Learn the fundamentals you need to get started using Projectworks in your day-to-day.
Builds on what was covered in Introduction to Projectworks.
Minutes to complete
Audio Components - Headphones required
Projectworks login not required
Prerequisites - Introduction to Projectworks or equivalent
Designed for Project Managers
Companies & Contacts
Learn how to set up new clients and billing contacts in preparation for new projects.
Create a Project
Set up your very first Project.
Budgets & Timecodes
Master the different ways to build your Project's pricing.
Forecasting
Plan out how you will invoice your project to your client.
Invoicing
Get started with billing for your projects.
Resourcing
Get the right people with the right skills and availability to work on your project.
Meet your Course Coordinators
This course has been designed and built by the Projectworks Education team.
Stuart Watson Product Manager (Customer Education)
Stuart combines a strong product background with formal teaching experience to lead Projectworks’ first Customer Education function.
He is focused on driving Education Strategy so that our customers achieve meaningful and measurable business growth through adopting the Projectworks platform.
Casey Apse Product Education Specialist
With nearly two years in product-focused roles at Projectworks, Casey combines deep product knowledge with a strong focus on education.
She is passionate about creating clear, engaging learning experiences that help people confidently understand and use Projectworks.
