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Project profit & loss (detail view) [report]
Menu > Reports > Financial reports > Project profit & loss (detail view)Shows profitability for a specific project with breakdowns by GL account and may include overhead allocation.How it worksThe ...
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Converting employees to/from contacts [in-depth guide]
Guide contents: Converting an employee to a contact | Converting a contact to an employee | Resources Depending on the situation, you can convert an employee record to a contact and even make the...
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Transfer Files to Workamajig Storage
Our team originally set file storage on a Windows Server, Mac Server, or AmazonS3, but would like to now move file storage to Workamajig. Workamajig can perform the transfer for a fee. The fee is f...
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Task Manager - File Settings Updates
Task Manager Settings (WMJServiceConfig.exe), located in the Workamajig Task Manager folder, is used to control many things on your Workamajig Server, including website access, LDAP authentication,...
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In-House Training: Project Process Review
In-House - Project Process Review This guide is designed for your project management team to review. The overall goal is successfully using projects and creating your own internal process. System S...
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Collaboration Training for Agencies (Elective Session)
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, Production Staff. Workamajig has a number of features that allows your team to communicate with each other at the...
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Global lists: Scheduled reports [in-depth guide]
Guide contents: Overview | Setup new report | Edit/delete scheduled reports | Send ReportWorkamajig allows you to create a view, standard report, or custom report to auto-run and send a link of the...
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Project Workflow [Webinar]
Discover the secrets to optimizing project workflow in Workamajig, in this engaging webinar led by Leslie French. From setting up projects and using templates to assembling teams and managing task...
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Moving Advances from one Project/Campaign to another
The flowing steps can be used to "move" the unused open advance amount from one project to another. You will be creating a total of three invoices, with the end result leaving Project A with no Ope...
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Project profit & loss (multi view) [report]
Shows profitability across multiple projects with the ability to allocate overhead from the GL.How it worksThe Profitability By Project report is different from the Company Profitability reports in...