-json\/wp\/v2\/tags?post=722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}