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Admin & Config

Admin & Config

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

Guide to configuring your Projectworks environment

Financial settings & configuration

Users

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

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Integration

Integration > Accounting

Integration > CRM

Integration > Single Sign-on

Integration > Enable Integrations

Integration > API Accounts

Integration > SQL Logins

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Companies

Companies > Company types

Projects

Projects > Risk categories

Projects > Forecast exceptions

Projects > Recoverability exceptions

Projects > Invoice overrides

Projects > Invoice AR statuses

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People

People > Cost types

Finance

Finance > Global billable rates

Finance > Custom billable rates

Finance > Cost rate cards

Finance > Budgets

Finance > Month locking

See more

Notifications

Notifications > Notification settings