Administration

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

People

• Introduction to users accounts, access levels, and postings
• Adding a new user
• Adding a new posting
• Editing a person's profile
• Deactivating a user
• Delete users
• Access levels
• Changing your login email address
• Logging in FAQs
• People cost report
• User preferences (your own settings)
• Weekly capacity and full time employment (FTE)
• Saving Projectworks to the home screen on your phone

Billable rates

• Should we use the Global Billable Rates or set billable rates on a person’s posting?
• Where are billable rates set
• Updating global billable rates or custom billable rate cards.

Templates

• Invoice PDF templates
• Setting up PDF templates