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

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Product Description

Projectworks is professional services software that’s easy to use, connects with your ecosystem, and gives you time back to focus on the real work that drives your success. Grow your services business with an all-in-one solution that brings together time tracking, expenses, resourcing, budget burn, revenue & margin forecasting, invoicing, reporting, & leave. Built by professional services experts for engineering, architecture, management consulting, & software services.

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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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Projectworks Reviews (186)

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Madison C.

owner

Small-Business (50 or fewer emp.)

12/15/2025

"Review of Madison Clarke Founder & CEO"

4.5/5

What do you like best about Projectworks?

The best part is how easily it ties together resourcing, forecasting and financials in one place. I don't need five tools and three spreadsheets to understand my team's capacity or a project's financial health. It lest me make decisions with real numbers instead of educated guesses. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Some of the views still take a few extra clicks to reach the data I wabnt and I'd love deeper customization in certain dashboards. It's nothing that breaks the workflow, jurt small friction when I'm juggling multipe clients at once. Review collected by and hosted on G2.com.

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

Projectworks solves the classic consulting pain point, uncelear resourcing and unpredictable project profitablility. Instesd of discovering issues after they've already caused damage I can see risks early, overcommitment, underbilling, scope creep, capacity gaps. The benefits, predictable margins, healthier team workload, cleaner project delivery, fewer "how did this happen?" surprisises. It gives me operational clarity, the thing every consulting firm pretends to have until reality proves otherwise. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Thanks Madison, we appreciate your positive feedback! Great to see we eliminate spreadsheets for you and enable you to make data-driven decisions. Feel free to reach out to us at support@projectworks.com for any assistance in future.

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

Christina B.

Owner

Small-Business (50 or fewer emp.)

12/15/2025

"Logan Harper Owner & President, Harper Cyber Defense Group"

4/5

What do you like best about Projectworks?

The visibility it gives me across active incidents, long-term project and team availability. In cybersecurity is everything and Projectworks shows me exactly who's overloaded who's free and which projects are drifting toward trouble. It turns chaos into something measurable. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Some of the reporting views take a few too many clicks to reach the data I want. I'd also like slightly deeper customization for financial dashboards. Nothing major, just the usual friction when I'm juggling multiple clients and fastmoving incidents. Review collected by and hosted on G2.com.

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

It solves the operationl blindnessthat most MSSPs and incident response teams deal with, unclear utilization, unpredictable project timelines and budgets that seem to evaporate out of nowhere. Projectworks gives us, accurate capacity planning, early warning when workloads spike, cleaner scoping and billing and far more reliable forecasting. The benefits is team isn't constantly firefighting outside of actual incidents and our business decisions finally match the reality of our workload. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Thanks for taking the time to share your thoughts, Christina. It’s great to hear that Projectworks is giving you the operational clarity you need to stay ahead of both rapid response work and longer running engagements. We’re glad the platform is helping you stay grounded in what’s actually happening across your workload.

Your comments on reporting and dashboard flexibility are really helpful. We know that when things move fast, every extra step adds up, and we're continually working on refreshing our UX to make our product experience even more intuitive.

We appreciate your feedback and are glad Projectworks is helping your team operate with more confidence and focus. Feel free to reach out to support@projectworks.com in future for assistance!

Cole A.

Owner

Small-Business (50 or fewer emp.)

12/11/2025

"Crystal-Clear Insights and Effortless Resource Management"

4.5/5

What do you like best about Projectworks?

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.

What do you dislike about Projectworks?

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.

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

Projectworks solves the operational fog that most MSPs deal with unclear capacity, inconsistent time tracking, scattered project data and unpredictable invoicing. It helps by giving us, consistently tracked billable hours, accurate forecasting, real visibility into workload, better planning disputes. The benefit is simple, we operate like a business instead of a fire department. Work is planned, not reactive and my team isn't constantly stretched to the breaking point. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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This is excellent to hear, Cole! Thanks so much for sharing this feedback with us. It's so good to know that we have improved your project visibility and capacity planning, and allowed your team to shift from being reactive to proactive. Feel free to contact us for any assistance in future at support@projectworks.com and our friendly team will be happy to help. We're very happy to support your MSP operations and continued success.

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

Brittany C.

owner

Small-Business (50 or fewer emp.)

12/11/2025

"Transforms Resource Planning with Clear Insights and Visibility"

4.5/5

What do you like best about Projectworks?

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.

What do you dislike about Projectworks?

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.

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

It solves the classic consulting headache, misaligned capacity, scattered project data, and upredictable revenue flow. Projects all of it hours, budgets, forecasts, utulization, so I can see problems before they land on my desk as emergencies. The benefits are real, better workload balance, cleaner margins, fewer surprise overages and far more confident forecasting. It turns operations from reactive firefighting into something close to calm, predictable management. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Thank you for reviewing Projectworks so positively, Brittany! It's so good to know that we have improved your project visibility and eliminated the spreadsheet chaos at your firm. Feel free to contact us for any assistance in future at support@projectworks.com and our friendly team will be happy to help. We're very happy to support your continued success.

Logan H.

Owner

Small-Business (50 or fewer emp.)

12/15/2025

"Owner & President, Harper Cyber Defense Group"

5/5

What do you like best about Projectworks?

The visibility it gives me across active incidents, long-term projects and teamrability. In cybersecurity, capacity is everything and Projectworks show me exactly who's overloaded who's free, and which project are drifting toward trouble. It turns chaos into something measurable. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Some of the reporting views take a few too many clicks to reach the data I want. I'd also like slightly deeper customization for financial dashboards. Nothing major, just the usual friction when I'm juggling multiple and fasr-moving incidents. Review collected by and hosted on G2.com.

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

It solve the operational blindness thst most MSSPs and incident response teams deal with. Projectworks gives us, accurate capacity planning, early warning when workloads spike, cleaner scoping and billing, and far more reliable forecasting. The benefit is my team isn't constantly firefighting outside of actual incidents and our business decisions finally match the reality of our workload. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Thanks for taking the time to share your thoughts, Logan. It’s great to hear that Projectworks is giving you the operational clarity you need to stay ahead of both rapid response work and longer running engagements. We’re glad the platform is helping you stay grounded in what’s actually happening across your workload.

We appreciate your feedback and are glad Projectworks is helping your team operate with more confidence and focus. Feel free to reach out to support@projectworks.com in future for assistance!

Shelley T.

Executive Director

Small-Business (50 or fewer emp.)

7/8/2025

"Finally a Product That Works for Consulting Teams"

4.5/5

What do you like best about Projectworks?

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.

What do you dislike about Projectworks?

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.

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

Projectworks is our consulting project management, staff time tracking (leading to payroll), client invoicing, and staff expenses platform. We then get overall financials by project, by month, by staff. We also use the system to track billable hours by person based on our annual staff targets. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi there, thank you for your kind words! That's exactly why we called our platform "Projectworks" - because we wanted to make a platform where projects just work, and where we take all the tedious, boring admin off your plate. With 150 years of combined consulting experience under the team's belt, we like to think that we're building a product that is precision-honed for consulting businesses. We’re thrilled to hear that Projectworks is fitting the way your consulting business operates - especially around variable rates, people planning, and financial insights. That’s exactly the kind of flexibility we aim to deliver. We’re also really glad to hear you’ve had a great experience with our support team. With team members now across the US, UK, and AU/NZ time zones, we’re committed to being responsive no matter where you are (feel free to get in touch at support@projectworks.com!). We appreciate your note on the initial learning curve too. We’re always working to make Projectworks more intuitive, while still offering the depth teams like yours need.Thanks again for sharing how you’re using Projectworks across time tracking, invoicing, and project financial reporting - it’s great to see that full picture in action!

Brandon L.

Owner

Small-Business (50 or fewer emp.)

12/16/2025

"Lee Managed IT Solutions Review"

5/5

What do you like best about Projectworks?

The real time visibility. Projectworks shows me exactly where our hours are going, who's overloaded, which clients are drifting out of scope and what next month actually looks like. It removes guesswork and MSPs run better when decisions are based on data, not gut instinct. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

Some of the reporting customization feels a bit limited and a few workflows require more clicks than I'd prefer. Nothing that slows us down dramatically just small frictions that show up when I'm moving fast across multiple client issues. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi Brandon, thank you for the 5-star review! It's great to see that you have improved visibility and can make data-driven business decisions. Love that we're helping your business grow on purpose. Feel free to contact us for future assistance at support@projectworks.com.

Deolinda C.

App Developer.

Mid-Market (51-1000 emp.)

10/22/2025

"ProjectWorks Delivers Depth, Flexibility, and Seamless Integration for Complex Projects"

5/5

What do you like best about Projectworks?

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.

What do you dislike about Projectworks?

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.

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

One of the main strengths of Projectworks is its robust project management features, which enable users to plan, schedule, and monitor progress with accuracy. The platform serves as a centralized hub for handling tasks, resources, and budgets, greatly enhancing team collaboration and overall productivity. Tools such as invoicing, Gantt charts, resource allocation, and real-time reporting help ensure that projects stay on schedule and deadlines are met. Additionally, its integration capabilities with other tools simplify workflows, making Projectworks a practical choice for managing projects of any size. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi Deolinda, thank you for the thoughtful review! We’re so pleased to hear that Projectworks is delivering the depth, flexibility, and integrations your team needs to manage complex projects.

While we don’t currently support task dependencies or critical path analysis, it’s great to know that features like scheduling, Gantt charts, light task management via time codes, resource allocation, and real-time reporting are making planning and tracking more efficient for your team.

If you ever want to share feedback directly or need help, our Success team is always happy to assist - just reach out via support@projectworks.com.