ProjectManager + Acumatica: Training Resources and Links

ProjectManager

Getting Started with ProjectManager

Training Academy
Explore our Training Academy videos to quickly get up to speed with ProjectManager. These videos cover essential topics, including setting up projects, using templates, customizing dashboards, task management, Gantt chart planning and more.
Visit the Training Academy

Weekly Demos with Live Q&A
Get live insights into ProjectManager by joining one of our weekly demos. Available 2-3 times per week across multiple time zones, these demos include a comprehensive walkthrough of our software, followed by a live Q&A session.
Sign up for a session

Quick Links
Set up your account
Create your first project
Account security
Gantt chart overview
Portfolio Dashboard overview
Resource management overview
Timesheets overview
Reports overview

Knowledge Base
Our Knowledge Base is packed with the most comprehensive training materials, including both text and video tutorials, helping you find answers to any topic.
Visit the Knowledge Base

Integration Resources

Integration Overview Document
This document provides an in-depth look at how teams utilize the integration, including various use cases and benefits.
View the document

Integration Setup & Configuration
Use this resource a step-by-step process of how to establish the integration between systems.
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Feature Guide
An explanation of how to send timesheets to Acumatica and bring back actual costs to ProjectManager.
View the guide

Data Flow and Entity Mapping – High Level
This resource offers a high-level overview of field mappings and data flow between systems. It’s a condensed version of the Integration Overview, focusing solely on the data.
View the guide

Integration Troubleshooting
Use this page to solve issues, track job runs and establish best practices so you can get the most out of this integration.
View the guide