Projects

Creating a Project in WorkGuru
Overview Projects are the heart of WorkGuru.  It is where you can capture your actuals (Time and Materials) against what you invoice to track real-time pro...
Mon, 27 Apr, 2020 at 4:05 PM
Viewing Project Details
To view details of current project: Click on Projects Click on Dashboard Under Current Projects find the project click on the Project No In the project...
Mon, 29 Jun, 2020 at 2:42 PM
Editing a project
To edit your Workguru Project details: Click on Projects under navigation plane  Click on Dashboard In Projects dashboard page under Current projects  ...
Mon, 29 Jun, 2020 at 2:37 PM
Applying Project Templates
Project Templates can be applied when creating new, or editing existing Quotes and Projects by clicking the Add Template to Project button. This will po...
Wed, 1 Apr, 2020 at 10:44 AM
Adding Timesheets on a Project
Timesheets can be added to the project from the quick actions menu.   Adding timesheets through the project's quick actions is the only way you can ent...
Mon, 29 Jun, 2020 at 2:44 PM
Stock on Hand Usage on a Project
Products or Materials kept in stock can be used on the project from the quick actions menu.   These materials will reduce your stock on hand when added to a...
Mon, 29 Jun, 2020 at 2:45 PM
Project Purchase Orders
Project purchase orders, or disbursements differ from stock purchases as they are allocated directly to a WorkGuru project.  By allocating the order to the ...
Mon, 29 Jun, 2020 at 2:46 PM
Tracking Actuals on Project Overview
Actuals added to a WorkGuru project can be tracked in real time in the from the project details page via the progress widgets and the actuals tabs.  WorkGur...
Tue, 2 Jun, 2020 at 12:58 PM
Invoicing from a Project (Quick Invoice)
Invoices can be raised from the project's quick actions menu at anytime (you don't need to finish the project or have time and materials entered b...
Mon, 29 Jun, 2020 at 2:47 PM
Completing a Project
When a project has been completed as per the requirements of your particular workflow (invoiced, materials used, project purchase orders received etc), it i...
Mon, 29 Jun, 2020 at 3:00 PM