quickstart guide for brand new users

You'll generally have four classes of users in Projector.

Time and expense entry users
Project Managers
Finance Managers
Administrators

Each will use the software differently.

For authentication questions, please see Login Issues.

Time and Expense Entry

These users only require access to our website. They should visit https://app.projectorpsa.com and log in. Once logged in, their dashboard will have links to take them to time entry and expense entry.

Time Entry Video Tutorials

Tutorial on entering time

Adding Projects and Task to your Timesheet

Expense Entry Video Tutorials

Single-currency tutorial

Multi-currency tutorial

Project Managers

Your project managers will typically use Projector Web. They may need access to the Management Portal if they are using Detailed Task Management.

Install Management Portal for Windows

Install Management Portal for macOS

Your project managers can access their projects from Topics | Projects.

Your project managers can view resources scheduled on their projects from Topics | Roles.

Finance Managers

Your finance managers will need access to the Management Portal. This desktop application allows them to set account mappings, generate transaction batches, and export financial data.

Install Management Portal for Windows

Install Management Portal for macOS

Your finance managers will want access to:

Projector Administrators

Your administrators will need access to the Management Portal. This desktop application allows them to configure the software.

Install Management Portal for Windows

Install Management Portal for macOS

Your administrators have a large and complex role. We recommend that your administrators receive training from our consulting team to bring them up to speed on how the software works. Administrators are often highly technical, have excellent verbal and written skills, and understand the fundamentals of your business processes and financial processes.

Privacy Policy and User Tracking

Projector uses Google Analytics with the User-ID feature. This allows us to anonymously track application usage across Projector Web, Projector Mobile, e3 Program, and Management Portal. If you wish to opt out of these features please contact Projector Support.

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