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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 works Shows employee's actual hours against their minimum required hours. The timesheet does not need to be approved for ...
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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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Custom Reports Datasets Cheat Sheet: Traffic
Allocated Hours Data | Task Assignment Data | Task Assignment Weekly Data | Time Detail Data | Time Detail Data (no costs) | Time Detail Data (with Employee custom fields) Allocated Hours Data Ac...