Projectworks Reviews & Product Details

Grow your firm - and your impact Projectworks is professional services automation software built for consulting firms that want to grow - and make a difference. As a project intelligence platform, Projectworks connects time tracking, expense tracking, resource management, invoicing, and financial reporting in one live system. It gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Flexible pricing means you only pay for what you use - plus, get a 10% discount on annual subscriptions.

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Projectworks Integrations

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Projectworks Media

Forecast what you intend to invoice for the months ahead and see how your projections compare to work plans and budgets. Use forecasts to set a billing schedule for fixed-price projects, and our percentage mode to support percentage-based billing. Start your invoicing run from the forecasts...

Projectworks Demo - Project Reports & Metrics

Track actuals and see where you’re projected to land against your project budget. Know your margin: understanding project costs & revenue is made easy with our project margin report. See how much you're really being paid for each hour worked with the effective hourly rate metric.

Projectworks Demo - Intuitive Time Tracking

Flexible timecode setup so you can track how time is spent on your projects at the level of detail you need. Staff can enter time in a day or week mode, and our timesheet is fully-responsive so they can log time on the train home. Link time entries to invoices so you can see what has been i...

Projectworks Demo - Intelligent Resource Booking

Ensure you've secured the right people for your project by booking them in our resourcing module. See who's been well utilized, who has too much 'bench time', and who's been stretched. Tag and filter staff by skills and certifications to help you make the right staffing decisions at the rig...

Projectworks Demo - Track Project Financials in Real-Time

Prevent projects from going over budget by always knowing the current financial status of your projects.

Projectworks invoicing supports T&M, fixed-price, or manual billing - however you want to work. Link project time and expenses to each invoice so you can see what has been invoiced and what hasn't. Dispatch invoices from Projectworks or via your accounting system.

Discover how Projectworks can transform your firm's workflow in this demo presented by our Lead Sales Engineer, Lauren Parsons.

Are you a consultant looking for PSA software? This short video shares who Projectworks serves and how.

Hear from the Founder, President and Principle of The Nadi Group, Emeka Nnadi about how implementing Projectworks and Quickbooks has helped them grow by 600%.

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Leonard B.

Delivery Manager

Small-Business (50 or fewer emp.)

2/26/2026

Guest users or non-business users of the software, not included in G2 scores.

"Streamlined Delivery with Smart Resource Planning and Forecasting"

4.5/5

What do you like best about Projectworks?

Projectworks helps me run delivery with less firefighting. The resource planner and live forecasts let me confirm team availability for upcoming sprints and enforce SLAs, so work moves from one owner to the next without gaps. I also like that invoicing pulls straight from timesheets, which shortens our ticket to bill cycle and reduces disputes. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Configuring portfolio rules and permissions can be fiddly at first, and some list views get dense when you have dozens of concurrent engagements. A couple of everyday actions take extra clicks, faster shortcuts or bulk actions would save time for a busy delivery desk. Review collected by and hosted on G2.com.

Griffin H.

Finance Manager

Mid-Market (51-1000 emp.)

1/22/2026

"Projectworks Unifies Budgeting, Forecasting, Invoicing, and Time Data in One View"

4.5/5

What do you like best about Projectworks?

From a finance perspective, Projectworks brings budgeting, forecasting, invoicing, and time data into one consistent view. I can see how project spend, utilization, and revenue are tracking without chasing updates across teams. Forecasts are practical and easy to adjust, which helps when reviewing quarterly outlooks. Integration with accounting tools simplifies reconciliation and reduces errors. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Some financial reports could be more customizable, especially for management or investor-style views. When data sets grow larger, navigation can feel busy, and a few common finance workflows take more steps than necessary. These are manageable issues, but refinement here would save time during reporting cycles. Review collected by and hosted on G2.com.

What problems is Projectworks solving and how is that benefiting you?

It replaces manual financial tracking and delayed visibility with real time insight into burn, margins, and future demand. This helps identify risks earlier, improves forecast accuracy, and supports better cash flow planning. As a result, finance decisions are faster, more confident, and better aligned with actual delivery. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi Griffin, thanks so much for this positive feedback! We're really glad to hear that Projectworks has brought all your project and financial data into one cohesive view, and that we're saving you time while reducing risk. Thanks for your feedback too on the reports - have you been able to try our new custom reporting feature? We would love to hear more details on the workflows that take a few too may clicks - that way we can start to refine them. You can let us know at any time at supprot@projectworks.com. We look forward to supporting your success into the future!

See how Projectworks improved

Parker J.

Portfolio Manager

Mid-Market (51-1000 emp.)

3/2/2026

Guest users or non-business users of the software, not included in G2 scores.

"Clear Portfolio Workload Visibility That Improves Quarterly Planning"

4/5

What do you like best about Projectworks?

What helped most at the portfolio level was being able to see upcoming work pressure before it actually affected delivery. During quarterly planning, I can review planned allocations alongside active projects and quickly understand where priorities need to shift. It makes discussions with leadership more practical because decisions are based on current workload trends rather than estimates collected manually. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Getting portfolio structures set up correctly took some experimentation at the beginning. I also wish there were more built-in executive summary views designed specifically for strategy meetings instead of operational reporting. Review collected by and hosted on G2.com.

Odette F.

Consulting Manager

Mid-Market (51-1000 emp.)

2/23/2026

Guest users or non-business users of the software, not included in G2 scores.

"All-in-One Workflow for Resourcing, Time Tracking, Forecasting, and Invoicing"

4.5/5

What do you like best about Projectworks?

Projectworks brings resourcing, time tracking, forecasting, and invoicing into a single workflow, so I get accurate forecasts and clean month end numbers without stitching spreadsheets together. The resource views make it fast to spot who’s available for new work. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Onboarding and initial configuration need attention to detail; it takes a little setup to make finances and billing flow exactly how you want. Some screens feel busy when running many client projects, and I’d like a few more built-in finance report templates. Review collected by and hosted on G2.com.

What problems is Projectworks solving and how is that benefiting you?

It replaces fragmented tools with one source of truth for utilization, project margins, and WIP. That means fewer billing errors, faster invoice reconciliation through the Xero integration, and more confident conversations with leadership about capacity and hiring. Overall it speeds delivery decisions and protects margins. Review collected by and hosted on G2.com.

Liam S.

Delivery Manager

Mid-Market (51-1000 emp.)

2/23/2026

Guest users or non-business users of the software, not included in G2 scores.

"Single Source for Capacity, Time, and Financials Makes Resourcing and Forecasting Easy"

4/5

What do you like best about Projectworks?

Projectworks gives delivery teams a single place to see capacity, tracked time, and finances so planning and handoffs happen from live data instead of spreadsheets. The resourcing views and forecasting tools make it straightforward to spot overloads and reassign work before deadlines slip. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Initial setup and some detailed screens require care to configure, and interfaces can feel crowded when you’re managing many simultaneous projects. A few executive style report layouts could be more readily available so you don’t need to export and reformat for stakeholders. Review collected by and hosted on G2.com.

What problems is Projectworks solving and how is that benefiting you?

It replaces fragmented tracking across tools by linking resourcing, time, invoicing, and forecasting into one live system. That reduces billing reconciliation work, surfaces scope creep early, and speeds delivery decisions resulting in steadier throughput and fewer last-minute firefights. Review collected by and hosted on G2.com.

Alison P.

Operations Coordinator

Small-Business (50 or fewer emp.)

1/26/2026

"Real-Time Budget Transparency That Transforms Multi-Project Workflow"

4.5/5

What do you like best about Projectworks?

ProjectWorks was easy to implement and customer support has been friendly, prompt and very helpful.

It has been easy to use and has made a big difference in our ability to manage workflow and budgets more effectively across multiple projects and team members. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

We sync ProjectWorks with Xero. Leave, invoices, and payments can only be exported once. If any of these need to be edited in either platform after export, the same change then has to be manually updated in the other platform as well. It would be great to have a regular or on-demand sync between the two, so the data stays consistent automatically. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi Alison, thank you for your positive feedback! The whole team really appreciates it. It's great to hear that your implementation has been smooth and that you're now able to manage your project portfolio more efficiently while accelerating invoicing. That's a great improvement! Thank you also for your feedback on our Xero sync - we do offer auto-sync from Projectworks to Xero for the following: invoice payments to reconcile exported invoices; bill payments to reconcile exported expenses and purchase orders; suppliers; and leave balances. We do understand your feedback on sync after export though, and this has been passed to the product team. Thanks once again for your support, and feel free to reach out any time in the future at support@projectworks.com!

See how Projectworks improved

Josephine A.

General Manager

Small-Business (50 or fewer emp.)

12/14/2025

"Effortless Setup and Intuitive Financial Tools"

5/5

What do you like best about Projectworks?

> Easy-to-use system with strong learning tools to support onboarding and getting started.

> Clear, intuitive layout that is easy to follow and not over-complicated.

> Financial tools are straightforward, with a simple and effective budget versus actuals view.

> Strong permission and access controls, allowing sensitive information (such as financial data) to be appropriately restricted.

> Support team is helpful and responsive throughout onboarding, without a hard-sell approach. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

> Could benefit from more advanced and flexible reporting.

> Greater ability to customise dashboards to suit specific business needs would be valuable.

> Additional CRM integrations, such as Go High Level, would improve workflow efficiency.

> Resource planning and resourcing tools can be difficult to use at times.

> Managing the utilisation target that is specific to our business - this is something i have to manually run. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi Josephine, we really appreciate this positive review! We pride ourselves on granular user permissions and we're glad our refreshed UX is hitting the mark. Thanks also for highlighting our fantastic support team :) Have you been able to explore our new custom reporting feature? I include a link to a resource, but this is a flexible tool created for more technical users. If you contact us at support@projectworks.com with the advanced reports that you are interested in, as well as the utilization target you use, we can add these to our product backlog. I have also added your CRM integration request to the product backlog. Thanks again for being an advocate for Projectworks!

See how Projectworks improved

Tom B.

Founder & Principal Consultant

Consulting

Mid-Market (51-1000 emp.)

12/8/2025

Guest users or non-business users of the software, not included in G2 scores.

"Revolutionized Our Operational Efficiency and Forecasting"

4/5

What do you like best about Projectworks?

I value the predictive power of Projectworks the most, especially for revenue forecasting. It's a game changer because it lets our team see where the cash flow will land months in advance. The resourcing heat map is also great—it's my go-to feature because it lets me instantly spot if someone is burning out or if talent is sitting idle, enabling us to make immediate course corrections. Projectworks also turns resource management from a guessing game into a data-driven process. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

The custom reporting in Projectworks, while powerful, requires a learning curve. You almost need a data analysis mindset to use it for complex tasks. Also, the mobile app is really basic. It handles time entry fine but lacks project management controls and visibility needed for finances. I can't really use the mobile app when I'm away from my desk. Review collected by and hosted on G2.com.

What problems is Projectworks solving and how is that benefiting you?

I use Projectworks as a central system, replacing guesswork with precision. It handles revenue forecasting, resource allocation, and consolidates data into a single source. It provides financial visibility, prevents scope creep, and stops us from guessing project profitability, showing budget burns early. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi Tom, thank you so much for sharing your feedback with us. It's excellent to know that we've overhauled your future planning and your resource management. Thanks also for your feedback on our custom reporting feature - it is definitely an advanced feature that is best suited to people with SQL skills. We're continuing to build on our inbuilt report library too, so that we can make data analysis accessible for everyone. We don't currently have a mobile app, but you can save Projectworks to your home screen via your home screen - I've included a link to a relevant help article. Please feel free to contact us at support@projectworks.com for any assistance in future! We appreciate you and look forward to supporting your firm into the future.

See how Projectworks improved

Jonah R.

Digital Security Analyst

Small-Business (50 or fewer emp.)

2/24/2026

Guest users or non-business users of the software, not included in G2 scores.

"Clear, Centralized Visibility into Time, Resourcing, and Financials"

5/5

What do you like best about Projectworks?

Projectworks gives me a clear, centralized view of time, resourcing, and financial data across projects. Even from a security oversight perspective, having structured, up to date information helps me understand team capacity and project health without chasing multiple systems. The visibility supports better risk awareness and cross-team coordination. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

There is some initial learning involved, and reporting is mainly geared toward project and financial metrics. More flexible summary views tailored to governance or compliance style reporting would be helpful. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity

Mid-Market (51-1000 emp.)

2/22/2026

"Quick Monthly Forecasts and Clear Project & Resource Visibility"

4.5/5

What do you like best about Projectworks?

I like being able to see our every month financial forecasts quickly and see how our team is being worked and how much time it takes to complete each task. Projectworks gives us an everyday summary of how the project is progressing and resource is being used, we use it to keep our team on track of critical issues. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

The tool is created for advanced users or people who work entirely on fin dept, so you need to use it like for an entire month to get the hang of it, learning curve is there so if you are not using it daily then definitely takes some time. Review collected by and hosted on G2.com.