Projects
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, 6 Nov, 2023 at 2:05 PM
Project purchase orders can be raised from the project detail page via Add Purchase Order in the Quick Actions menu or via the purchasing automation func...
Fri, 11 Aug, 2023 at 9:58 AM
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 bef...
Fri, 10 Nov, 2023 at 9:14 AM
When a project has been completed as per the requirements of your particular workflow (invoiced, all timesheets, materials used and project purchase orders ...
Wed, 13 Dec, 2023 at 10:50 AM
WorkGuru does not allow you to delete a project due to data consistency and reporting reasons. If you no longer require a project once saved, or the projec...
Thu, 16 Nov, 2023 at 12:28 PM
A project variation occurs where there is a change required to the scope of work originally specified in the accepted quote. Usually a variation requires a ...
Thu, 16 Nov, 2023 at 12:29 PM
If your project requires a variation that you need the client to sign off on before starting, you can raise a variation quote from within the project. Fr...
Wed, 9 Aug, 2023 at 9:47 AM
Project phases can be used to enhance your project workflow by grouping tasks and/or costs together into a phase to invoice and display on document template...
Thu, 16 Nov, 2023 at 12:30 PM
WorkGuru users can manage the detail in their tasks in WorkGuru projects using a list of to do's. To do's are designed to be used in conjunction ...
Tue, 19 Sep, 2023 at 11:30 AM
WorkGuru allows you to record notes against a particular project that are available for other staff to view. To add the note, click on the Notes tab of th...
Tue, 10 Jan, 2023 at 9:42 AM