Implementation Checklist for Project Management and Resource Management
As a member of the implementation team, you will be overseeing the setup and implementation of Workamajig. During the setup period, you will be working with other members of the implementation team to ensure Project Templates and Project related workflow is set up, from time and expenses set up to managing you resources, along with other areas of your agency.
Getting To Go Live
Though many of these areas will be set up by other members of the implementation team, you will need to confirm the settings prior to Go Live:
Project Templates
__ Schedules and Assigning Services
__ Estimates for known Expenses
__ File Folders
__ Spec Sheets
New Projects
__ Editing Schedules and Assigning People
__ Estimate Workflow
__ Expense Workflow
__ Task Conversations Workflow
__ Deliverables Workflow
Resource Management
__ Staff Schedule
__ Traffic Calendar
__ Assignment Management
__ Assignments View
Creatives Today
__ Interact with Assignment Cards
__ Add Time from Assignment Cards
__ Use Conversations from Assignment Cards
__ Complete Assignment Cards
Project Expenses
__ Misc Cost Workflow
__ Expense Report Workflow
__ Order Workflow
__ Voucher Workflow
Project Billing
__ Editing Transactions
__ Billing Worksheet Workflow