What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
- 20 Nov 2022 - Utilisation Target Report update
- 13 Nov 2022 - SQL views updates
- 6 Nov 2022 - Minor updates
- 23 Oct 2022 - Non-billable timecodes & Utilisation target report
- 16 Oct 2022 - new notifications for leave
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 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
- 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
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 articlesIntegrations
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