WorkMax | INSIGHT & CUSTOM REPORTS | Help And Training
INSIGHT & CUSTOM REPORTS
Tasks and Unit tracking
In this video we go over how to turn on Units tracking for Tasks sometime referred to as phases or cost codes, along with the 2 main ways of tracking this in the system. Please keep in mind not all users system settings and workflows will be the ...
Adding a budget to a job manually
In this Video we go over manually adding Values to the budget in WorkMax for users that are unable to import them.
Using Productivity
In this example we go over using productivity to be able to take away from a budget with out creating additional time records.
Understanding the productivity dashboard
In this video we walk you through using and understanding productivity in insight.
Custom Reports - Scheduled Reports
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Custom Reports - Exporting Reports
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Custom Reports - Reports and Tools
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ConnectMax File Export
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Custom Reports - Modifying Existing Reports
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Intro to Insight
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