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Getting started

Everything you need to know when getting started with Projectworks
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Projects

Learn about how to create and set up projects, including setting the billable rates.
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Resourcing

Learn how to resource people onto projects and about the various reports available.
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Revenue Forecasts

Forecasting revenue plays an important part in the financial management of a project and your organisation.
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Expenses

Track expenses to see the full financial performance of your projects.
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Users & People

Everything you need to know about creating and managing user accounts in Projectworks
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Leave management

The leave feature integrates with resourcing to provide a full picture of a person's availability. Learn how you can manage leave in Projectwoks.
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Margin (profit/loss)

Monitoring your gross margin helps you know if your projects are truly being financially successful. See how Projectworks tracks your gross margin.
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Billable and cost rates

Understand how you can set the billable rates for your work and the cost rates of your people.
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Integrations

Projectworks can be integrated with a number of products, including accounting systems and CRMs.
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Access levels

Access levels are the permissions that let you control what people can see and do.
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Single Sign On

Allow users to login to Projectworks using their Microsoft Online credentials.
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Companies

Companies are your customers and have projects and billing contacts loaded against them.
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Contacts

Contacts are stored against companies and can be used on invoices being issued.
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Glossary & Definitions

See a description of the various names and terms you'll see throughout the application.
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Administration

Everything an Admin needs to know with changing and updating the settings of their Projectworks environment
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Utilisation

Understanding utilisation is a key part of monitoring performance. Learn how to set utilisation targets for people and report on it.
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Notifications

Learn how to set up your preferences for notifications from Projectworks.
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Admin & Config

Learn about managing your Projectworks environment with guides and detailed explanations.
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