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Billing rates & markup overview [in-depth guide]
Guide contents: System setup | Client setup | Project setup | Get labor rate from | Get markup from | Resources Depending on your process, the services & expenses entered on projects can have the...
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Forgot password [in-depth guide]
Workamajig allows for automated password reset via email for individual users.NOTES: This feature is off by default. So speak with your Administrator if you need further help with getting logged in...
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Adding/linking projects to a campaign [in-depth guide]
Guide contents: Ways to link a project | Resources Keep in mind that no work is ever actually done at the campaign level, so things like time & expense entry, tasks, assignments, files, diary con...
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Project tasks by due date [report]
Shows all tasks due by the specified date. How it works Shows all tasks due by the specified date.
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Employee actual hours [report]
Shows employees actual hours against their minimum required hours.How it worksShows employee's actual hours against their minimum required hours. The timesheet does not need to be approved for hour...
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Client profit & loss (detail view) [report]
Menu > Reports > Financial reports > Client profit & loss (detail view)Shows profitability for a specific client with breakdowns by GL account or project type.OverviewThe client profit & loss repor...
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Follow-up conversation [in-depth guide]
Creating follow-ups is a great way to link activities together in order to view them in a communication thread, and be able to assign multiple activities to different people cornering the same orig...
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Write off a client invoice [in-depth guide]
Agencies write off client invoices to mark the open AR amount of the invoice as uncollectable. Workamajig will auto-create a credit invoice to remove the open AR amount and track this amount into t...
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Workamajig Server - Update Mail Settings
Task Manager Settings (WMJServiceConfig.exe), located in the Workamajig Task Manager folder, is used to control many things on your Workmajig Server, including website access, LDAP authentication a...
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Auto schedule [in-depth guide]
Guide contents: The way | Settings | Definitions | What if scenarios | ResourcesThis guide is designed to give you an understanding of how the timing of schedules within Workamajig works by default...