Getting Started in your Projectworks Trial

Use this quick path of four short videos to set up a project, resource it, forecast revenue, then enter time and invoice.

Facts at a glance

This guide helps you get started during your Projectworks trial.
There are four core steps:

Step 1: Set up a Project

Learn more:

How to Create and Clone projects in Projectworks
Want to see other ways to build your budget? Check out Building your project budget

Tip: Clone a project! If you need more projects with a similar structure, you can “clone” your project to save precious time.

Steps to clone a project:

Go to Projects in the left-hand navigator.
On the desired project row, select the three horizontal dots on the far right.
Choose Clone Project.
The clone will carry over budget line names and timecode names.

Step 2: Resource a Project

Learn more:

Check out Resourcing by Availability to see a high-level overview of your company's capacity
If you need to resource people at a budget-level rather than the whole project then learn how to use Budget Level Resourcing

Step 3: Add a Revenue Forecast

Learn more:

Adding a Revenue Forecast

Step 4: Enter a timesheet and invoice a client

Interested in learning more?

Getting Started in your Projectworks Trial

Follow the below videos to get started in your trial

Facts at a glance

Step 1: Set up a Project

Step 2: Resource a Project

Step 3: Add a Revenue Forecast

Step 4: Enter a timesheet and invoice a client