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How to create SQL Logins in Projectworks

Your Projectworks data is stored in a Microsoft Azure SQL database. You can use the connection details and credentials to run queries over an extensive set of data views to extract data into applications such as Microsoft Power BI, Excel, Microsoft SQL Management Studio - generally any application that can connect to a SQL database.

Credentials

There are specific credentials required to connect to the SQL database. It is important to note the credentials will likely provide access to more data that a person can access using via the application.

There are two types of logins you can create, admin and basic. The key difference between the credentials is that the admin login includes access to people costs and margin information, which the basic login does not.

Be aware that admin SQL login credentials will allow access to cost rates of people and other potentially sensitive data.

Steps

1. Navigate to Settings > Integrations > SQL Logins. Select either Add Admin Login or Add Basic Login from + button.


Screenshot 2025-11-20 at 2.23.07 PM

2. Click Add to create your new login

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3. You’ll be presented with your SQL Login details

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For additional security your SQL Password will no longer be available to view once you close the modal

4. The login password can be cycled if you want to reset the credentials. This will prevent any connections using the previous password to fail until you use the new credentials. You can also choose to delete the Login, which will also cause the connection to fail.

Screenshot 2025-11-20 at 2.35.20 PM

You can only have one Admin and one Basic SQL Login active at a time.

FAQ

The SQL connection has stopped working, what do I do?

Check the Projectworks app status here to confirm that the application is operational. If there is an outage contact support here. If the Projectworks app is operational, cycle the SQL login keys and use the new details with your connection. If this doesn’t resolve the issue please contact us here