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Labor budgets [in-depth guide]
Guide contents: Overview | Add a labor budget | Managing the budget | Edit budget | Billable summary reports | Billable summary graphs | Resources Overview Labor budgets enable the estimation of ...
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Using timeline segments [in-depth guide]
Guide contents: Setup | Adding timeline segments to tasks | Project managers | Resource managers | Reporting | Resources In order to help visualize & report on major project milestones, Workamaji...
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Printing & emailing purchase orders [in-depth guide]
To print a purchase order, click Print, located in the top right corner of the Edit PO screen. This will generate a PDF of the order, its lines and a separate page for each linked spec sheet. From ...
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New manual insertion order [in-depth guide]
Guide contents: Overview | Setup | Main input: new insertion order | Line items tab Overview Insertion orders are similar to purchase orders but are used to place orders for ad spots in publicati...
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Approving estimates [in-depth guide]
Guide contents: Internal approver | External approver | Resources Most users will have an internal approver process for estimates, and leave the client-facing side of this process from the PDF th...
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Get labor rate from [in-depth guide]
Guide contents: Defaults | Typical scenarios | When updating rates | ResourcesThis guide will show you how to set up & use the 'get rate from' setting to streamline your billing process. This can b...
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Windows (New Install): WebDAV-Workamajig App Server
Prior-To-Setup Considerations | Setup Instructions | Download The WebDAV App | WebDAV Application Server Install Folder | Web Site Setup In IIS | WebDAVServerConfig Folder | Test Setup | Workamaji...
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Project tasks by person [report]
Shows all tasks by assigned user. How it works Shows all tasks by assigned user.
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Project actuals by month [report]
Shows actuals per project with a 12-month view and the amount billed.How it worksSearch optionsGrouping - Choose how you want the data to be grouped. Choices are Client, Project Type, Account Manag...
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Client profit & loss (multi view) [report]
Menu > Reports > Financial reports > Client profit & loss (multi-view) Shows profitability across multiple clients with the ability to allocate overhead from the GL. How it works | Search criteria...