Configuration

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

Guide to configuring your Projectworks environment

• Financial settings & configuration

Users

• Access levels (permissions)
• Users > Teams
• Users > Positions and Ranks

System

• System > GL Codes
• System > Tax types
• System > Expense claim types
• System > Expense settings
• System > Currencies
• System > Leave types
• System > Holidays
• System > Locations
• System > Numbers
• System > Beta features
• System > Project defaults
• System > Organisations
• System > Hours, Days, Weeks and Year
• System > Templates
• System > Budget types
• System > Settings
• System > Invoice settings
• System > Purchase orders
• Custom Fields

Integration

• Integration > Accounting
• Integration > CRM
• Integration > Single Sign-on
• Integration > Enable Integrations
• Integration > API Accounts
• Integration > SQL Logins

Companies

• Companies > Company types

Projects

• Projects > Risk categories
• Projects > Forecast exceptions
• Projects > Recoverability exceptions
• Projects > Invoice overrides
• Projects > Invoice AR statuses

People

• People > Cost types

Finance

• Finance > Global billable rates
• Finance > Custom billable rates
• Finance > Cost rate cards
• Finance > Budgets
• Finance > Month locking

Notifications

• Notifications > Notification settings
• Timesheet Reminders
• Your notifications settings
• Notifications