What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
- 16 Mar 2023 - Enhancements to Jira & DevOps integrations, more invoice template tags
- 08 Mar 2023 - Swap resourcing from more screens
- 26 Feb 2023 - Multiple CC addresses on Contacts
- 12 Feb 2023 - Mandatory comments on timesheets, expense attachment download
- 29 Jan 2023 - Bulk actioning invoices, expense tracking categories, & expenses to QuickBooks
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.
See all articlesProjects
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
- 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.
See all articlesInvoices
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
Forecasts (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
- User preferences (your own settings)
- 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