Getting Started in your Projectworks Trial

Step 1: Set up a Project

Want to see other ways to build your budget? Check out Building your project budget

Tip: Clone a project! If you need more projects with a similar structure, you can “clone” your project to save precious time. This carries over budget line names and timecode names.

To clone a project, click on “Projects” on the left-hand navigator to see all projects. Click on the three horizontal dots on the far right-hand side of a project. An option to “Clone Project” will appear:

Step 2: Resource a Project

Interested in learning more?

Check out Resourcing by Availability to see a high-level overview of your company's capacity
If you need to resource people at a budget-level rather than the whole project then learn how to use Budget Level Resourcing

Step 3: Add a Revenue Forecast

Step 4: Enter a timesheet and invoice a client