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Guide to configuring your Projectworks environment
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Help Center
What's new
What's new
2024 Release Notes
2023 Release notes
2022 Release notes
2021 Release notes
Getting started
Trial Resources
Time & Expense user training
Projects
Billable rates
Timesheets
Resourcing
Invoices
Tips & troubleshooting
Revenue Forecasts
Organisation Budgets
Expenses
Purchase Orders
Users & People
Leave management
Margin (profit/loss)
Billable and cost rates
Integrations
Xero
Azure DevOps and Jira
HubSpot
Chrome
MYOB Accountright
QuickBooks
Zapier
Power BI
Salesforce
Access levels
Single Sign On
Microsoft Entra ID
Quotes
Quote templates
Companies
Contacts
Glossary & Definitions
Administration
Utilisation
Notifications
Security
Other
Admin & Config
Guide to configuring your Projectworks environment
Users
System
Integration
Companies
Projects
People
Finance
Notifications
What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
2024 Release Notes
1 December 2024 - Timesheet Reminders target week setting
17 November 2024 - Confirmation pop-up for copy previous timesheets
3 November 2024 - View project, project budget, and timecode custom fields on additional screens
27 October 2024 - Copy previous timesheets and improve people cost calculations and margins
20 October 2024 - Projectworks brand refresh!
13 October 2024 - SQL views include write-off columns
7 October 2024 - Timesheet Reminders (beta)
22 September 2024 - more custom field enhancements and deprecation of WorkWeek API endpoints
8th September 2024 - Write-off time entries and saving people's hourly costs to 2 d.p.'s
25 August 2024 - Qty to 4 d.p.'s in quantity and rate invoice lines
19 August 2024 - Auto-sync between Projectworks and Xero, or QuickBooks
29 July 2024 - Purchase Orders and grouped expense export out of beta
14 July 2024 - Contacts directory, native HubSpot integration and Salesforce integration
17 June 2024 - Group expenses to export (beta) and Purchase Orders (beta)
19 May 2024 - More custom field enhancements
12 May 2024 - Organisation hours per day for invoicing
05 May 2024 - Custom field enhancements on quotes
14 January 2024 - WIP by Budget report and setting the order of budget lines
28 April 2024 - Changes in Xero tracking category defaults
21 April 2024 - Reconcile credit notes from Xero and QuickBooks
14 April 2024 - Changes to Work Weeks and deactivating users
24 March 2024 - Budget Financials
25 February 2024 - Project start & end dates
18 February 2024 - Update holiday calendar date picker
Product Update - February 2024
28 January 2024 - Invoiced revenue calculation for people margins and additional filters in time entries screens
21 January 2024 - Invoicing with Day Rates
See more
2023 Release notes
17 Dec 2023 - Budget Level Resourcing (beta)
3 December 2023 - Visibility of write-off and write-on amounts on time
12 Nov 2023 - Default margin on expenses, people cost report
29 Oct 2023 - Enhancements to Timesheets and people margin reporting
22 Oct 2023 - Bulk approve draft invoices
15 Oct 2023 - Set status for invoices exported to Xero, currency conversion on invoice list screens
08 Oct 2023 - New person settings, simplified add person flow, & more
24 Sep 2023 - Enhancements to quotes
17 Sep 2023 - New qty x rate invoicing option
Product Update - September 2023
03 Sep 2023 - Unit pricing on expenses, default unit price per expense type
27 Aug 2023 - New calculation modes for people margin reports, enhancements to quotes
13 Aug 2023 - Bulk invoice creation, more custom field enhancements
06 Aug 2023 - Enhancement to HubSpot integration, ability to bulk withdraw approved timesheets
30 July 2023 - Projects by WIP out of beta, more custom field enhancements
23 July 2023 - Expense default settings, ability to change company on projects in-flight
16 Jul 2023 - New beta Projects by WIP screen, custom field filters on invoice list screens
02 Jul 2023 - Ability to edit or delete exported expenses
Product Update: June 2023
18 Jun 2023 - Show custom fields as filters on list screens, new Monthly Margin report
11 Jun 2023 - Export planned company paid expenses to Xero; Download PDF directly from invoice popup
21 May 2023 - Monthly burn report, download quote as a Word doc
30 Apr 2023 - Jira and Dev Ops issue ID on the time entries screens
09 Apr 2023 - Planned expenses & other expense enhancements
26 Mar 2023 - Project number to Xero invoice reference field
Product Update: March 2023
16 Mar 2023 - Enhancements to Jira & DevOps integrations, more invoice template tags
08 Mar 2023 - Swap resourcing from more screens
26 Feb 2023 - Multiple CC addresses on Contacts
12 Feb 2023 - Mandatory comments on timesheets, expense attachment download
29 Jan 2023 - Bulk actioning invoices, expense tracking categories, & expenses to QuickBooks
See more
2022 Release notes
20 Nov 2022 - Utilisation Target Report update
18 Dec 2022 - Pre Xmas (minor) treats
11 Dec 2022 - Default billing contact on project
13 Nov 2022 - SQL views updates
6 Nov 2022 - Minor updates
23 Oct 2022 - Non-billable timecodes & Utilisation target report
16 Oct 2022 - new notifications for leave
9 Oct 2022 - Time entry locked reason
25 Sep 2022 - User preferences (timesheets)
19 Sep 2022 - my dashboard pending approvals
4 Sep 2022 - Timesheet submit & approvals
14 Aug 2022 - new notifications for expenses
24 Jul 2022 - Customise expense numbers
17 Jul 2022 - Project start & end dates
3 Jul 2022 - customise email sender name and reply-to address
19 Jun 2022 - minor updates
12 Jun 2022 - new resourcing options
5 Jun 2022 - control access to project margin
22 May 2022 - add & edit companies
15 May 2022 - Projects by budget health & login with MFA
24 Apr 2022 - record time on opportunities
10 Apr 2022 - Invoice breakdown template options
3 Apr 2022 - Project Manager specific access levels
27 Mar 2022 - Invoices with qty & rate (Beta)
13 Mar 2022 - Additional time entries PDFs
27 Feb 2022 - Holidays and leave on time entries screens
20 Feb 2022 - New look for My Dashboard
13 Feb 2022 - By Availability shows 16 weeks
30 Jan 2022 - Daily & monthly resourcing
16 Jan 2022 - expenses bulk actions and lock month
10 Jul 2022 - BETA: Invoicing - advanced options (for quantity and rate)
See more
2021 Release notes
19 Dec 2021 - HubSpot integration (beta)
5 Dec 2021 - Azure DevOps integration
28 Nov 2021 - Chrome extension start/stop timer
22 Nov 2021 - refresh templates and SQL view changes
14 Nov 2021 - Add/edit invoice screen redesigned
24 Oct 2021 - Bulk approve leave requests
31 Oct 2021 - Template management
10 Oct 2021 - Numbering systems
19 Sept 2021 - Jira tickets to timecodes
5 Sept 2021 - Custom report builder
29 Aug 2021 - Single Sign on and Jira integration
22 Aug 2021 - Restrict users to a single access level
8 Aug 2021 - User permissions update (part 1)
2 Aug 2021 - Xero tracking categories
27 July 2021 - Project default rates for people
11 July 2021 - Minor updates
5 July 2021 - billable rate for resourcing
27 June 2021 - people on projects (prep)
14 June 2021 - Timesheet locking
30 May 2021 - Alternate email address (for Xero payroll)
23 May 2021 - Xero bills to pay *beta*
16 May 2021 - People margin report
9 May 2021 - New filters on resourcing screens
2 May 2021 - Expenses on invoice reports
25 Apr 2021 - Xero payroll (BETA)
18 Apr 2021 - Skills tagging for people
28 Feb 2021 - Cost rate cards (beta)
28 Mar 2021 - New notification options
7 Mar 2021 - Billable rates clarified
21 Feb 2021 - Employment agreement types
7 Feb 2021 - Restrict view of dollars
17 Jan 2021 - Restrict time entries to allocated hours
See more