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](/products/projectworks/reviews)

[

Projectworks

](/products/projectworks/reviews)

(252)4.4/5

Grow your firm, and your impact.  Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, 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, HubSpot, 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 CRM and Proposals Manage your pipeline and turn qualified opportunities into custom proposals, faster. Win more work and grow your firm. 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. Get a 10% discount on annual subscriptions.

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Pinned by G2 as a common question

•

about 3 years ago

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[
# What is Projectworks used for?
](/discussions/what-is-projectworks-used-for)
What is Projectworks used for?

[

Work Management Software

](https://www.g2.com/tags/work-management-software)[

Resource Management Software

](https://www.g2.com/tags/resource-management-software)[

Project Cost Management Software

](https://www.g2.com/tags/project-cost-management-software)[

time tracking software

](https://www.g2.com/tags/time-tracking-software)

[

Workforce Management Software

](https://www.g2.com/tags/workforce-management-software)[

project management software

](https://www.g2.com/tags/project-management-software)[

Professional Services Automation Software

](https://www.g2.com/tags/professional-services-automation-software)[

Professional Services Automation Software Questions

](https://www.g2.com/topics/professional-services-automation)

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[Nishita R.](https://www.g2.com/users/88845a80-a3ef-46a6-b6ff-d0892c6fd12b "Nishita R.")

•

over 4 years ago

Specialist - Technical Content Writer

Specialist - Technical Content Writer

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[
# How does ProjectWorks stores real-time data?
](/discussions/how-does-projectworks-stores-real-time-data)
Since ProjectWorks is handling real-time data, how secure and safe is it to use this tool?

[

Professional Services Automation Software

](https://www.g2.com/tags/professional-services-automation-software)[

project management software

](https://www.g2.com/tags/project-management-software)[

Workforce Management Software

](https://www.g2.com/tags/workforce-management-software)[

time tracking software

](https://www.g2.com/tags/time-tracking-software)

[

Project Cost Management Software

](https://www.g2.com/tags/project-cost-management-software)[

Resource Management Software

](https://www.g2.com/tags/resource-management-software)[

Work Management Software

](https://www.g2.com/tags/work-management-software)[

Professional Services Automation Software Questions

](https://www.g2.com/topics/professional-services-automation)

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•

almost 5 years ago

Assistant Manager at KPMG| Microsoft Azure Certified

Assistant Manager at KPMG| Microsoft Azure Certified

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[
# How do I Migrate all the data from one account to another account?
](/discussions/how-do-i-migrate-all-the-data-from-one-account-to-another-account)
How to migrate all the data if any person i any organization and account is not accessible anymore?

[

Work Management Software

](https://www.g2.com/tags/work-management-software)[

Resource Management Software

](https://www.g2.com/tags/resource-management-software)[

Project Cost Management Software

](https://www.g2.com/tags/project-cost-management-software)[

project management software

](https://www.g2.com/tags/project-management-software)

[

Workforce Management Software

](https://www.g2.com/tags/workforce-management-software)[

time tracking software

](https://www.g2.com/tags/time-tracking-software)

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1 Comment

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G2

Verified User

•

18 days ago

CEO

CEO

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[
# How do you use Projectworks overview to track project progress without chasing updates?
](/discussions/how-do-you-use-projectworks-overview-to-track-project-progress-without-chasing-updates)
The overview has been the most useful part for getting a sense of how different projects are progressing without getting pulled into every operational detail. It also helps create a clearer view across multiple pieces of client work, so management does not have to chase individual updates and... [Read more](/discussions/how-do-you-use-projectworks-overview-to-track-project-progress-without-chasing-updates)

[

project management software

](https://www.g2.com/tags/project-management-software)[

Work Management Software

](https://www.g2.com/tags/work-management-software)

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G2

Verified User

•

18 days ago

CEO

CEO

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[
# How did you adapt existing processes to fit Projectworks workflows?
](/discussions/how-did-you-adapt-existing-processes-to-fit-projectworks-workflows)
I like having project information brought together in one place, since it gives management a useful overview without needing to review every detail individually. The main challenge has been adjusting when existing processes were built outside the platform, and rethinking how certain information... [Read more](/discussions/how-did-you-adapt-existing-processes-to-fit-projectworks-workflows)

[

project management software

](https://www.g2.com/tags/project-management-software)[

Work Management Software

](https://www.g2.com/tags/work-management-software)

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G2

Verified User

•

23 days ago

founder

founder

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[
# How did you handle initial setup when moving resource planning into Projectworks?
](/discussions/how-did-you-handle-initial-setup-when-moving-resource-planning-into-projectworks)
Resource planning has been the most useful part for us, especially seeing availability and allocation to decide where people should focus. The biggest challenge was the initial setup and getting our existing processes into the system, even though day-to-day work felt more straightforward after... [Read more](/discussions/how-did-you-handle-initial-setup-when-moving-resource-planning-into-projectworks)

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project management software

](https://www.g2.com/tags/project-management-software)

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G2

Verified User in Transportation/Trucking/Railroad

•

29 days ago

President an ceo of Ethical Supply Chain Program

President an ceo of Ethical Supply Chain Program

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[
# How did you get past the initial learning period in Projectworks?
](/discussions/how-did-you-get-past-the-initial-learning-period-in-projectworks)
The biggest benefit for us has been visibility: having key project info in one place makes it easier to see what needs attention. It also gives a clearer view of projects, workloads, and time being spent, which helps with planning and follow-up. The main challenge was the learning period at the... [Read more](/discussions/how-did-you-get-past-the-initial-learning-period-in-projectworks)

[

project management software

](https://www.g2.com/tags/project-management-software)[

time tracking software

](https://www.g2.com/tags/time-tracking-software)[

Resource Management Software

](https://www.g2.com/tags/resource-management-software)[

Work Management Software

](https://www.g2.com/tags/work-management-software)

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G2

Verified User in Food & Beverages

•

30 days ago

Founder/CEO of Two Chicks company

Founder/CEO of Two Chicks company

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[
# How do you use Projectworks for visibility into ongoing work and project costs?
](/discussions/how-do-you-use-projectworks-for-visibility-into-ongoing-work-and-project-costs)
I like the visibility in Projectworks because I can quickly see where ongoing work stands without chasing multiple people for separate figures, especially when looking at things from a wider business perspective. The main challenge was getting comfortable with the different areas early on and... [Read more](/discussions/how-do-you-use-projectworks-for-visibility-into-ongoing-work-and-project-costs)

[

project management software

](https://www.g2.com/tags/project-management-software)[

Work Management Software

](https://www.g2.com/tags/work-management-software)

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 (true)\<0\>0\>Upvotes (false)

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G2

Verified User in Retail

•

about 1 month ago

Co-Founder and CEO of Menswear

Co-Founder and CEO of Menswear

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[
# How did you handle Projectworks setup to get clear visibility into work progress and ownership?
](/discussions/how-did-you-handle-projectworks-setup-to-get-clear-visibility-into-work-progress-and-ownership)
I like that Projectworks lets me see progress across different pieces of work without having to piece updates together, which helps me spot what needs my attention. The main challenge was that initial setup took more thought than expected, and we had to adjust how we organized projects before it... [Read more](/discussions/how-did-you-handle-projectworks-setup-to-get-clear-visibility-into-work-progress-and-ownership)

[

project management software

](https://www.g2.com/tags/project-management-software)[

Work Management Software

](https://www.g2.com/tags/work-management-software)

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 (true)\<0\>0\>Upvotes (false)

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G2

Verified User in Information Technology and Services

•

about 1 month ago

Director of IT

Director of IT

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[
# Has Projectworks helped you stabilize payroll and compliance, and how did you handle duplicate records?
](/discussions/has-projectworks-helped-you-stabilize-payroll-and-compliance-and-how-did-you-handle-duplicate-records)
Projectworks has been helpful for stabilizing payroll and compliance inside our HR systems, cutting down errors and saving reconciliation time. What stood out was that the team didn’t just fix bugs, they co-hosted a workshop with our IT team to address root causes. One challenge was a compliance... [Read more](/discussions/has-projectworks-helped-you-stabilize-payroll-and-compliance-and-how-did-you-handle-duplicate-records)

[

project management software

](https://www.g2.com/tags/project-management-software)

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 (true)\<0\>0\>Upvotes (false)

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## Top Contributors in Projectworks

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CG

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### [Cameron G.](https://www.g2.com/users/58b54f20-9131-4d64-b78a-42ed242eed4d "Cameron G.")

Account Executive

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 ![JATIN G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "JATIN G.")
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### [JATIN G.](https://www.g2.com/users/2c8a3324-30d4-4550-9741-b27de8a1ef5e "JATIN G.")

Application Developer

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 ![Nishita R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nishita R.")
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### [Nishita R.](https://www.g2.com/users/88845a80-a3ef-46a6-b6ff-d0892c6fd12b "Nishita R.")

Specialist - Technical Content Writer

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4

NS

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### [Nicola S.](https://www.g2.com/users/3a3844f4-5f15-4d25-9234-66249907801e "Nicola S.")

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