This guide is designed to give you step by step instructions on how to add a new project in Workamajig.
We recommend creating a new project from a pre-existing Project Template that includes all workflows such as the Schedule (Tasks & Assignments), Estimates, Spec Sheets, Files, and Setup. Copying from a template is efficient and provides consistency for all your job types. For more information on creating project templates, see Project Templates.
1. Start a New Project
To start the process, you first need to click on the New Project option. This is located in several places, depending on your security access of the system.
1A. From Project Manager Today and/or Resource Manager Today
NOTE: There are other ways/places to start a project from. The above is just one example.
2. Enter the Project Info
NOTE: You can copy from Another Project by clicking on Show More. We recommend checking with your implementation team before you follow this process over copying from a Template.
NOTE: You may want to enter a Description and Due Date, but these are not required. Note: the Custom Fields section is specific to your account. You can also click on Show More to see other options.
The new project will appear with all the settings and details from the Template and the Client record combined.
3. Project Setup
Following the Workamajig Way, we want to consider these items under the Setup section of the new project as our first order of business. Upon completing each section, you can click on the check-mark to turn it green. This allows you to come back later or for others to see what has been set up.
The schedule should come pre-populated with information from the Template this project has been copied from. Opening this page allows any small changes needed to be made to duration and assignments and to check the health of the schedule if a project due date has been entered.
After confirming the schedule is ready and making any minor changes needed, we can go back to project central and the Estimates screen.
Click on Estimates from the Setup section, then from the next screen, click the + New Estimate to start an estimate for the project.
The form comes pre-populated with the estimate name and internal approver.
5A. Add the Labor Budget
Click on the Number for Total Labor.
On the next screen, from the top, click on More > Pull From Schedule.
This will populate the labor side of the estimate with the allocated hours per task in your schedule and the service rate set in your client/project.
5B. Add the Expense Budget
Click on the Number for Gross Expenses.
On the next screen, click on Add a New Expense.
Enter in a row per each expense to track.
5C. Get the Estimate Approved
With the Labor and Expense Budgets entered, you should have an estimate overview that shows you the totals and profitability.
Click on the Approve/Submit button to get the estimate approved.
NOTE: Once Approved, this data then populates the Budget for the project.
Example of the populated Budget based on the Approved Estimate.
6. Project Settings
Click on Project Settings to open the projects settings panel.
Use this page to verify the setup and billing/accounting process for the project.
Click on the Team to open the Services and Subscriptions panels.
The employees Default Service will populate for each user on the Team. You can alter these before assigning them to the services in the schedule.
Upon clicking in the Auto Assign button, you are then assigning each Team Member to the corresponding Service of the Approved Estimates Tasks, Services and Hours.
NOTE: This will Override the Allocated Hours currently in the Schedule with the Approved Budget Hours.
Example of how the Users Initials show in the Schedule instead of the Service.
Allows you to choose the level of collaboration you want your users to have with the project.
Auto Subscribe: This will make it so your Team Members are auto added to the Email To list of all new Diary Conversations or To Dos.
Deliverable Defaults: This determines who gets an email when there is a Deliverable Round to Review or be Notified of the round's outcome.
8. Make the Project Active
With the Setup complete, Make the project Active by clicking on the current status of Estimating. This will bring up the list of available Statuses. Choose Production, as this is the only Active status by default.
Notice how the name of the Status changes under the Project Details.
9. Start working on the Project
With the project now Setup and Active, those assigned to the tasks can work on the project from the Creatives Today page via their Task Assignments.