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.
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Integration Resources

Integration Overview Document
This document provides an in-depth look at how teams utilize the integration, including various use cases and benefits. It also covers high-level mappings between systems.
View the document

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 file

Entity Mapping Checklist
Use this document to plan the setup of your integration. It helps you determine how fields will sync (bidirectional, import-only, export-only) and which system will serve as the primary source for each field.
View the checklist

ACU+PM Connector Implementation Guide – Version 23
This comprehensive guide walks you through the configuration process of the integration.
View the guide