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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.

• 21 April 2024 - Reconcile credit notes from Xero and QuickBooks
• 14 April 2024 - Changes to Work Weeks and deactivating users
• 24 March 2024 - Budget Financials
• 25 February 2024 - Project start & end dates
• Product Update - February 2024

Getting started

Everything you need to know when getting started with Projectworks

• Entering Timesheets
• Entering Leave
• Entering Expenses

Projects

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

• Building your project budget (fee)
• Project and Budget Financials (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.

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

Invoices

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

Revenue Forecasts

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

• Forecasts vs Budget report
• Forecast Change Log

Expenses

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

• Project expenses
• Notification options for expenses

Users & 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
• Access levels

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.

• 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

Access levels

Access levels are the permissions that let you control what people can see and do.

• Access levels (permissions)

Single Sign On

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

• 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

Glossary & Definitions

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

• Glossary and definitions

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
• 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
• Utilisation target report
• Setting utilisation for a person

Notifications

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

• Notifications
• Your notifications settings

Admin & Config

This section covers all items within the administration section.