Getting started
Everything you need to know when getting started with Projectworks
- Creating Projects, Budgets & Timecodes
- Adding Resourcing to your Project
- Entering Timesheets
- Entering Leave
- Adding a Financial Forecast
What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
- v3.29: 17 Jan 2021 - Restrict time entries to allocated hours
- v3.28: 23 Dec 2020 - Project margin report v2
- v3.27: 13 Dec 2020 - Changing project type
Glossary & Definitions
See a description of the various names and terms you'll see throughout the application.
See all articlesResourcing
Learn how to resource people onto projects and about the various reports available.
See all articlesForecasts (revenue)
Forecasting revenue plays an important part in the financial management of a project and your organisation.
See all articlesUsers & People
Everything you need to know about creating and managing user accounts in Projectworks
See all articlesLeave 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.
See all articlesAdministration
Everything an Admin needs to know with changing and updating the settings of their Projectworks environment
See all articlesXero integration
Integrate with Xero and export invoices from Projectworks and reconcile payments from Xero.
- Getting started with Xero - connect & configure
- Xero integration: Process & Data flow
- FAQs on managing the Xero integration