Projectworks Features
Time Tracking (3)
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users 86 reviewers of Projectworks have provided feedback on this feature.
Tracking Time to Project/Task
Based on 84 Projectworks reviews. Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
As reported in 83 Projectworks reviews. Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Client Invoicing (2)
Invoice Creation and Delivery
As reported in 78 Projectworks reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Project Accounting / Revenue Recognition
As reported in 72 Projectworks reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device. This feature was mentioned in 68 Projectworks reviews.
Administration (11)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 70 Projectworks reviews.
Workflow
Based on 73 Projectworks reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets This feature was mentioned in 65 Projectworks reviews.
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies This feature was mentioned in 62 Projectworks reviews.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 76 Projectworks reviews.
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 16 Projectworks reviews.
Workflow
As reported in 12 Projectworks reviews. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
As reported in 15 Projectworks reviews. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Permissions
Based on 33 Projectworks reviews. Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance. This feature was mentioned in 29 Projectworks reviews.
Remote Work
Allow users to use the system online and on mobile devices. 32 reviewers of Projectworks have provided feedback on this feature.
Platform (11)
Reporting
As reported in 77 Projectworks reviews. Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 67 reviewers of Projectworks have provided feedback on this feature.
Internationalization
Based on 60 Projectworks reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
As reported in 73 Projectworks reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. 56 reviewers of Projectworks have provided feedback on this feature.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet. 52 reviewers of Projectworks have provided feedback on this feature.
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. 11 reviewers of Projectworks have provided feedback on this feature.
Internationalization
Based on 13 Projectworks reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 14 Projectworks reviews.
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets. This feature was mentioned in 12 Projectworks reviews.
Offline Access
Ability to create and access tasks, transactions and reports while not connected to internet. This feature was mentioned in 10 Projectworks reviews.
Tasks (8)
Creation & Assignment
As reported in 79 Projectworks reviews. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 77 Projectworks reviews. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 71 Projectworks reviews.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks. 67 reviewers of Projectworks have provided feedback on this feature.
Dependencies
As reported in 67 Projectworks reviews. Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. This feature was mentioned in 66 Projectworks reviews.
Drag & Drop
Based on 65 Projectworks reviews. Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Based on 61 Projectworks reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
As reported in 77 Projectworks reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
As reported in 72 Projectworks reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 65 Projectworks reviews. Provide visual representations of tasks, dependencies, and progress.
Calendar View
As reported in 66 Projectworks reviews. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
As reported in 66 Projectworks reviews. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
As reported in 81 Projectworks reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
As reported in 65 Projectworks reviews. Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects. This feature was mentioned in 63 Projectworks reviews.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 58 Projectworks reviews.
Time & Expense
Track time and expenses associated with projects or tasks. This feature was mentioned in 81 Projectworks reviews.
Methodologies
Support agile and waterfall project management methodologies. 62 reviewers of Projectworks have provided feedback on this feature.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. 70 reviewers of Projectworks have provided feedback on this feature.
Capacity
Based on 74 Projectworks reviews. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. 79 reviewers of Projectworks have provided feedback on this feature.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. 71 reviewers of Projectworks have provided feedback on this feature.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. This feature was mentioned in 81 Projectworks reviews.
Dashboards
Based on 74 Projectworks reviews. Deliver dashboards that display project data and KPIs in real time.
Cost Tracking (3)
Identification
Based on 55 Projectworks reviews. Capture costs at different stages of the project
Allocation
As reported in 56 Projectworks reviews. Allocate costs to resources, tasks, or projects
Standard Costs
Define standard costs for resources and activities 56 reviewers of Projectworks have provided feedback on this feature.
Planning (3)
Resource Definiton
Based on 51 Projectworks reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. This feature was mentioned in 56 Projectworks reviews.
Scheduling
Based on 56 Projectworks reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 53 Projectworks reviews.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects. This feature was mentioned in 58 Projectworks reviews.
Corrections
Based on 50 Projectworks reviews. Identify misutilizations and provide suggestions to improve planning and scheduling.
Customer Management (4)
Customer Profiles
As reported in 15 Projectworks reviews. Maintains a central repository of customer information and communications.
Sales
Based on 13 Projectworks reviews. Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
As reported in 13 Projectworks reviews. Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc. This feature was mentioned in 12 Projectworks reviews.
Project Management (4)
Project Planning
Based on 16 Projectworks reviews. Generate plans that define tha main activities and resources needed for a project
Project Tracking
Monitor the progress or all tasks and activities that are part of a project 16 reviewers of Projectworks have provided feedback on this feature.
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects. 14 reviewers of Projectworks have provided feedback on this feature.
Resource Management
Based on 16 Projectworks reviews. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Accounting (5)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable. 14 reviewers of Projectworks have provided feedback on this feature.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded. 15 reviewers of Projectworks have provided feedback on this feature.
Payments
Based on 12 Projectworks reviews. Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Deliver features to track and manage costs and revenues by project. 12 reviewers of Projectworks have provided feedback on this feature.
Budget Tracking
Enables accountants and project managers to track and manage budgets. 16 reviewers of Projectworks have provided feedback on this feature.
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 12 Projectworks reviews.
Portfolio Performance
Based on 11 Projectworks reviews. Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects. 11 reviewers of Projectworks have provided feedback on this feature.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals. 11 reviewers of Projectworks have provided feedback on this feature.
Analytics (3)
Forecasting
Based on 16 Projectworks reviews. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users. This feature was mentioned in 16 Projectworks reviews.
KPIs
Based on 13 Projectworks reviews. Include business and financial KPIs that are specific to project and portfolio management .
Automation (3)
Workflows
Provide standard workflows that can be used accross the company. This feature was mentioned in 28 Projectworks reviews.
Customization
As reported in 29 Projectworks reviews. Allow administrators to configure workflows and processes.
Data repository
Based on 31 Projectworks reviews. Deliver a single data repository for all project information.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work. 30 reviewers of Projectworks have provided feedback on this feature.
Dependencies
Define dependencies between tasks and the rules to manage them. This feature was mentioned in 24 Projectworks reviews.
Planning
As reported in 30 Projectworks reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
As reported in 28 Projectworks reviews. Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. 30 reviewers of Projectworks have provided feedback on this feature.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. 25 reviewers of Projectworks have provided feedback on this feature.
Dashboards
Deliver dashboards that display project data and KPIs in real time. This feature was mentioned in 32 Projectworks reviews.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. 32 reviewers of Projectworks have provided feedback on this feature.
Workspace
Define customizable workspace for teams, departments, and external users. This feature was mentioned in 28 Projectworks reviews.
Configuration
As reported in 25 Projectworks reviews. Provide drag and drop options to configure workspaces.
Insights
Based on 29 Projectworks reviews. Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
Support multiple channels for internal and external communications. This feature was mentioned in 26 Projectworks reviews.
Document Management
Allow users to share and collaborate on documents and files. 25 reviewers of Projectworks have provided feedback on this feature.
Collaboration
Based on 28 Projectworks reviews. Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
As reported in 34 Projectworks reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks. This feature was mentioned in 35 Projectworks reviews.
Profitability
As reported in 32 Projectworks reviews. Monitor project proftability by team or department.
Integration (3)
Front Office
Based on 23 Projectworks reviews. Integrate with CRM, marketing, or customer service software.
Back Office
Provide integration with accounting software and ERP systems. This feature was mentioned in 28 Projectworks reviews.
External data
Based on 26 Projectworks reviews. Connect to external data sources such as databases or BI software.
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 46 Projectworks reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 45 Projectworks reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Based on 18 Projectworks reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 17 Projectworks reviews. Condenses long documents or text into a brief summary.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Based on 38 Projectworks reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 38 Projectworks reviews.
Cross-system Integration
As reported in 38 Projectworks reviews. Works across multiple software systems or databases
Adaptive Learning
Based on 38 Projectworks reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 38 reviewers of Projectworks have provided feedback on this feature.
Proactive Assistance
Based on 38 Projectworks reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 38 Projectworks reviews.
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Technology Glossary Features
View definitions of the features and discover new technology terms.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.





