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What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
- 3 November 2024 - View project, project budget, and timecode custom fields on additional screens
- 27 October 2024 - Copy previous timesheets and improve people cost calculations and margins
- 20 October 2024 - Projectworks brand refresh!
- 13 October 2024 - SQL views include write-off columns
- 7 October 2024 - Timesheet Reminders (beta)
Projects
Learn about how to create and set up projects, including setting the billable rates.
- Building your project budget (fee)
- Project and Budget Financials (budget health)
- Project numbers
- Billable rates on projects
Timesheets
Everything you need to know about completing your timesheet
- Introduction to timesheets
- Using your timesheet
- Timesheet configuration options
- Timesheet submit and approval process
- Tips & tricks, troubleshooting and common questions on timesheets
Resourcing
Learn how to resource people onto projects and about the various reports available.
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Invoices
Everything you need to know about creating and sending invoices
- Creating an invoice
- Approving invoices
- Exporting invoices to your accounting system
- Invoice PDF templates
- Invoicing tips & tricks
Revenue Forecasts
Forecasting revenue plays an important part in the financial management of a project and your organisation.
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Users & People
Everything you need to know about creating and managing user accounts in Projectworks
- User preferences (your own settings)
- Adding a new user
- Adding a new posting
- Logging in FAQs
- Access levels
Leave management
The leave feature integrates with resourcing to provide a full picture of a person's availability. Learn how you can manage leave in Projectwoks.
- Overview of leave management
- Export leave details to your payroll system
- Leave calendar shows who is on leave
Margin (profit/loss)
Monitoring your gross margin helps you know if your projects are truly being financially successful. See how Projectworks tracks your gross margin.
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Billable and cost rates
Understand how you can set the billable rates for your work and the cost rates of your people.
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Integrations
Projectworks can be integrated with a number of products, including accounting systems and CRMs.
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Access levels
Access levels are the permissions that let you control what people can see and do.
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Single Sign On
Allow users to login to Projectworks using their Microsoft Online credentials.
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Companies
Companies are your customers and have projects and billing contacts loaded against them.
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Contacts
Contacts are stored against companies and can be used on invoices being issued.
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Glossary & Definitions
See a description of the various names and terms you'll see throughout the application.
- Glossary and definitions
- Work in Progress (WIP) Glossary and Definitions
- How is resourcing different to expected hours on timecodes?
Administration
Everything an Admin needs to know with changing and updating the settings of their Projectworks environment
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Utilisation
Understanding utilisation is a key part of monitoring performance. Learn how to set utilisation targets for people and report on it.
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