The Campaign feature allows you to group together multiple projects in one location for viewing, reporting, billing, and project management purposes.
Changes coming to Campaigns in the September update:
Managing campaigns in Workamajig just got a lot easier! We are adding tools in our September make the process for opening campaigns more efficient and to give you more information at the campaign level.
- Auto-Assign can now be done from the project level assigning staff to every project that is part of a campaign.
- You can now edit column sets in the new Campaign Schedule screen.
- We have greatly expanded the column detail options in the Campaign Schedule screen.
- You can now hide completed tasks in the Campaign Schedule, similar to how you can hide tasks at the project level.
Start here to make sure things are set up in the system to accommodate your needs.
To get started, we will need to create the campaign itself.
This guide will cover how to add new projects right from the campaign screen, or how to connect existing projects to a campaign.
This allows you to see the schedules of all projects linked to this campaign in one place.
With all of your projects established, you can create project-level estimates that roll up to the campaign. Or you can create a campaign level estimate to track all details to roll up and compare against the campaign budget.
View all approved estimates that create the budget and compare against actual project transactions to those budgeted items/tasks/projects/segments.
You can bill directly from the campaign screen, or rely on your client setup and other billing processes in the system to generate your invoices.