Projectworks Reviews & Product Details

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.

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.

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.

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.

> 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.

> 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.

The clarity. Projectworks gives me a clean picture of resourcing, budget burn and team utilization without needing five different tools. I can forecast workloads, plan hiring and actually see where our time is going instead of guessing or relying on "gut feel". For an MSP, that's huge. Review collected by and hosted on G2.com.

Some of the reporting views take a few extra cliks to get where I want, and there are moments when I wish the customization options werea bit deeper. Nothing fatal just small friction points whene fast. Review collected by and hosted on G2.com.

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.

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.

Projectworks gives us a clear view of resourcing and financials without the usual spreadsheet gymnastics. I can see forecasted revenue, team capacity and project health in one place, which makes planning far less reactive. It lets me run the business with actual visibility instead of guesswork. Review collected by and hosted on G2.com.

Some of the navigation can feel slightly more "enterprise" that I'd prefer extra clicks here and there and I wish reporting customization went a bit deeper. Not dealbreaking issues, just small friction points when I'm moving fast. Review collected by and hosted on G2.com.

As a consulting firm, we needed a platform that truly understands how we work — one flexible enough to manage complex projects with varying rates, roles, and timelines. The newest updates have made a noticeable difference, with a cleaner interface and improved usability that makes navigating projects much smoother.

What really sets this tool apart is the ability to see profit margins by project and adjust costs directly at the project level — that insight has been invaluable for keeping both our financials and staffing in balance. Unlike other software we’ve tried that never quite fit our workflow, this platform delivers a seamless experience across financial, people, and project management functions.

Finally, their customer support team is exceptional — highly responsive, even across time zones, and genuinely committed to finding solutions. They stay with you until your issue is resolved. It’s a rare combination of capability, adaptability, and service that makes this platform stand out. Review collected by and hosted on G2.com.

The platform take a bit to get your head around. There are a few basic operational aspects that without understanding do create some frustration. Once that is illuminated... all good. Review collected by and hosted on G2.com.

I am thoroughly impressed with ProjectWorks, both from the perspective of a user and as someone who implements the system. What sets ProjectWorks apart is its comprehensive depth, intuitive features, and the flexibility it brings to managing complex projects. The advanced scheduling capabilities, including task dependencies and critical path analysis, make detailed planning and tracking significantly more straightforward. I also appreciate how smoothly it integrates with other software, which enhances collaboration and facilitates efficient data sharing. For organizations needing a more structured approach to project management, ProjectWorks offers a detailed dashboard and a level of control that many other tools simply do not provide. Review collected by and hosted on G2.com.

It is highly effective, with outstanding support from its experts, which makes learning how to use it both easy and user-friendly. Additionally, it can be used repeatedly without experiencing any slowdown. Review collected by and hosted on G2.com.

I use Projectworks as an admin for project management, time tracking, and invoicing, and it has become an essential tool for running our operations smoothly. It’s fantastic for keeping track of all project work, monitoring employee time accurately, and managing client invoicing in one place. The platform’s reporting capabilities are especially impressive — there’s an enormous catalog of reports you can build, which provides deep visibility into project performance, utilization, and financials.

Overall, Projectworks is an excellent, comprehensive platform that combines project management, time tracking, and invoicing in a clean, reliable system. With a few workflow enhancements, it could easily be a five-star solution. Review collected by and hosted on G2.com.

My only real suggestions for improvement would be:

Offering tutorials or guided learning resources for the reporting features — they’re powerful but can be a bit complex for new users.

Adding a feature to auto-prepare draft invoices at the end of each month, so that when admins go to generate invoices, they’re already staged and ready for review. Currently, the “Invoices” section only displays what’s been generated, but a draft-mode view would save time and streamline month-end billing. Review collected by and hosted on G2.com.

Setting up new projects, tracking time across the team. Quickly seeing spend for the month alongside expenses. Adding new members, adjusting access levels and detail, adding new clients and projects

Your support team is very helpful, both as a channel to provide feedback on software updates/functions that may be useful, and to provide guidance on a tool/feature I am unfamiliar with.

My monthly invoicing has gotten much quicker and with a few small system changes, will easily solve our invoicing delays.

Everyone on the team uses PW daily, and have all noted it as a significant upgrade to our previous time sheet approach Review collected by and hosted on G2.com.

I have trouble uploading old work (Previous spend etc) to before I was onboard. I understand this is usually included in onboarding, but if there was a way to add 'spend to date';, this would make uploading clients with historic invoices much easier. I currently add an input each month of historic spend in the timesheet/timecodes section and void the exported invoice as a work around.

It would also be great to create sections/new budgets that act as extensions to previous budgets. We often receive 3 month extensions that are different to previous budgets (in rates and total hours). Currently I have to create new projects each time to allow this, even though we are still on the same budget. Simply adjusting rates and hours to an existing timecode/project breaks the tracking or projections I need for my reporting.

With expense reconciliation, I am having significant trouble migrating to project works. Two key reasons are:

1. I am not able to set GST per expense if needed. I purchase products that are partially govt and partially broker (i.e. infotrack govt database searches through a broker.) By nature, the GST is unique to the product as the broker fee (The GST inclusive part of the price) varies. Simply allow the Admin etc to override the GST box, and calculate the resultant % GST or vice versa would allow this. I can not set a GST amount for their 300 uniquely priced products, so I will continue using XERO for expenses

2. We do site visits with 5-20 purchases (Flights, food, accommodation etc) per visit. I do not want 5-20 reconciliations going to a colleague each time, so a combined expense function would be helpful here. For now, all costs are input as a single expense, but this raises errors with tallying and the above mentioned GST issue. Review collected by and hosted on G2.com.