Hello. How can we help you?

What's new

We roll out updates quite often so check out the release notes to keep up with the changes.

• 22 May 2022 - add & edit companies
• 15 May 2022 - Projects by budget health & login with MFA
• 24 Apr 2022 - record time on opportunities
• 10 Apr 2022 - Invoice breakdown template options
• 3 Apr 2022 - Project Manager specific access levels

Getting started

Everything you need to know when getting started with Projectworks

• Entering Timesheets
• Entering Leave
• Entering Expenses
• Creating Projects, Budgets & Timecodes
• Adding Resourcing to your Project

Glossary & Definitions

See a description of the various names and terms you'll see throughout the application.

• Glossary and definitions

Projects

Learn about how to create and set up projects, including setting the billable rates.

• Building your project budget (fee)
• Projects by Budget Health
• Project numbers
• Billable rates on projects

Timesheets

Everything you need to know about completing your timesheet

• Overview of timesheets
• Timesheet: week view
• Tools & Tips

Resourcing

Learn how to resource people onto projects and about the various reports available.

• Overview of Resourcing
• Resourcing by availability - who has capacity?
• Entering resourcing

Forecasts (revenue)

Forecasting revenue plays an important part in the financial management of a project and your organisation.

• Finance forecasting (measured against budgets)
• Forecast Change Log

Expenses

Track expenses to see the full financial performance of your projects.

• Project expenses

Users & People

Everything you need to know about creating and managing user accounts in Projectworks

• Adding a new user
• Adding a new posting
• Logging in FAQs
• User roles

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

Troubleshooting

A guide to resolving common issues

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.

• Overview of margin
• Project margin (profit/loss)
• Setting up costs of your people

Billable and cost rates

Understand how you can set the billable rates for your work and the cost rates of your people.

Integrations

Projectworks can be integrated with a number of products, including accounting systems and CRMs.

• Xero - Getting started
• HubSpot to Projectworks
• Log time from DevOps into Projectworks
• Log time from Jira into Projectworks

Custom Reports

Build your own reports using our custom report editor.

• Getting started with custom reports
• Creating a new custom report
• FAQs on custom reports

Single Sign On

Allow users to login to Projectworks using their Microsoft Online credentials.

• Setting up single sign on with Microsoft
• Signing in to Projectworks using SSO

Companies

Companies are your customers and have projects and billing contacts loaded against them.

• Companies directory
• Maintaining companies

Contacts

Contacts are stored against companies and can be used on invoices being issued.

• Contacts directory
• Maintaining contacts

Administration

Everything an Admin needs to know with changing and updating the settings of their Projectworks environment

• Updating your holiday calendar
• Adding a new financial year
• Creating Custom Fields

Utilisation

Understanding utilisation is a key part of monitoring performance. Learn how to set utilisation targets for people and report on it.

• Overview of utilisation
• Setting utilisation for a person
• Utilisation reports

Notifications

Learn how to set up your preferences for notifications from Projectworks.

• Notifications
• Your notifications settings