Navigation | Menu Items | Training | Videos | Guides

This overview guide is designed to show you all aspects relating to a Project Manager in Workamajig. From Training sessions, Detailed Guides, and Workflow, to Videos.

Navigation

Menu Items

• Today Project Manager
  This "Today" page is designed to be the "Go-To" page for all Project Manager and Account Manager types. The benefits of this page are too numerous to list here.
• PM Dashboard
  This Dashboard is designed to show you statistics; like projects created, and hours per client. All with a Date Range selection.
• PM Graphs
  This is where you can create custom graphs, charts, and statistics that go beyond what the Dashboard offers.
• Projects
  This page is one of the most central places to visit in the system, as it's designed to show all the active projects in the system with their current percent complete based on task days.
• Planning Projects (In Development)
  Stay tuned for more info.
• Campaigns
  This page is similar to the Projects page above.  However, this looks at your Campaigns and reflects data at that level.
• Deliverables Board
  This board allows you to manage multiple deliverables across a client or project.
• To-Do Board
  This is a bit of a niche page to use, as it relates more to tracking the details within a task of a project. Almost like an issue tracking system with statuses of things to fix as part of a web development task for example.

Please keep in mind that these are not all the pages a Project Manager may use. You may also want to check out the Resource Manager Overview and Everyone Overview guides as well.

Training

If your role is that of a Project Manager, Account Manager, or similar, then the Training Sessions listed here are the sessions you will want to be a part of during your company's implementation of the Workamajig application. If your company has already implemented Workamajig and you are here to find out more info, then you can refer to these training sessions as a reference of where the implantation began.

• Discovery
  Depending on how involved you are in the decision-making process and control of your process/workflow. It's great to be on this first discussion with your Workamajig Account Manager to let them know of your project-related needs prior to getting into the nitty-gritty of training.
• Initial Setup
  This training will not only provide the basics of navigation but can then dig into some of the system setup. As this is where the controls of the system are that can be tweaked to suit your workflow needs.
• Project Templates
  Now, this is where your Project Managers will get the most benefit from the system, so this is the training not to miss. Where the Workamajig "Way" is to create projects from a template that has all the necessary components ready to copy from.
• Project Intake
  This is also a must-attend for any Project Manager, as it continues the workflow process where we copy from a Template to then start a new Project. After which we can adjust from there to meet the needs of that particular project. Keep in mind that a project can also be created from a Project Request (for In-house users) or from an Opportunity (that can start from a Template).
• Assignments and Resourcing
  This may or may not relate to your Project Manager unless they are also needing to "Traffic" or continually manage their projects at a more detailed level. As this gets it on the fine points of task assignments and other styles of project management.
• Collaboration
  While this has its own training sessions, many of the topics contained under Collaboration may be discussed in part in the above training sessions. Yet one piece that tends to be its own training sessions is going over the use of Deliverables.

Videos

• Overview for Project Managers (Video)
• Project Manager Today (Video)
• Active Projects (Video)
• Project Creation (Video)
• Project Estimates (Video)
• Project Schedule (Video)
• Deliverables (Video)
• Project Request Form Reviews (Video)
• Past Webinars

Guides

Setup

• In-House Training: Create Project Template

Related Features

• Project Dashboard
• Shows you all the points of interest within an open project.
• New Project
• Step by step guide on how to create a new project in the system.
• Project Schedule Overview
• An overview of the project schedule with detailed sub-pages that go into the minutia of the schedule features.
• Estimates Overview
• All about estimates and how they can improve your process and profitability.
• Deliverables
• Step by step setup and use of Deliverables.
• Campaigns Overview
• An overview of Campaigns with detailed sub guides on how to create and manage Campaigns in the system.
• Project Requests Overview
• More for In-house users, but goes over the setup and use of Project Requests in the system.