Projects

Projects Overview
Projects are the heart of WorkGuru.  It is where you can easily and accurately capture your actuals (Time and Materials) against what you invoice to track r...
Thu, 5 Jan, 2023 at 12:17 PM
Managing Projects
You can manage your projects from the project dashboard page (Projects -> Dashboard).  The dashboard displays project counts by In Progress, Overdue, Due...
Mon, 9 Jan, 2023 at 10:50 AM
Tracking Realtime Project Profit and Progress.
The progress of a WorkGuru project can be visually tracked in real time from the project details page via the profit and progress widgets and the project ta...
Mon, 9 Jan, 2023 at 11:07 AM
Creating a Project in WorkGuru
For when your projects aren't being created automatically via accepting a project, you can create a project directly from the project dashboard's ...
Mon, 9 Jan, 2023 at 11:08 AM
Bulk Add Tasks and Products to Projects
If your project can't be templated and/or requires a large number of product or task lines, you can import these products in bulk via a .csv spreadshee...
Tue, 3 Jan, 2023 at 12:25 PM
Assigning Staff to Projects
WorkGuru assigns staff to the the project's tasks, not the project as the task is what the staff will be recording their timesheets against.   This als...
Wed, 4 Jan, 2023 at 11:20 AM
Scheduling Project Tasks
WorkGuru allows you to schedule individual tasks within the project's overarching project schedule if required.  This allows you to allocate specific t...
Wed, 4 Jan, 2023 at 11:06 AM
Edit or Update a Project
If you need to change or update a projects details or line items, you can do this via editing the project.  If you do change the line items on the projects,...
Mon, 9 Jan, 2023 at 1:35 PM
Adding Timesheets to a Project
Timesheets can be added to the project from the quick actions menu.   Timesheets can also be added from the user's dashboard, the kiosk or the iOS or A...
Mon, 9 Jan, 2023 at 2:23 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...
Wed, 4 Jan, 2023 at 12:35 PM