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What should I do on my first day as a Time & Expense user?

This guide outlines what to expect on day one in Projectworks and the key setup tasks to ensure a smooth start as a Time & Expense user.

Contents

Facts at a glance

  • Your Projectworks System Admin creates your login and sends a welcome email. 

  • The welcome email includes your name and email address (As per example image shown in this article). 

  • After logging in, familiarize yourself with your environment; visibility is governed by access levels. 

    • New lets you create Expense Claims and Leave Requests. 

    • My Timesheet shortcut will quickly open your weekly timesheet. 

    • Notification options depend on your access level.

Prerequisites

  • System Admin has created your login and you’ve received the welcome email. 

  • Appropriate access level has been assigned (determines what you can see/do). 

  • Contact your System Admin if something is missing or access is required. 

Having trouble logging in? Follow the links below for troubleshooting support

Steps

  1. Log into Projectworks

    Use the credentials from your System Admin’s welcome email. 

    welcome email example

  2. Familiarize yourself with the sidebar and quick actions section.

    home page 

    • The sidebar is shown in Red - use this to browse features you can access.

    • The quick actions section is in Blue:

      • New (create expense/leave)

      • Search

      • Clock (My Timesheet)

      • Help
      • Bell (notifications) 

      • Initials (change password, set up MFA, access Help Centre). 

      • New (create expense/leave)

  3. Set up personal notifications

    You will have the option to setup a number of notifications however depending on your access level you will receive notifications that you are enabled to. If you believe you need access to further notifications then please contact your system admin.

  4. Learn to enter time (Timesheets)

    Recording your time entries in Projectworks is not just an optional task; it is a vital daily or weekly responsibility that ensures accurate tracking of your work hours and project contributions. This process is essential for maintaining transparency and accountability within your team and organization.

    The resources below are designed to provide you with all the information you need to navigate the time entry process with confidence and ease.

  5. Learn to enter expenses

    Entering expenses in Projectworks is a crucial skill for effective project management and financial tracking. By learning how to log expenses accurately, users can ensure that all project costs are accounted for, which helps in maintaining budget integrity and financial transparency. 

    This article offers a step-by-step approach to logging expenses in Projectworks, ensuring that users can easily track and manage their project-related costs.  

  6. Learn to enter leave

    You can enter leave directly in Projectworks to ensure your resourcing and availability is up to date for your project managers. By following this guide, you will be able to effectively manage your time off, whether it's for vacation, personal matters, or sick leave. The instructions also include tips on how to check the status of your leave requests and what to do if you encounter any issues.

  7. Check your resourcing

    You can see your own resourcing for the current week on your dashboard, and see a longer forward view by clicking the Resourcing menu. Refer to the guide below to understand how to efficiently track and oversee your resource assignments.