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How do I determine a Client and/or Vendor record when importing? [FAQ]
Client and Vendor import fields: Client ID = Name or Abbreviation of Company Name Is a Billable Client = Yes Vendor ID = Name or Abbreviation of Company Name Vendor = Yes Viewing the CSV file In Ex...
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Managing Other Peoples and Public Calendars [FAQ]
Please refer to the Managing Calendars for more info. For Personal Calendars, you can open the Calendar Setup, and then give other users access to View only or Edit your calendar. For Public Calend...
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Do meetings flagged as Private sync over as Private? [FAQ]
Yes. If you flagged a meeting as Private in Google or Outlook. It will sync over as with the Private box checked in Workamajig, and vice versa.
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Inactive Users and Public Meetings [FAQ]
When an Employee is made inactive, any meetings that the user was the Organizer of will disappear from all calendars. This has will affect Company Holidays which also affect project scheduling. You...
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I am noticing something odd with a meeting after a sync with Google Calendar or Exchange Calendar [FAQ]
There are many reasons as to what can cause an issue with a sync of this type. Please refer to our Calendar Sync troubleshooting guide for more information. However, if you need to contact support...
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How do I set up a Personal Day Off? [FAQ]
This will depend on if you want this visible on the Public Calendar or not: Visible: Create a new event, select the Public Vacation Calendar designated for PTO. Mark it as an All Day Event and chec...
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How do I set up a Company Holiday Event in the Calendar? [FAQ]
Enter an event on the Company's Public Calendar. Flag it as an All Day Event and check the Block Out option. This will prevent tasks from being scheduled on that date. See the Add new Company Holid...
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How is non-billable time, such as PTO and Sick Time tracked? [FAQ]
While Workamajig is not an HR system, you can set up a non-billable project for an overhead client to track all non-billable time to. This allows you to account for all hours in the day and to crea...
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Can I delete a Service or Expense Item from the system? [FAQ]
So long as it has not been used on an estimate or some other type of transaction in the system. If the system will not allow you to delete it, then we suggest you make the Service inactive, so it c...
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How do I create a project budget? [FAQ]
This is done by creating and approving Estimates. Only approved estimates count toward the budget. Multiple approved estimates create one total budget.