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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.

• 22 Nov 2021 - refresh templates and SQL view changes
• 14 Nov 2021 - Add/edit invoice screen redesigned
• 31 Oct 2021 - Template management
• 24 Oct 2021 - Bulk approve leave requests
• 10 Oct 2021 - Numbering systems

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 revenue forecast

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.

• 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

Integrations

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

• Xero - Getting started
• Log time from DevOps into Projectworks
• Log time from Jira into Projectworks
• MYOB AccountRight

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

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