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Exchange Server Sync - User Calendar Setup
Sync Settings | Troubleshooting | Resources NOTE: Workamajig is deprecating the Exchange Server Sync. The preferred connection is using a subscription to your Outlook calendar. The tool may be hi...
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In-House Elective Training: Connections Setup
Attendees: IT Team, Core Workamajig Implementation Team This session may actually be done as part of the Discovery Call or Initial Setup. This 15-min session is designed to have your Implementatio...
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Initial setup: Training for agencies
Guide contents: Training points | Homework | Resources Attendees: Core Workamajig implementation team. This training session is designed to introduce you to Workamajig's interface and shows you h...
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Print checks [in-depth guide]
Guide contents: Workflow | Other information | Resources Workflow The Print checks screen allows you to print out any payment that has been entered into the system and has not yet been assigned a...
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Billing worksheets > Review worksheets [in-depth guide]
Each worksheet must be reviewed & sent for approval prior to billing. During the review process, you will have quick access to the budget and the ability to drill down to the details and write off,...
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Billing > Billing dashboard page [guide]
Navigation The billing manager’s dashboard The dashboard provides a graphic view of your billing for the month. Depending on the functions that have been performed during the month, additional ...
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Resource Manager > Traffic calendar page [guide]
Guide contents: Navigation | Using the traffic calendar | Options | Grid view | Calendar view | Published calendars | Print options | Resources From the traffic calendar, you can see all your pro...
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Project Manager > PM dashboard page [guide]
The project manager dashboard is a listing with chart-based reporting on project related metrics. Navigation | Hours by project type | Hours by client | Billings by client | Completed project de...
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Salesperson > Sales dashboard page [guide]
NOTE: Access to the Sales Dashboard is tied to the Security Right - Use Opportunities.NavigationClick on any dashboard card to see more detail.NOTE: Actuals are based upon receipts entered in the ...
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Advanced custom reporting features [in-depth guide]
Guide contents: Report types | Modify | Layout | Groups | Calculated Groups | Columns | Calculated Columns | Filters | Settings | Saving | Copy | Example custom report | Search options / Use folde...