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What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
- 16 February 2025 - Contact custom fields and revenue calculations in people margin reporting
- 2 March 2025 - Improved WIP report performance
- 16 March 2025 - Audit records for invoices, leave, projects, time entries, and timesheets
- 30 March 2025 - Resourcing and expense audit records
- 13 April 2025 - Filling time entries to capacity
Projects
Learn about how to create and set up projects, including setting the billable rates.
Timesheets
Everything you need to know about completing your timesheet
- Timesheet configuration options
- Timesheet submit and approval process
- Introduction to timesheets
- Using your timesheet
- Tips & tricks, troubleshooting and common questions on timesheets
Resourcing
Learn how to resource people onto projects and about the various reports available.
Invoices
Everything you need to know about creating and sending invoices
- Creating an invoice
- Approving invoices
- Invoice PDF templates
- Invoicing tips & tricks
- Exporting invoices to your accounting system
Revenue Forecasts
Forecasting revenue plays an important part in the financial management of a project and your organisation.
Leave management
The leave feature integrates with resourcing to provide a full picture of a person's availability. Learn how you can manage leave in Projectwoks.
- Overview of leave management
- Leave calendar shows who is on leave
- Export leave details to your payroll system
Margin (profit/loss)
Monitoring your gross margin helps you know if your projects are truly being financially successful. See how Projectworks tracks your gross margin.
Integrations
Projectworks can be integrated with a number of products, including accounting systems and CRMs.
Companies & Contacts
Companies are your customers and have projects and billing contacts loaded against them.
