Do you have a Closing Process for Closing Projects in Workamajig?

Many Workamajig users overlook the process of closing a project in Workamajig. Oftentimes, they feel as if changing the status, or addressing all open transactions is enough to “close” a project from their system. This is not true! Your company needs to define a systematic process for closing Workamajig projects. Continue reading “Do you have a Closing Process for Closing Projects in Workamajig?”

Customized Reporting Solutions in Workamajig

Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any limitations with your invoice templates.

Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any the limitations of your invoice templates.

The Media Custom Report Dataset provides a great example of this tool in practice. Continue reading “Customized Reporting Solutions in Workamajig”