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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...
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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...
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Contact fields [guide]
Contact-specific custom fields will appear within all kinds of views and custom reports. These also replicate into the available company fields as well, yet they are separate when reporting on them...
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GL classes [guide]
GL classes Menu > Admin > System setup > GL settings > GL classes GL classes are used to segment transactions posted to the general ledger. They can be used for several different types of needs. Th...
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Media: Revision reasons [guide]
Navigation | Resources Navigation Menu > Admin > System setup > Media > Revision reasons Allows you to customize the 'revision reasons' field for reporting purposes. Resources The media role in...
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Order line: Define field groups [in-depth guide]
Guide contents: Navigation | Add order line field groups | Add fields | Example | Resources Navigation Menu > Admin > System setup > Purchasing > Define order line field groups See the Define ord...
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Billing options: Payment methods [guide]
Guide contents: Navigation | Add a payment method Navigation Menu > Admin > System setup > Time & billing > Payment methods Payment methods are used to categorize receipts from clients. Typical o...
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Contact management: Company types [guide]
Guide contents: Navigation | Company types Navigation Menu > Admin > System setup > Contact management > Company types Company types are used in contact management to segment your contact databas...
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Global lists: Offices [in-depth guide]
Guide contents: System setup | Add an office System setup Menu > Admin/manager > Setup setup > Global lists > Offices Workamajig allows you to separate out employees, projects, project files stor...