(Guide Admin)
- Total activity 2097
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1066
Articles
Recent activity by (Guide Admin) Sort by recent activity-
Submit a project request [in-depth guide]
Guide contents: Who can submit a project request for review? | Using a project request form | Next steps Project requests allow members of your internal team or your clients to initiate a request...
-
IIS Server Settings
This is for users that have Workamajig installed on their own server. If you log in via a web address that begins with APP, you do not have to do anything. In order to use the CalDAV functionality ...
-
In-House Training: Time and Traffic
Attendees: Workamajig Implementation Team, Project Managers, Account Managers, select Production Staff Scheduled Time: 1 hr In the last session, you learned how to create a new project based on a t...
-
Purchasing Training for Agencies
Attendees: Core Workamajig Implementation Team, Production Team, AP Team. In this session, we will build upon this knowledge and look into Entering Project Costs and Tracking Time towards the Proje...
-
Project Manager > Campaigns page [guide]
The campaigns page allows you to intake new, or view any existing campaigns and their status. Campaigns in Workamajig allow you to upload files and have conversations at the campaign level rather t...
-
Salesperson > Companies page [guide]
Navigation | Add a companyNavigationThe Companies screen allows access to favorites and recently accessed company records.Add a companyAdd a company by selecting the ‘+’ sign from the Companies scr...
-
Project hourly realization rate [report]
Menu>Everyone > Report Center > Project Financial Reports > Project Hourly Realization Rate How it works This report calculates the realized hourly rate earned on projects based on one of 3 availa...
-
Everyone > Report center page [guide]
Navigation | Report typesThe report center allows you to access Workamajig's standard reports and customize your own.NavigationReport typesThe report center is broken up into two categories: Standa...
-
Working Towards New Year Project Management | Management Role, Intermediate Level [Webinar]
In this webinar, we will look at best practices for setting up internal and client projects, year-end reporting, and potential cleanup items. Host: Rod Date: 12/13/2023 Subscribe to our YouTube ch...
-
Managers views [guide]
System Log Reports one row per action recorded by the system. Great report when trying to find what actions are being done when and by who. Email Log NOTE: This log only contains data from the pa...