Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity …GL account types. Workamajig has the following account types available to use. Asset account types. Bank. NOTE: When setting up a bank account type, you can now enable 'multi-company payment' so that a single bank account type can be shared across multiple GL companies with its own separate starting check numbers. This way, all GL accounts …Example: A simple schedule could be where the project has only one task. Then everyone is assigned to the task, yet they have no service/role assigned. Each user can then choose the service when entering their time via the My task widget. This is typical of smaller agencies or quick schedules that are due in a few days or even hours.Workamajig does everything that I need to run the business and make smart decisions: project management, financials, reporting, and time tracking. Definitely worth it! – Kim M. Capterra reviewThe Create a New Conversation icon is located in various locations throughout the system to allow users a quick and easy way to document the point of action. Depending on where it is created, the system will default specific links automatically into the new activity, as well as, the ability to see any other activities and …Convince stakeholders (especially department leaders) that their data will be safe. Using a tool like Workamajig which is certified can assuage a lot of concerns. Persuade departments to adopt uniform reporting standards to make data analysis easier. Get department heads to invest in reporting and data entry (something few people are …LDAP Server Settings. Various LDAP Server settings will need to be entered into Workamajig Task Manager. This will allow Workamajig to connect to the site’s LDAP server to authenticate users. These settings are input in the WMJServiceConfig.exe tool where all other web settings are input. Click on the LDAP tab to set up the following.Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management and complete finance and accounting. Workamajig enables users to create project tasks, assign them to ...Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management and complete finance and accounting. Workamajig enables users …To start creating custom fields, go to Menu > Admin/manager > System setup > Custom fields. Workamajig provides you with the ability to add customized input and reporting fields to key parts of the system. Utilizing this functionality will allow you to more precisely tailor the system to the business needs of your organization and … Workamajig does everything that I need to run the business and make smart decisions: project management, financials, reporting, and time tracking. Definitely worth it! – Kim M. Capterra review Overview. When adding a new GL account, Workamajig requires that an 'account type' be designated from a pre-defined list. The 'account type' is used for financial reporting purposes. There is no ability to edit the account type list. If you have a summary-detail relationship with accounts, the summary-level account type will be set on all detail …Workamajig offers a very robust and customizable reporting system. There are three types of reports that we call listings, standard reports, and custom reports. This guide will tell you about the different ways you can customize many of the listings and reports. Report typesThe difference in these options is that the display settings are what every user can adjust on that page. While system settings are for an administrator-type user to manage how the page is set up and functions for all the users. Additionally, you may see some of the same options on both of the screens, however, the display settings will ...A budget is essentially the sum of all the costs involved in creating the project’s key deliverables - personnel, materials, tools, administration, etc. To create a project budget, thus, you must understand all these costs. Let’s look at them in more detail: 1. Direct and Indirect Costs. System Login: User ID: Password The To bill section of the Today page provides the ability to review the projects to be billed and the ability to mass bill your clients. The to-bill date provides the amount available to be billed as of that date. Edit the to-bill date and the values will be updated to reflect the amount available to be billed as of that date.Go to Select Invoices for Payment under the Purchasing menu and create the payment. Go to the Print Checks screen under the Purchasing menu to print the refund check. Print/post. If you can edit the receipt: Unpost the Receipt and choose a Suspense Account to apply to in the Sales line. Repost.Breathe. With Workamajig, billing’s a breeze. See which clients are most profitable & where you can improve your margins with flexible financial reports. Get efficient invoicing & integrated billing features for a healthy cash flow. Establish clear timelines & transparent costs with budgeting and chargeback features.Workamajig is a project management software with budgeting tools included. At Workamajig, we believe in helping agencies not only stay within budget but using our all–inclusive project management software, see every project to maximum success. Request a demo today! Related PostsWorkamajig Platinum has been completely rolled out in HTML5, and is designed to be more responsive, intuitive and easier to navigate. We are offering free training on the new Platinum apps and would love the opportunity to review your use of the tool.Workamajig's Staff Schedule view shows you exactly what each resource will be working on in the coming few weeks . 2. Assign tasks to resources. Based on the above assessment, start assigning resources to different tasks. Keep the following in mind: Keep sufficient padding to accommodate change requests, …You should have been given the URL, Login, and Password by the designated Administrator of your account. Make sure you are using the correct URL to access your login. We host …Hybrid project management is using two or three project management methods in a project –usually, a mix of traditional methods and agile, or an agile-waterfall hybrid. Integrating more than one methodology and personalizing them according to your needs may feel unusual. However, in a 2022 study, it was found that only 26% of …Workamajig has a free Gantt Chart template, perfect for marking your project milestones. Once you have your milestones marked out in this beautiful, color-coded document, it’s super important to have a process to keep on top of them. You can do this easily with Workamajig’s project management reporting software. It’s as simple as …Workamajig is a one-stop shop accounting solution that's specifically designed for agencies. With Workamajig, you can easily keep track of client invoices, employee expenses, and agency finances all in one place. And because it's cloud-based, you can access your Workamajig account from anywhere, at any time.Workamajig is a cloud-based software that helps creative teams manage projects, finances, and business insights. It integrates with CRM, resourcing, time tracking, and accounting …Be sure to share this video with team members who can benefit! Don't forget to subscribe to learn more valuable tips and tricks!Workamajig is a fully integra...Convince stakeholders (especially department leaders) that their data will be safe. Using a tool like Workamajig which is certified can assuage a lot of concerns. Persuade departments to adopt uniform reporting standards to make data analysis easier. Get department heads to invest in reporting and data entry (something few people are …Workamajig Platinum is a project management tool that allows you to set tasks, monitor their progress and track them to completion. The tool has a platinum version that uses HTML 5, and as a byproduct of that fact, it is now more compatible with wider range of devices. It was built to help people in the creative industry complete their projects ...Supported Integrations. Plaid - Used for connecting to your company credit cards. And then track and processes the charges against your projects. Eventually generating Payments for your credit cards. Strata - Used for syncing national media buys …See how a tool built for creative teams like yours can improve efficiencies and give you better insight. Request a Demo. Workamajig offers the best in marketing project management as the software is built just for creatives. Get all you need in 1 robust tool+personal support.To adjust the width of a column on screen in platinum you first need to position your mouse along the edge of a column header until the cursor changes to a left-right arrow, then you left click and drag the column left and right to shrink and grow the column width.Efficiently manage projects of any size from start to end, including resourcing, proofing, communications & more. Workamajig provides visibility and accountability to our …Scrum in project management is a framework for project management that is built on Agile principles. At its core, you can define Scrum based on its method of delivering small, incremental pieces of work regularly. This approach allows teams to adjust quickly to changes and be more responsive to customer needs. The …Project intake software that has everything you need plus integrated project management & business insight. Request a Demo. Streamline your project intake process with Workamajig, the solution built to help creative teams manage their projects from beginning to end.This guide will cover the steps of creating new tasks on a blank schedule, as well as adding tasks to an existing schedule, plus, some advanced features to give you a further understanding of how the schedules are designed to work for you. NOTE: The Schedule screen will now update if someone else is editing the same schedule at the same time.As a software designed exclusively for creative agencies, Workamajig specializes in getting all your project management requirements under one, comfy roof. From task management to time tracking, to marketing agency accounting features client billing, Workamajig automates your processes so you can easily stay on top of projects …Hybrid project management is using two or three project management methods in a project –usually, a mix of traditional methods and agile, or an agile-waterfall hybrid. Integrating more than one methodology and personalizing them according to your needs may feel unusual. However, in a 2022 study, it was found that only 26% of …A project scope management plan ensures that everything required of the project gets done in the right way by defining how, what, and by when tasks should be done. Having a concrete scope management plan also helps you avoid project enemies, such as scope creep, budget overrun, an accumulation of non … Add a Campaign. Name : Enter a descriptive name for the campaign. Client: Choose the client this campaign is for. By default, only projects created for the client selected can be linked to a campaign unless you have deselected the transaction preference 'Require the client on linked projects to match the client on the campaign'. Workamajig is the only project management software designed specifically for creative teams and is designed to save you time and money by organizing your company in the most streamlined way. Forget about chasing down tasks in one tool while sifting through client emails in another.Efficiently manage projects of any size from start to end, including resourcing, proofing, communications & more. Workamajig provides visibility and accountability to our …Let us know at [email protected]. You can also post questions in the Workamajig User Community to connect with other users. You can set up a scheduled Journal Entry to schedule this type of accounting need in Workamajig.To make sure you’re getting the directions for your account, select from the options below.Determine the amount of difference between the 2 reports. This is the 'out of balance' amount. NOTE: Journal entries, advance bill invoices and revenue invoices will affect the aging report and balance sheet. Out of balance issues will be caused by an inconsistency in one of these 3 areas. Waterfall & Critical Path Workflow Setup. The setup for a critical path workflow starts at the template level where common project types are captured in a step-by-step process. These templates will map the milestone tasks needed to complete a project, and those tasks will be given detail on their duration, predecessor, and roles or services ... Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management and complete finance and accounting. Workamajig enables users to create project tasks, assign them to ...Workamajig does everything that I need to run the business and make smart decisions: project management, financials, reporting, and time tracking. Definitely worth it! – Kim M. Capterra review Workamajig allows you to bill your media clients based upon the Order Gross, Net or Commission Only. This settings is at the Workamajig Client Level. However, in this integration, the Workamajig Client settings are ignored. Workamajig will use the Amount To Bill field value to define how much to bill the client for the order line. The staff schedule in Workamajig can provide us with a great deal of information. As you run the staff schedule, you're gonna have a variety of different search options that you can utilize. So you're not always having to look at everybody. Sep 25, 2015 · Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management and complete finance and accounting. This guide will cover the steps of creating new tasks on a blank schedule, as well as adding tasks to an existing schedule, plus, some advanced features to give you a further understanding of how the schedules are designed to work for you. NOTE: The Schedule screen will now update if someone else is editing the same schedule at the same time. Workamajig uses subdomains to delineate between Workamajig authentication and SAML authentication. Clients wishing to use SAML authentication will access Workamajig using a custom subdomain. A client may choose the subdomain. Subdomains for hosted clients will be set up and managed by Workamajig. Sub …Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity …Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity …Initial setup: Training for agencies. Attendees: Core Workamajig implementation team. This training session is designed to introduce you to Workamajig's interface and shows you how to add new employees, clients, vendors, and contacts. We will also discuss how to use the calendar and any other general questions that come …Apr 18, 2019 · Play. On this episode of THRIVE—sponsored by Workamajig—Kelly talks team trust with Jay Melone of New Haircut. Jay and Kelly discuss the impact of team dynamics, and how shame and vulnerability push us toward true innovation on behalf of our clients. The staff schedule in Workamajig can provide us with a great deal of information. As you run the staff schedule, you're gonna have a variety of different search options that you can utilize. So you're not always having to look at everybody. But you may want to just simply look at a certain team, certain services, maybe a certain office.Workamajig Setup. 1. In Workamajig, navigate to Menu > Admin/Manager > System Setup > Connections > Slack API.. Click on Add to Slack.; A new tab will open to verify access.; At the bottom of this screen will be a lookup box of your existing slack channels.; Search for #workamajig and select it.; Click Allow.; A generic screen …Create payment. Menu > Purchasing > Today purchasing > + > New payment. this will bring up the Edit payment screen for which to begin the process of manually adding a payment.. Payment header information. 1. Select the vendor: Once selected the screen will refresh and display any unpaid invoices.Ignore for now. 2. Enter … Built-in time-tracking, task management, proofing, & budgeting put you ahead of the game. Let us do the heavy lifting & show your PMs exactly what needs attention. Save time with customizable project templates that automatically build out schedules, resourcing, and timelines. Manage large campaigns with ease, with campaign-level budgeting ... Sep 25, 2015 · Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management and complete finance and accounting. With tasks, time tracking, files, conversations, & schedules all in one place, work is smooth. Capture more billable hours and improve your bottom line with better time-tracking. Keep …In order to help visualize & report on major project milestones, Workamajig has created Timeline sections. After defining the segments, you are able to set a detail-level task or summary task with a colored & named marker for use in many of your traffic & project-related reporting. This allows you to quickly filter & visualize across a Gantt ... If you have been given free login access to Workamajig by your administrator, you're allowed access to active projects, completed projects, project requests, notifications, and items to approve. You can also be given the ability to submit project requests and interact via project and task conversations. NOTE: What you can see and have access to ... The Workamajig calendar allows you to drop an ics file received via emailed event invites into the calendar. This will auto-add the event to the correct date/time as defined in the file. 1) From email, download ics file. 2) From the download folder, drag/drop the event into your Workamajig calendar. NOTE: Once the event is …3. USE SIDE PROJECT MARKETING. Creating products to capture leads is old hat as far as agency marketing goes. But in the last few years, this tactic has gone truly mainstream with agencies creating “side projects” to market their main business. So much so that marketers are calling it the “new king” of marketing.Team location (remote, on-site, etc.) Essentially, pick a methodology that fits your team, instead of forcing your team to fit the methodology. 3. Evaluate Your Organization. How your … Built-in time-tracking, task management, proofing, & budgeting put you ahead of the game. Let us do the heavy lifting & show your PMs exactly what needs attention. Save time with customizable project templates that automatically build out schedules, resourcing, and timelines. Manage large campaigns with ease, with campaign-level budgeting ... Resource Allocation Examples. We’ll base our example of resource allocation around an ad campaign project, and discuss how to allocate the necessary resources. First, we’ll define what’s included in the project, which in this case, is a series of print and TV ads. Then, we figure out what resources we have available …Here you will be alerted of open transactions relating to purchasing features, such as 'all open purchase orders'. Unlike the Today project manager page, which only shows open orders for projects that the logged-in user is the account manager of. Clicking through will let you open a report of said records, from which you can manage further.Jun 23, 2023 · Workamajig Platinum is a customizable, web-based project management software for advertising agencies, design firms, in-house creative departments and public relations firm that track expenses and time use in an entire company, from new business and account management to accounting and financial reporting. Workamajig project consulting pairs you with a dedicated Workamajig consultant and is designed to achieve a specific outcome within Workamajig for your business. Whether you need help with projects, sales, resourcing, or accounting, your consultant will leverage their proven expertise to guide you down the path to … Add a Campaign. Name : Enter a descriptive name for the campaign. Client: Choose the client this campaign is for. By default, only projects created for the client selected can be linked to a campaign unless you have deselected the transaction preference 'Require the client on linked projects to match the client on the campaign'. Workamajig allows you to reconcile a selected G/L account against your monthly statement. You are able to reconcile any general ledger account in Workamajig. Typically, you would reconcile bank accounts, cash accounts (such as petty cash), and credit card accounts. You should systematically reconcile accounts each period, so you can quickly ...The following steps will show you how to create an advance bill invoice manually. This way, you can see all the parts that connect. 1. Go to Workamajig > Billing > Today billing> click + >Project advance bill. 2. Search for/select appropriate project. …This guide is designed to give you step-by-step instructions on how to add a new project in Workamajig. We recommend creating a new project from a pre-existing project template … To start creating custom fields, go to Menu > Admin/manager > System setup > Custom fields. Workamajig provides you with the ability to add customized input and reporting fields to key parts of the system. Utilizing this functionality will allow you to more precisely tailor the system to the business needs of your organization and the needs of ... The staff schedule in Workamajig can provide us with a great deal of information. As you run the staff schedule, you're gonna have a variety of different search options that you can utilize. So you're not always having to look at everybody. Notifications. From Menu > Admin/manager > Employee > Click on the employee in question. Click the Notifications tab. Each specific notification is listed on the page with different options for each type of notification. To assign the notification, check to Notify me of this Event located under the notification name.Workamajig Platinum is a project management tool that allows you to set tasks, monitor their progress and track them to completion. The tool has a platinum version that uses HTML 5, and as a byproduct of that fact, it is now more compatible with wider range of devices. It was built to help people in the creative industry complete their projects ...Workamajig is designed to work with the latest Operating Systems and Browsers. This includes the current versions of Chrome, Firefox, Safari and Edge for Mac and Windows. Note: Edge is Windows 10 only.Approve or reject a project request. Click on the appropriate line to open the Review/approval page. The form allows you to review the details of the change request form. Updated spec sheets: this area will contain the spec sheets that were added/edited. Click on the blue name of the spec sheet to review the edits that …Workamajig is a fully integrated project management + CRM tool. With Workamajig, you can forget about scheduling resources with one hand while sifting through client emails with another. Get Workamajig’s project management and CRM software and get all your data in one place.When creating a calendar in Workamajig to link your Outlook/GCal calendar, you must select Blockout Meetings: Only Block out if Meeting is Busy or All Blocked Out for the calendar to affect Traffic/Resourcing information. When syncing from Workamajig to Outlook, the initial setup will be instant. But syncs going forward …Workamajig allows you to set up the client and project to help create a more automated workflow for your agency, while still allowing you to invoice in a number of different ways. Workamajig uses the concept of Electronic Billing Worksheets to route project billings through an approval process. This starts with the project's …How can Workamajig help you run more profitable projects? As we mentioned above, the one best, easiest, and most foolproof way of staying on top of project profitability is with project management software. As the only project management software designed for creative teams, Workamajig is unique in its …
Tracking forms are a flexible tool for tracking all kinds of information & transferring documents that used to be paper-based into electronic records that can be searched, printed, and shared electronically. Tracking forms use custom fields to allow you to extend the basic form to include the information you want on the page.. Woodys crab house
Service Announcements. New post. This section is for Workamajig to inform our clients about any issues that may be affecting the system. Please do not use this section for other posts. If you have questions or issues regarding Workamajig, please send an email to [email protected] & we'll be happy to help. Thank you!Start here to begin your implementation of Workamajig! We have two overall training plans; Agency and In-House. Menu Onboarding Guides by Role Onboarding guides by role; Training for Agencies Overview: Training for Agencies; Discovery Training Call for Agencies ...Go to Select Invoices for Payment under the Purchasing menu and create the payment. Go to the Print Checks screen under the Purchasing menu to print the refund check. Print/post. If you can edit the receipt: Unpost the Receipt and choose a Suspense Account to apply to in the Sales line. Repost.Email, phone, and chat support are available during extended business hours. Workamajig setup is easy with single sign-on support, API integration, an on-premises option, and flexible data import / export features. Easily manage permissions for groups and users. Integrated file storage options that fit your needs.Tracking forms are a flexible tool for tracking all kinds of information & transferring documents that used to be paper-based into electronic records that can be searched, printed, and shared electronically. Tracking forms use custom fields to allow you to extend the basic form to include the information you want on the page.Workamajig provides an on-screen import functionality to bring contacts, companies (Clients or Vendors) and leads into the system. The process used for each of the areas is consistent. For your convenience, the column headers for each section are included below. It is not necessary to import every available field.Start here to begin your implementation of Workamajig! We have two overall training plans; Agency and In-House. Menu Onboarding Guides by Role Onboarding guides by role; Training for Agencies Overview: Training for Agencies; Discovery Training Call for Agencies ...Workamajig is the agency software suite that manages it all: projects, people, process & profits, all in one place. • Manage projects — know time, tasks, budgets, bill every hour worked ...Tracking forms are a flexible tool for tracking all kinds of information & transferring documents that used to be paper-based into electronic records that can be searched, printed, and shared electronically. Tracking forms use custom fields to allow you to extend the basic form to include the information you want on the page.Resource Allocation Examples. We’ll base our example of resource allocation around an ad campaign project, and discuss how to allocate the necessary resources. First, we’ll define what’s included in the project, which in this case, is a series of print and TV ads. Then, we figure out what resources we have available …A digital project manager wears many hats. He or she is a business analyst, a communicator, a people person, a manager, a leader, and a strategist all rolled into one. In smaller agencies, one might also double up as the account manager, and sometimes, even do creative or technical work. However, if I had to define a core responsibility of any ...Send confirmation email to requestor: If checked, Workamajig will send out an email to the requestor. The subject of the email will be what is entered in the text box. (i.e. Your project request has been submitted and is under review). NOTE: When will a …Start here to begin your implementation of Workamajig! We have two overall training plans; Agency and In-House. Menu Onboarding Guides by Role Onboarding guides by role; Training for Agencies Overview: Training for Agencies; Discovery Training Call for Agencies ...To start creating custom fields, go to Menu > Admin/manager > System setup > Custom fields. Workamajig provides you with the ability to add customized input and reporting fields to key parts of the system. Utilizing this functionality will allow you to more precisely tailor the system to the business needs of your organization and …Workamajig Setup. 1. In Workamajig, navigate to Menu > Admin/Manager > System Setup > Connections > Slack API.. Click on Add to Slack.; A new tab will open to verify access.; At the bottom of this screen will be a lookup box of your existing slack channels.; Search for #workamajig and select it.; Click Allow.; A generic screen …Workamajig is designed to work with the latest Operating Systems and Browsers. This includes the current versions of Chrome, Firefox, Safari and Edge for Mac and Windows. Note: Edge is Windows 10 only.These must be installed prior to the installation of the Workamajig server software: Web Server must be installed on Windows R2 Standard Edition 2014 or up server (64-bit mode). Other 64-bit applications (like Exchange) must run on a separate server from the Workamajig web server (Workamajig can be run on a virtual …Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management and complete finance and accounting. Workamajig enables users …Workamajig allows you to create a view, standard report or custom report to auto-run and send a link of the results to any contact or employee that has an email address in Workamajig. The email will contain a link to a PDF or Excel formatted file. The information contained in the report will be based on the filters set up on the report before ...Team location (remote, on-site, etc.) Essentially, pick a methodology that fits your team, instead of forcing your team to fit the methodology. 3. Evaluate Your Organization. How your …The following steps will show you how to create an advance bill invoice manually. This way, you can see all the parts that connect. 1. Go to Workamajig > Billing > Today billing> click + >Project advance bill. 2. Search for/select appropriate project. ….