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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...
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Managing conversations [in-depth guide]
From the Global Search>Views>Sales: Conversation>Activity View screen, you are able to view all of the activities in the system. It is recommended that your company defines a few subjects related t...
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Campaign schedule [in-depth guide]
Guide contents: Campaign schedule | Next steps This view of the project schedule gives the viewer a high-level screen to review, yet you can also manage the tasks of the projects linked to this c...
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Create credit from an advance bill [in-depth guide]
Guide contents: Overview | Create credit | Example and T-chart | I do not need the advance bill Overview The system allows you to easily create a client credit memo invoice from an advance bill I...
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Custom Reports Datasets Cheat Sheet: Purchasing
Broadcast Order Data | Credit Card Charge Application Data | Credit Card Connector Detail Data | Expense Envelope Detail Data | Insertion Order Data | Miscellaneous Costs Data | Order Detail Accrua...
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Task predecessors [in-depth guide]
Guide contents: General questions | The basics | Negative & positive lag | Concurrent & triggering multiple tasks | Summary task level predecessors | Cross project predecessors | ResourcesThis guid...
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Expense reports [setup guide]
Workflow | Setup for expense reports | Add new expense report | Reimbursement of expenses | ResourcesThere are 3 methods for tracking staff incurred out-of-pocket expenses in Workamajig. The method...
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Project fields [guide]
Project-specific custom fields will appear within various views and custom reports. These are also available for other features like the map to project fields. These can also be pulled into an esti...