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Getting Started

Learn Drum with guided examples and find the setup help you need.

1 author3 articles
Migration

Plan your migration, prepare ongoing projects and train your team.

1 author5 articles
Invoicing & Progress Claims

Create invoices, manage progress claims and understand billing workflows.

2 authors2 articles
Emails & Notifications

Capture project emails and configure event notifications.

2 authors2 articles
Templates & Documents

Create reusable templates and look up document merge fields.

1 author3 articles
Integrations

Connect Drum to your finance system and manage synchronisation.

1 author3 articles
API & Webhooks

Build integrations using Drum API endpoints and webhooks.

1 author9 articles
Timesheets

Record time, manage approvals and track time credits.

2 authors7 articles
Purchase Orders

Learn to set up, create and manage purchase orders, allocate supplier costs, and understand their effect on project budgets.

1 author9 articles
Projects

Understand and manage projects in Drum, including task pricing, budgets and resource estimates.

3 authors13 articles
Opportunities

Capture enquiries, manage your sales pipeline and track opportunities.

2 authors6 articles
Proposals

Create, price and manage client proposals in Drum.

2 authors9 articles
Resourcing

Plan staff capacity, schedule project work and compare estimates with actual hours.

2 authors5 articles
Costs & Expenses

Record project costs, submit expense claims and manage staff allowances.

2 authors4 articles
Account Administration

Set up your business, manage users and permissions, and configure account settings.

1 author6 articles