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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...
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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...
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BETA - Define Automations
Prerequisites & Setup | How to Create Automation Rules | Trigger Types | Conditions And/Or/If | Action Types | Managing & Editing Automation Rules | System LogAutomation EnginePLEASE NOTE: The Auto...
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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...
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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...
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Planning Projects 101 [Webinar]
Join Randy, a seasoned project management expert, in the engaging "Planning Project Basics" webinar as he unveils the secrets to creating successful planning projects. Discover the key steps, incl...
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Contractor - Foreign currency. [in-depth guide]
Guide contents: Vendor setup | Contacts | Employee-based setup | Hourly cost | User access | Vendor invoice entry | Managing contractors | Employees | Mark as paid/unpaidFor information on contract...
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Email To Control
We have enhanced the way you can choose who to Email To on Project Conversations. Simply type a name that exists in the system and select them.New Conversation | Employees And Contacts | @Company |...
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Intercompany transactions [video]
Intercompany Transactions
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Sending request for quotes [in-depth guide]
Guide contents: Create the quote | Edit the quote | Sending the quote to your vendors | Monitor & update replies | Update the estimate with the selected reply | Viewing the updated estimate | Link ...