--- title: Projectworks Reviews meta_title: 'Projectworks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 227 reviews by the users' company size, role or industry to find out how Projectworks works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 227 scale: '5' date_modified: '2026-08-13' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # Projectworks Reviews **Vendor:** Projectworks **Category:** [Project Management Software](https://www.g2.com/categories/project-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 227 ## About Projectworks 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 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. ## Projectworks Pros & Cons **What users like:** - Users appreciate the **ease of use** of Projectworks, finding the interface intuitive and supportive for their needs. (82 reviews) - Users appreciate the **centralized and streamlined project management** of Projectworks, enhancing efficiency across multiple regions. (63 reviews) - Users highly value the **user-friendly interface** of Projectworks, enhancing day-to-day operations and improving overall efficiency. (38 reviews) - Users appreciate the **intuitive user interface** of Projectworks, enhancing efficiency and collaboration across diverse teams. (37 reviews) - Users praise Projectworks for its **comprehensive features** that streamline management and enhance decision-making across multiple regions. (36 reviews) - Users highlight the **intuitive user interface** of Projectworks, making everyday operations seamless and user-friendly. (36 reviews) - Users value the **effective project tracking** in Projectworks, enhancing visibility and management of tasks and resources. (36 reviews) - Easy Integrations (35 reviews) - Visibility (35 reviews) - Users enjoy the **powerful features** of ProjectWorks for resource management, invoicing, and real-time collaboration. (34 reviews) **What users dislike:** - Users find the **limited features** in Projectworks restrict project management capabilities and integration flexibility. (23 reviews) - Users find **missing invoicing features** frustrating, necessitating workarounds and lacking customization for their specific needs. (23 reviews) - Users find **limited customization** in reporting and workflows, leading to minor frictions during fast-paced project management. (19 reviews) - Users find the **learning curve steep** due to complex features and unclear WIP functionality, requiring time to adapt. (17 reviews) - Users note that **reporting issues** create minor friction, with requests for improved customization and speed in Projectworks. (17 reviews) - Report Customization (13 reviews) - Time-Consumption (13 reviews) - Difficult Reporting (12 reviews) - Limited Functionality (12 reviews) - Complex Usability (10 reviews) ## Projectworks Reviews ### 1. Projectworks Streamlines Time-to-Cost Tracking with Seamless Xero & Salesforce Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Projectworks?** Projectworks connects time tracking directly to project costs taken on each task and revenue it gives. It shows how the progress is being made on each pipeline and what is preventing the project movement. The integration with Xero and Salesforce saves us a lot of time and easy to make use of. **What do you dislike about Projectworks?** Wish the settings and adjustment require less clicks than what there is to expected. The reporting features are powerful, but it takes time to learn how to customize them fully and make it export ready to be used on our documents directly. **What problems is Projectworks solving and how is that benefiting you?** Projectworks has greatly improved how we track and forecast project finances and manage team allocation. It reduced errors we encountered and cut down on work every month. The entire performance review we had was now over Projectworks as we can see where our time and money are being across teams. **Official Response from Charlotte Steel:** > Thank you for your positive feedback! We appreciate you being an advocate for Projectworks, and are so pleased to hear that we are saving you time and unnecessary admin. Thanks also for the shout out for our Xero and Salesforce integrations! Regarding reports, you are able to export entire custom reports as PDFs, or individual elements of a report as a .csv, .xlsx, .json or .png (if the element is displayed as a chart). Feel free to reach out to support@projectworks.com for any help in the future - we're always happy to chat. ### 2. Great project management software integrated with Xero **Rating:** 5.0/5.0 stars **Reviewed by:** Phyllis P. | Finance Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Projectworks?** I used Projectworks daily for over two years as a Finance Analyst and had a largely positive experience. I've used some clunky project management systems in the past and Projectworks feels a lot more modern and has been much easier to use and navigate. It's not perfect, but they are always implementing new features to improve the experience. The Xero integration has also been fantastic. Being able to export invoices and expenses directly to Xero and then automatically reconcile them as paid once they're reconciled in Xero is great. Thank you to Sunil and the team for the quick and helpful responses whenever we do experience issues. **What do you dislike about Projectworks?** Occasionally we experience minor issues that require workarounds, but it is easy to contact the support email and get a quick answer or resolution. Sunil and the team have been great to work with. **What problems is Projectworks solving and how is that benefiting you?** Invoicing and expenses directly linked to Xero **Official Response from Charlotte Steel:** > Hi Phyllis, thank you so much for sharing your experience. It’s fantastic to hear that, after two years using Projectworks daily as a Finance Analyst, you've found it more modern and easier to navigate compared to older, clunkier systems. We’re also thrilled that the Xero integration has been a game-changer, with the export and auto-reconciliation of invoices and expenses working so well for you. We're glad our team - especially Sunil! - is always there to help when workarounds are needed. We’re constantly rolling out new features to improve the Projectworks experience, and feedback from engaged users like you guides that progress. Thanks again for highlighting how Projectworks, in tandem with Xero, is streamlining invoicing and expense workflows for you. We’re committed to keeping that momentum going! ### 3. Must to have financial platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2026 **What do you like best about Projectworks?** ProjectWorks has great forecasting and budgeting features and has more options to tweak the data than other management tools. The integration is great and easy to get the work up on to a report when sending the forecast to the LPs and the team. **What do you dislike about Projectworks?** You need to get used to it for a while, the documentation helps but still takes some time. The interface is getting more filled up when you go over 25+ list on each section so kind of hard to look around but the search helps. **What problems is Projectworks solving and how is that benefiting you?** We invest across early-stage companies and have a single management system to monitor headcount, burn and budget forecasts. The platform helps not only to monitor those and also does a great job when it comes to forecasting our needs for each quarter. **Official Response from Charlotte Steel:** > Hi there, thank you for your positive feedback about Projectworks! Great to hear that it's a must-have for your business, and that our reporting, forecasting, and budgeting are helping you to operate efficiently. Feel free to reach out to our friendly team at support@projectworks.com for any help in the future. Thank you for being an advocate for Projectworks! ### 4. What a game changer! **Rating:** 4.5/5.0 stars **Reviewed by:** Emma H. | Programme Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Projectworks?** Finally a tool that makes recourcing and forecasting easier and more transparent **What do you dislike about Projectworks?** There are some small things that cannot be changed and are a little frustrating **What problems is Projectworks solving and how is that benefiting you?** Reourcing and forecasting that is easy to use and easy to understand **Official Response from Charlotte Steel:** > Thanks so much for your postiive review, Emma! Great to hear that we've overhauled your resourcing and forecasting for better visibility and control. Please let us know about those small things you'd like to change at support@projectworks.com, and we'll do our best to help. ### 5. Intuitive Design Elevates Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Abe S. **Reviewed Date:** December 13, 2025 **What do you like best about Projectworks?** I like Projectworks for its very intuitive interface, which flows well, much like applications I'm familiar with, such as QuickBooks. It definitely makes more sense compared to what we used before. I also appreciate the syncing with Jira, which is quite beneficial. The interface not only looks modern but also aligns well with how we do things, which helps in making time tracking more granular and effective. Additionally, the setup was very simple, which was a nice plus. **What do you dislike about Projectworks?** The biggest thing we would love to see is a single sign on using Google. **What problems is Projectworks solving and how is that benefiting you?** I use Projectworks for resourcing, scheduling, accurate billing, time tracking, and budgeting. **Official Response from Charlotte Steel:** > Thanks so much for your thoughtful review, Abe! We're really glad to hear that you like our interface, which we're committed to continuing to enhance. Thanks also for the shoutout for our Jira integration! I have passed on your feedback about Google SSO to our product team. Please feel free to contact support@projectworks.com for any assistance in future. We look forward to continuing to support you in 2026! ### 6. Projectworks helped take our company project control to the next level **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron G. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Projectworks?** Projectworks provides the level of visibility, control over staff charge arrangements on a project-by-project and task-by-task basis and is a user friendly interface which has assisted us in being able to manage the growth of our business into complex projects and support our growing team. We had a great experience through the migration process with their team being available to provide support and assistance to ensure that our account was set up to our requirements. Our management team are able to utilize the dashboards within the software in order to gain insights into our business performance based upon live data. **What do you dislike about Projectworks?** No complaints at this time. Once we had accurately migrated our data from our previous management software. **What problems is Projectworks solving and how is that benefiting you?** Projectworks allowed us to accurately manage and monitor complex projects for our growing team and provides live data on our business performance. **Official Response from Charlotte Steel:** > Hi Aaron, thanks so much for your detailed review. It’s fantastic to hear that Projectworks has helped take your project control to the next level and supported your business as it’s grown into delivering more complex projects. That’s exactly the kind of impact we aim for! Our team prides themselves on excellent support and data migrations, so thank you for sharing that you had a great experience. Regarding your your management team getting value from the dashboards and gaining real-time visibility into business performance - if you're interested in taking that visibility even further, we’ve recently introduced a new custom reporting feature that gives you more flexibility in how you report on live data across projects, people, and financials. Definitely worth checking out, and I've included a link here! Thanks again for being an advocate for Projectworks - we really appreciate it. ### 7. Excellent Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Aizhan Z. | Operations Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Projectworks?** Projectworks is a powerful project and resource management tool that has significantly improved our ability to manage projects, budgets, and teams in one integrated platform. Its intuitive interface and strong reporting functions have been instrumental in streamlining our operations and improving visibility across projects. One standout feature is the ability to track time, expenses, and profitability across clients and projects with ease. The integration with Xero also makes financial reconciliation much smoother. **What do you dislike about Projectworks?** However, there is room for improvement—particularly in the expense reconciliation features, which could be better optimised for Xero integration. Overall, Projectworks is a great platform that delivers real value, especially for professional services businesses. With a few enhancements in the finance integration area, it would be near perfect. **What problems is Projectworks solving and how is that benefiting you?** Projectworks has helped us solve several key operational challenges by centralising project tracking, time management, and resource planning in one place. **Official Response from Charlotte Steel:** > Hi Aizhan, it's so great to hear about your experience with Projectworks. We live to do all the "boring bits" so you can focus on making an impact, and it sounds like we've been able to save you time in your operations and increase business visibility. Regarding Xero expense reconciliation, it would be great to hear what could be improved here - feel free to contact us directly at support@projectworks.com and your feedback can be passed to the product team. Thanks once again for your kind words, and we look forward to supporting even more of your projects in the future! ### 8. Best For Project Management Tool For Our Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Anuj G. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Projectworks?** The quality of services that we have acquired from project management are very feasible and reliable to collaborate with team and stakeholders. their integration and easy to implement nature gives best user infrastructure for us. **What do you dislike about Projectworks?** Never have interruption with Projecworks, their support team always guide and help to setup new integrations with our other server and assets. **What problems is Projectworks solving and how is that benefiting you?** We need the infra where we can manage our all project and details at one place and here projectworks help a lot to manage our all works nd data with their cloud infrastructure to manage with reliable server interface. **Official Response from Charlotte Steel:** > Hi Anuj, great to hear that Projectworks has made your workflows easier and that you can manage your projects all in one place with no downtime. Feel free to contact us at support@projectworks.com if you need any help in the future! We appreciate you being part of the Projectworks community. ### 9. Smooth Transition to Projectworks with Outstanding Support and Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Chris K. | Senior Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Projectworks?** We recently transitioned from another project management platform and have been using Projectworks for a few months now. The onboarding experience was exceptional — Arisha, our onboarding contact, was fantastic. She was consistently responsive, incredibly helpful, and made the transition process seamless. The overall onboarding process is one of the best I’ve come across — thorough, supportive, and tailored to our needs. Since moving onto the platform, we’ve been really impressed by several key aspects: Help desk support has been outstanding. Every question or minor issue we’ve encountered during setup and early use has been addressed extremely quickly and effectively. The responsiveness and helpfulness of the support team have made all the difference in getting up to speed. The flexibility and customisation options within the platform are exceptional. We've been able to tailor key areas to suit our workflows, and it's clear that the system is built to adapt to a wide range of use cases. There are extensive reporting features, many of which we are still exploring. It's great to know there's so much available for tracking and insights as our use of the system evolves. Overall, Projectworks has been a very positive change for our team. It’s a powerful, supportive, and flexible platform that’s made our project management more streamlined and insightful. **What do you dislike about Projectworks?** Nothing as yet. Concerns we had prior to transitioning have pretty well been addressed as we have explored all the features (and some of the upcoming integrations). **What problems is Projectworks solving and how is that benefiting you?** Forward resourcing and budgeting. Tracking staff utilisation. Communicating capacity with upper management. Basically a much better, flexible, and more intuitive than our previous platform. **Official Response from Charlotte Steel:** > Hi Chris, we are so happy to hear this! Arisha and our entire Customer Success Team are extremely dedicated to helping our users get the most out of Projectworks, so it's fantastic to see them acknowledged in this way. It's great to see that you are aware of the extensive flexibility baked into the platform. Knowing your appreciation for flexibility, you'll also benefit from our soon-to-be released custom reporting feature. Keep in touch with us at support@projectworks.com - we look forward to supporting you and your work into the future! Thank you for being an advocate for the team - we are grateful for your support. ### 10. Must have budgeting tool for ventures **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Projectworks?** My favourite features are visual forecasting and budgeting. The visuals are easy to understand and needs very little change when including that on LPs reporting. The budget forecasting is accurate and helps us make better hiring decisions. **What do you dislike about Projectworks?** There are very few drawbacks in the tool just there are few bugs. For example, was an occasional lag when pulling up multiple forecasting from separate pages but a simple refresh fixes it, so overall projectworks is a great tool. **What problems is Projectworks solving and how is that benefiting you?** I am happy with how quickly projectworks adds important data to our portfolio companies. Since most of our team are early stage focused, managing resources is our daily job and projectworks helps us understand how each team is performing and where founders need to improvement. **Official Response from Charlotte Steel:** > Thank you for your positive review of Projectworks! We're glad that you are able to better forecast and budget using our tools. Feel free to reach out to support@projectworks.com in future for any assistance! ### 11. Effortless Timesheets, Stellar Simplicity **Rating:** 5.0/5.0 stars **Reviewed by:** James R. | Manager - Project Services **Reviewed Date:** December 09, 2025 **What do you like best about Projectworks?** I really like Projectworks for its simplicity and ease of use. It makes timesheets simple and quick to fill in, saving me time and effort. The ease of invoicing hours as a consultant is particularly beneficial, and the initial setup was very simple. **What do you dislike about Projectworks?** Nothing of note **What problems is Projectworks solving and how is that benefiting you?** I use Projectworks for timesheets and leave requests. It simplifies and speeds up the invoicing process as a consultant. Timesheets are less of a time-consuming burden, saving time and effort. The platform's simplicity and ease of use make it very valuable. **Official Response from Charlotte Steel:** > We love to see it, James! Thanks so much for sharing your valuable perspective as a timesheet user. We look forward to rolling out even more features to make your consulting work life even easier. Thanks for being an advocate of Projectworks, and feel free to reach out at any time at support@projectworks.com! ### 12. Super app **Rating:** 4.5/5.0 stars **Reviewed by:** Faris K. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Projectworks?** It took a few months to fully get the hang of how it works, but once we got there, we are very happy with the app and all its functionality. Projectworks support team are always available to assist, open to feedback, and constantly looking to improve things. The app is very versatile and does everything we need it to. **What do you dislike about Projectworks?** not a lot, some inflexibility which I have discussed with the support team, who acknowledged it and would look at them. **What problems is Projectworks solving and how is that benefiting you?** issues with migrated data **Official Response from Charlotte Steel:** > Hi Faris, thank you for taking the time and sharing your thoughts with the team! It's fantastic to hear that Projectworks does everything you need to run your projects effectively in a single platform. Looking forward to continued growth in the future! As always, we love to hear your feedback at support@projectworks.com. ### 13. Good work scheduling with easy-to-use dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2025 **What do you like best about Projectworks?** The interface is very simple and easy for us to use to add and manage the team schedule and worksheet. I like how I can long in and see how many over time we need and which teams are under or over used. **What do you dislike about Projectworks?** There is very little to dislike about ProjectWorks but more fin templates in addition to the visuals would be a great addition to the platform and make our work much faster to complete. **What problems is Projectworks solving and how is that benefiting you?** We have in person team and remote team members and managing the work schedule was a huge challenge. Project work helped us in solving the issue and reducing the time we spent on the hour management and scheduling conflicts. **Official Response from Charlotte Steel:** > Thank you for this 5-star review! It's excellent to know that we have made managing your work so much easier. Feel free to reach out to support@projectworks.com for help in future - our friendly team are always happy to chat. ### 14. Powerful Financial Metrics and Flexible Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Projectworks?** Depth of project financial performance metrics Ease of use Custom reporting and dashboard creation extremely flexible and allows to create any kind of report Quick UI Ability to create custom fields Very effective resource capacity planning (and billability metrics) Implementation support team very helpful and flexible, that made the implementation very easy. **What do you dislike about Projectworks?** More complex integrations require more expensive license, and integration features should be extended. Project schedule features (milestones, tasks, phases, baseline) are limited, these would make the product a 360 tool to manage projects Some metrics calculation logics (e.g. how to calculate burn or margin) should have more configurable options to decide/tailor the logic **What problems is Projectworks solving and how is that benefiting you?** Tracking project margins, profits, tracking actuals, bridging the gap between the delivery team and finance team **Official Response from Charlotte Steel:** > Hi there, thank you for taking the time to review Projectworks! We appreciate your feedback on our ease-of-use and effective resource planning. Awesome to see the shoutout to our excellent customer success team too. Thank you also for providing your thoughts on how we can improve - if you'd like to share your suggestions for additional or deeper integrations, please reach out to support@projectworks.com - we'd love to hear them and add them to the product backlog. We recently added a new feature that allows you to push your scheduling to resourcing, and will soon be adding the ability to push resourcing to forecasting. We will add your feedback on other project schedule features and metrics calculations to the product backlog. Thank you for being an advocate for Projectworks! ### 15. Effortless, Accurate, and Seamless Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2025 **What do you like best about Projectworks?** Provides up to date and accurate information at the click of a few buttons, very clear layout and easy to use. The recent addition of custom reporting is a valuable tool. Seamless integration with accounting software program. **What do you dislike about Projectworks?** Some set up aspects can be time consuming as can making any necessary changes eg bulk changing of timecodes **What problems is Projectworks solving and how is that benefiting you?** Visibility across Timesheets, up to date Utilisation data and reporting functions give almost live, accurate data enabling Leadership to highlight and address any issues in a timely manner **Official Response from Charlotte Steel:** > Hi there, thank you for your review! We pride ourselves on our deep accounting integrations, particularly Xero. We're thrilled that your team is now able to make better business decisions and get ahead of project risk. It's also fantastic to see that you have successfully adopted our new custom reporting feature. Feel free to speak with our friendly team for any assistance in the future: support@projectworks.com. Thank you for being a Projectworks advocate! ### 16. Perfect solution for Very Responsive Cordination **Rating:** 5.0/5.0 stars **Reviewed by:** Kali L. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2025 **What do you like best about Projectworks?** Their services are very Affordable and reliable that create very effective organization that are giving effectivee solution. Services of their platform are fantastic and number of integration provides very hassle free solutions. **What do you dislike about Projectworks?** Supportive team help us to manage our all office need and provides best project coordination and giving very initiative experience. **What problems is Projectworks solving and how is that benefiting you?** We can manage our all work with their integration that manage all work management and time tracking with resources management. Their services are best in the market and they are having fantastic support. **Official Response from Charlotte Steel:** > Hi Kali, thanks so much for sharing your positive experience with Projectworks - it’s always encouraging to hear that our platform is helping teams streamline work management, time tracking, and coordination across the board. We're glad to hear you've found the interface effective and the integrations helpful in your workflows. We work hard to make the platform intuitive and responsive to the needs of growing teams. If you do ever need help, our support team is always ready to respond. You can contact us directly at support@projectworks.com. Thanks again for taking the time to review us - and for being part of the Projectworks community! ### 17. Simple and Satisfied Experience With Projectworks **Rating:** 5.0/5.0 stars **Reviewed by:** Manuela M. | Project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Projectworks?** Best Project management application where we can collaborate with teams and manage all workflow and manage all documentation and reports at one place. Their collaborative natures streamline our work and integrate our server and other marketing assets. **What do you dislike about Projectworks?** They have very easy to use and best support team that fulfil our need and requirements without any haze. **What problems is Projectworks solving and how is that benefiting you?** we can able to track every single project and streamline with our operation team and also their workforce management and other integration provides very useful and satisfactory experience to us. **Official Response from Charlotte Steel:** > Hi Manuela, thanks for taking the time to share your experience with Projectworks! We're glad to hear the platform has helped streamline your project planning. While Projectworks is designed to be your source of truth for time tracking, invoicing, forecasting, and project financials, we don’t currently offer document collaboration features (such as shared file editing or internal wikis). If there’s a particular workflow you’re trying to support, feel free to reach out at support@projectworks.com - we’d love to hear more and see how we can help. Thanks again for your review, and for being part of the Projectworks community! ### 18. Facilitated Project Management and Impeccable Financial Control **Rating:** 5.0/5.0 stars **Reviewed by:** Rafael M. | Systems Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Projectworks?** Ease in project management, expense control, and finances are excellent. It is an excellent tool that greatly assists in managing project resources. **What do you dislike about Projectworks?** I don't see anything that discredits the tool, maybe it could have a few more report options, but overall it works very well. **What problems is Projectworks solving and how is that benefiting you?** Better control over project expenses, in people management, absences and shortages, as well as better management of projects in general. **Official Response from Charlotte Steel:** > Thanks for the 5-star review, Rafael! Make sure to contact us at support@projectworks.com if you need any assistance. ### 19. Long time satisfied user **Rating:** 5.0/5.0 stars **Reviewed by:** J Z. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2025 **What do you like best about Projectworks?** I love that Projectworks has continually been updating the features available so that we can continue to upgrade our ways of working. We use it to manage all of our projects and record billable hours and the experience has been intuitive. If we do ever need assistance, the support team usually replies within 24 hours! Two thumbs up from us! **What do you dislike about Projectworks?** Sometimes there are too many options and it can be overwhelming **What problems is Projectworks solving and how is that benefiting you?** They are helping us take time away from administrative tasks that can eat up most of our time. The new reporting feature seems to be helpful in this aspect; instead of exporting excel reports and tailoring to the way we need, now we can build a report within the projectworks application. **Official Response from Charlotte Steel:** > Hi J, thank you for taking the time to review and for being a longstanding Projectworks user! Your feedback is extremely valuable to us as we grow in 2025. I have shared your words with the teams. We love it when the support team gets two thumbs up - they enjoy working with you and our other users to make sure your projects are a success. We are actively working to make Projectworks even more intuitive and easy-to-use this year. Please do let us know if you have any other thoughts in future on the complexity of Projectworks at support@projectworks.com. ### 20. Long-time user, avid fan **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Seed Investor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2025 **What do you like best about Projectworks?** Projectworks strikes the perfect balance between visibility of project delivery and commercial insight. The platform seamlessly integrates time tracking, forecasting, fee calculation, billing, and reporting all in one place. What I appreciate most is how intuitive the UI is and the fact that it won't allow you to get stuck in a dead-end process. The entire team feels a lot more confident, empowered and enlightened. It gives us a real-time intel on billings, margins, resourcing, and utilisation. Implementation was straightforward, the support team is responsive and knowledgeable, and the feature set is clearly built for professional services firms. The system makes month-end smoother and strategic planning more data-driven. **What do you dislike about Projectworks?** There are a few areas that could benefit from development focus. While the product is constantly evolving and the roadmap is transparent, I’d love to see an integration between fee forecasting and resourcing as the former typically drives the latter. That said, the team has always been open to feedback and responsive to support requests. **What problems is Projectworks solving and how is that benefiting you?** Projectworks replaced a clunky menu driven modular product, with a slick, intuitive and fit for purpose solution that allowed us to move several processes off spreadsheets. **Official Response from Charlotte Steel:** > Thank you, David, for such a thoughtful and generous review. It’s fantastic to hear that Projectworks is delivering the visibility and commercial insight your team at Colliers needs - and that it’s helping you move away from clunky, manual processes with enhanced confidence. We appreciate your feedback around tighter integration between forecasting and resourcing - it’s a valuable insight and we are aware of how we can improve in this area. It’s a pleasure supporting the Colliers team, and we’re grateful for your continued partnership and input as we evolve. Thank you for being such a strong supporter of Projectworks! ### 21. All are working good and Satisfying **Rating:** 5.0/5.0 stars **Reviewed by:** Vibha M. | HR, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2025 **What do you like best about Projectworks?** Their Project management and Inventory management are best to manage all organization dat with cloud infrastructure, Their easy to operate and frequent use make the work more effective and satisfyingly for us. **What do you dislike about Projectworks?** Managing the data with ProjectWorks are reliable and all are good, very effective and easy to implement that provides best experience. **What problems is Projectworks solving and how is that benefiting you?** overall very effective and solution based infrastructure that gives very satisfying experience. Their are very intuitive features and user based reliable customer support that offer best services. **Official Response from Charlotte Steel:** > Hi Vibha, thank you for your review - we’re glad to hear Projectworks is supporting your team with cloud-based project and work management in a way that feels smooth and satisfying! We’ve designed Projectworks specifically for professional services teams, so we love seeing how it's being adapted to different environments. We did notice a few points in your feedback that may need clarification -particularly around inventory management. Just to confirm: Projectworks is not designed to manage physical inventory, so if your team is using the term differently (e.g. for resource or task allocation), feel free to reach out and we can help optimize your setup. And if any questions or challenges ever do come up, you can always contact us at support@projectworks.com - we’re here to help! Thanks again for being part of the Projectworks community. ### 22. Intuitive software paired with excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole V. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2025 **What do you like best about Projectworks?** Projectworks is so easy to use and has everything we need for our business in one place. It integrates easily with our accounting software, eliminating the need for double handling of tasks. The customer support from implementation to answering questions once established has been exemplary. It's the perfect software for our business, and we are confident that it is scalable to enable us to grow successfully. **What do you dislike about Projectworks?** There is nothing I dislike about Projectworks. **What problems is Projectworks solving and how is that benefiting you?** I am able to plan and manage all my projects effectively and track everything we need from a resource management and accounting perspective. **Official Response from Charlotte Steel:** > Hi Nicole, thank you so much for your kind words - we’re thrilled to hear that Projectworks is hitting the mark for your team! It's great to know that the all-in-one setup, combined our smooth accounting integration, has reduced double-handling and streamlined your workflows. We’re especially happy to hear that the onboarding and ongoing support experience has been exemplary - that’s a big focus for us, and we’re glad it’s made a difference. Your comment about scalability is spot-on - Projectworks is built to support firms like yours as you grow, without the growing pains. We really appreciate you taking the time to share your experience, and we’re excited to keep supporting your success as your business evolves. Don't hesitate to reach out to support@projectworks.com! ### 23. Projectworks make it east to see where our money is going **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Projectworks?** The interface is great and simple enough to work with across the team. My fav would be how it lets us visually compare task costs before we assign the team members. It has been super helpful for planning and assigning headcount. **What do you dislike about Projectworks?** It is a good tool but setup took a while but once it is done, it performance well. Once in a while the page refresh but that only happens on firefox, so we end up using chrome **What problems is Projectworks solving and how is that benefiting you?** As the program coordinator at a growing non profit, keeping eye on the budget is a huge task so we look for tools that simplifies that and help us maintain team hours. We used projectworks mainly for forecasting the monthly budget. **Official Response from Charlotte Steel:** > HI there, it's great to hear that Projectworks helps your nonprofit effectively manage budgets and resourcing! Thank you for your positive feedback. Set up does require some time investment, especially if migrating over historical project data, and we are continually working on our education offerings to make upskilling in Projectworks even easier. Please feel free to contact our friendly team at support@projectworks.com if you need any help in future. Thanks again! ### 24. Effortless Invoicing and Xero Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Rob M. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Projectworks?** I like that it just works; we can generate invoices almost instantly after completion of timesheets; it integrates very well with Xero, our accounting software. **What do you dislike about Projectworks?** In the couple of instances we have needed support, it has been a little bit slow to get support - but mostly we don't need support. **What problems is Projectworks solving and how is that benefiting you?** Keeping track of hours and expenses to generate invoices. **Official Response from Charlotte Steel:** > Thank you Rob - it’s great to hear that Projectworks is helping your team get invoices out fast and keeping everything flowing smoothly with Xero. That “it just works” feeling is exactly what we aim for! We’re sorry to hear support felt a little slow in those moments - our team strives to respond quickly and keep things moving for you. If anything crops up again, reach us directly at support@projectworks.com and we’ll be straight onto it. Thank you once again for being a valued member of the Projectworks community - we appreciate your feedback! ### 25. Great tool for forecasting and keeping our costs down **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Philanthropy | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Projectworks?** The interface is very simple and I like the integrations with other tools we are currently using, which helps us sync the schedule and the volunteer work schedule that help overall staff management. The forecast has good data visualisation which keep us understand the progress in real time. **What do you dislike about Projectworks?** It is a great tool so nothing much to complain about it, it is a bit complex when starting but once we get used it is very easy to use and I would recommend projectworks for other non profits organisations. **What problems is Projectworks solving and how is that benefiting you?** As a director most of my job is taking care of project management and keeping our non profit cost down and projectworks help us in line with our grant budgets. It saves us a lot of time and is very easy to use when it comes to forecasting the monthly expense. **Official Response from Charlotte Steel:** > Thanks so much for the kind words! We're really pleased to hear Projectworks is helping your nonprofit stay aligned with grant budgets while saving time and keeping costs down. We also appreciate you recommending us to other nonprofit teams - while we’re primarily built for professional services, it's great to hear the platform is delivering value in your context too. If you ever have feedback or questions, feel free to reach out to us at support@projectworks.com - we’re always happy to help. ### 26. We outgrew Harvest, and Projectworks is just what we need! **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Projectworks?** We needed a solution that was simple for the team to use, but gave us the insights needed to assess project status, utilisation against targets, and have integrated forecasting/scheduling (and more). We've had positive feedback from the whole business since adopting Projectworks. Also, love that there is constant improvements and new features. **What do you dislike about Projectworks?** A few team members had been used to having a timesheet app on their phones, wheras Projectworks is via browser. We had a couple of issues where we needed to understand how Projectworks was intended to work - the help from support has helped us every time. **What problems is Projectworks solving and how is that benefiting you?** It helps us manage all financial, time management and resource management aspects of the IT services projects. **Official Response from Charlotte Steel:** > We love to hear about a successful transition from Harvest! Harvest is a great tool for beginners, but as you grow and need more detailed financial intelligence, it makes sense to move to an all-in-one project intelligence platform like Projectworks. We're so happy to hear that the team is finding it simple to use and you're enjoying discovering our new features - we're focused on automating the 'boring bits' so experts can go out and focus on the work that matters. Thanks for shouting out our top-rated support team (support@projectworks.com) - we're really proud of them! We appreciate you taking the time to review us, and we look forward to supporting your successful projects for years to come. ### 27. Projectworks was a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** David L. | CEO - Australia and PNG, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Projectworks?** real time visability of tracking and allocation of peopes time against projects. We could see who was allocated to what, how much capacity they had on a day to day and week by week basis. This made the managing the pipeline of new work more transparent and collaborative. Tracking real costs to the business of where peopel are spending time on fee based services and ensuring our cost recovery model is accurate has also been an added bonus. **What do you dislike about Projectworks?** There is'nt really much to dislike, its a very powerful all-in-one project management tool, which means all of your data and information is in one place. It takes a while to understand how everything links together, but the training covers this, and once you start using it, it starts to make sense. Its very logical. **What problems is Projectworks solving and how is that benefiting you?** Its solving all of our problems, we use it for project design and quoting through to project management and time writing for everyone, including leave applciations. **Official Response from Charlotte Steel:** > This is great to hear David! Thank you for being such a strong Projectworks advocate - we really do appreciate it, and love hearing that Projectworks has helped to improve transparency and collaboration at all stages of project management for your business. We look forward to supporting your work for many years to come. Let us know if you have any more feedback or suggestions in future at support@projectworks.com - we're always happy to hear from you. ### 28. Powerful and flexible **Rating:** 4.5/5.0 stars **Reviewed by:** Martin G. | Group Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Projectworks?** It is a great project tracking tool with budgets, forecasts, time and attendance, profit and loss per project etc which syncs with ease to Xero Accounting. But the thing that stands out is the flexibility to use the API to integrate various other tools. We have linked our CRM to Projectworks, so when the deal is signed it pushes the job to Projectworks without manual capture. We then use the API to pull the Data into sql and connect it to Power BI for powerful analytics. **What do you dislike about Projectworks?** The only thing I can think of is the inability to create a separate credit note, but its not a deal-breaker. **What problems is Projectworks solving and how is that benefiting you?** Detailed project planning, time tracking, forecasting, billing **Official Response from Charlotte Steel:** > Hi Martin, huge thanks for taking the time to review us. We love hearing how you’re putting Projectworks to work. It’s great to see the API delivering value by connecting your CRM and Power BI, and we’re thrilled that our deep Xero integration is making life easier too. Appreciate your note on credit notes (although there is a way to generate a separate "credit note" in Projectworks by raising a new invoice with a negative amount, but we hear you that there isn't a specific "credit note" button in the platform as yet) - and thank you for trusting us to help power your planning, forecasting, and billing workflows. Hope you have the chance to check out our latest custom reporting release, too, so you can build powerful analytics in-app! ### 29. An All-in-One Tool for Project, People and Financial Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in International Trade and Development | Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Projectworks?** At BSI, and specifically my role, we manage diverse portfolio of projects ranging from international development programs to stakeholder training and standards development and guidance- Projectworks has become a central tool in helping us track effort, manage resources and keep our work financially on track. Its an excellent all-in-one platform for managing time, people and budgets. The integration of delivery, data and financials helps ensure everyone is working from the same source of truth. **What do you dislike about Projectworks?** Some of the forecasting and resourcing tools could be more flexible, for eg. to quickly model changes to timeline or headcount. Also, reporting customisation takes a bit of practice unless familiar with admin settings. **What problems is Projectworks solving and how is that benefiting you?** Projectworks helps us reduce admin time, improve project transparency, and stay on top of budgets and delivery timelines. It allows us to manage complex multi-stakeholder projects more efficiently, identify resourcing gaps early, and keep internal reporting aligned with delivery realities. **Official Response from Charlotte Steel:** > Hi there, thank you for taking the time to leave such a glowing review! It's fantastic to hear how Projectworks is supporting BSI across such a wide range of projects - especially in bringing your delivery, financials, and data together into a single source of truth. We appreciate the feedback on forecasting flexibility and reporting. On that note, we’ve just released a new custom reporting solution designed to empower users to build unique reports within Projectworks - we’d love for you to check it out! I've linked a resource about custom reporting in this response. Thanks again for sharing your experience - it helps us keep making Projectworks better for teams like yours. ### 30. It works the way we work **Rating:** 5.0/5.0 stars **Reviewed by:** Ian H. | Director | Commercial and Corporate Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Projectworks?** ProjectWorks understands the needs of a project-based consultancy business and provides the tools and insight to manage our business proactively. We can monitor all our KPIs in real-time, making 'in-flight' changes based upon facts to ensure our resource schedules, project planning and pipelines drive our efficiency and maximise our utilisation. Accurate invoicing and integration with our finance and HR systems ensure accurate data throughout the business. We were guided through the implementation by a skilled and friendly onboarding team with deep knowledge of their product and how best to configure it for our project scenarios. **What do you dislike about Projectworks?** The lack of in-product custom reporting has resulted in us inventing in writing PowerBI reports. However, we are looking forward to experimenting with the new reporting tool in this month's software release. **What problems is Projectworks solving and how is that benefiting you?** We always struggled with the combination of spreadsheets, silos of data and legacy systems not giving us an up-to-date holistic view of our business that we could make decisions from - Focus was always about past performance rather than driving next actions and increasing efficiency. **Official Response from Charlotte Steel:** > Ian, thank you so much for being an advocate for Projectworks and for taking the time to leave such an in-depth and glowing review. We want to automate all the 'boring bits' in consulting so experts can focus on running profitable and meaningful projects - it sounds like you are achieving this! Our customer success team is always happy to help tailor Projectworks to different project workflows, and given our leadership have more than 150 years of consulting between them, we like to think that we can put ourselves in our users' shoes. We're looking forward to you trying out our new custom reporting! Check out the resources I link here to get started. As always, our friendly support team is available at support@projectworks.com. ### 31. Robust application with excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Geraldine R. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Projectworks?** The application is easy to use with a modern interface. ProjectWorks replaced two other software products we were using, and it gives us more features at a lower cost. Onboarding was straightforward, and post-go-live support has been excellent. **What do you dislike about Projectworks?** Some of the screens don't have the filter options that would benefit our type of business, but it is a minor inconvenience. **What problems is Projectworks solving and how is that benefiting you?** We have a lot more on screen data regarding project and financial metrics that can easily be customized without the need to constantly download spreadsheets and manipulate data. **Official Response from Charlotte Steel:** > Hi Geraldine, thank you for sharing such kind words! It’s great to hear that Projectworks has helped your team streamline operations and consolidate tools while delivering a broader feature set at a lower cost. That’s exactly the kind of ROI and operational leverage we aim to provide. We're especially pleased that the visibility into project and financial metrics is delivering value without the overhead of spreadsheets - bringing decision-making into real time, and freeing up your leaders to focus on what moves the business forward. Your feedback on filtering options is noted and appreciated - if you contact us at support@projectworks.com with the names of the specific screens, then we can log your specific feedback in our product backlog. Thanks again for being an advocate for Projectworks - we’re glad to be part of your journey. ### 32. Must have forecasting tools for startups **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2025 **What do you like best about Projectworks?** The most helpful thing about projectworks is the real time progress it shows over our team and the forecast it provides on our runway. Those features help us in managing head counts and when changing the works on each team. **What do you dislike about Projectworks?** Nothing to dislike, it takes a while to understand the interface and once we set it up, all is good. **What problems is Projectworks solving and how is that benefiting you?** It solved our project management problem and shown us where we are making process and how our head count is spread and where is the money is being spend the most. This gives us the much needed clarity for the early stage we are in. **Official Response from Charlotte Steel:** > Thanks so much for the thoughtful review! We're really glad to hear how Projectworks is helping your team gain better financial visibility across research projects - it’s great to see our platform supporting organizations like yours in the science space. We appreciate your feedback on the initial setup - we're dedicated to making this a smooth process for all. Thanks again for being part of the Projectworks community! ### 33. Organized Management and Intuitive Interface Facilitate Daily Life **Rating:** 4.5/5.0 stars **Reviewed by:** Michel P. | Especialista em Segurança Cibernética, Banking, Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Projectworks?** Intuitive interface and the way it centralizes project and resource information, making management more organized and easy to follow. **What do you dislike about Projectworks?** So far, I have not identified any major problems. **What problems is Projectworks solving and how is that benefiting you?** It helps reduce rework and lack of visibility by offering clear reports and control over deadlines and team allocation. This improves decision-making and increases operational efficiency. **Official Response from Charlotte Steel:** > Hi Michel, thank you for your positive feedback! It's great to hear you're finding the Projectworks interface intuitive and that it's helping you stay on top of your projects and make better business decisions. Feel free to reach out to support@projectworks.com for any help you may need in the future. ### 34. No complaints at all! **Rating:** 4.5/5.0 stars **Reviewed by:** Julie F. | Operations Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Projectworks?** Projectworks has saved us so much time and effort in the invoicing process. It is extremely user friendly and intuitive and enables us to have a really good oversight of where our projects are at any moment in time. The roll out was well managed and we felt well supported, and staff and have always been extremely responsive whenever we've had a problem. **What do you dislike about Projectworks?** There aren't really any downsides. It used to be lacking custom reporting but that has launched recently, which is great! **What problems is Projectworks solving and how is that benefiting you?** Project Oversight, Planning resourcing for our people **Official Response from Charlotte Steel:** > Hi Julie, thank you so much for your kind review! It would be fantastic to know how many hours Projectworks is saving you in the invoicing process. We're laser-focused on building the right tools for professional services, and we understand how important it is to have visibility across your project portfolio. Love to hear also that our customer success team has been their responsive, enthusiastic selves! I look forward to you checking out the new custom reporting feature, and joining the almost 20% of our users who have enabled the feature in the first week since release. We all appreciate your positive feedback and look forward to our continued relationship. ### 35. Projectworks is a great tool for budget forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Projectworks?** Projectworks has good interface and we use it for forecasting our monthly budget. It has great visual options which helps us to understand and compare the task cost before starting. The export option gives us easy flow when we involve with large number of task in a short window. **What do you dislike about Projectworks?** It does the functions well and really a great tool so nothing really to dislike about, it take a little to setup but once you set it up, it is very easy. **What problems is Projectworks solving and how is that benefiting you?** Being a startup reducing burn rate is very imp to us. We needed a tool with easy access, where we can manage the project and calc the cost, projectwork solved both of the problem for us. We clearly know how much is we spending on and where before it even happens. **Official Response from Charlotte Steel:** > Hi there, thanks so much for sharing your thoughts - we’re really glad to hear that Projectworks is helping with budgeting and forecasting, and especially helping to alleviate stress during your busy periods. It's great to know the export and visualisation features are supporting your team’s workflow. While Projectworks can take a little upfront configuration, for instance, migrating your historical data into the platform, we’re happy to hear it’s been smooth sailing once you were up and running. Thanks again for taking the time to share your experience - and for choosing Projectworks. Feel free to contact us at support@projectworks.com for help in the future - our Customer Success team will be happy to support you. ### 36. User-Friendly platform for Project and Resources Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Projectworks?** The software is user-friendly and offers strong features that support effective overall project management. **What do you dislike about Projectworks?** It would be helpful if there were additional features available when preparing a budget, such as offering more detailed breakdown options for expenses. **What problems is Projectworks solving and how is that benefiting you?** The platform offers integrated management for both projects and teams. **Official Response from Charlotte Steel:** > Hi there, thank you for reviewing Projectworks! Great to see that you're finding the platform easy-to-use and that it has allowed you to centralize and more easily manage your project portfolio. When preparing a budget, it is possible to create more detailed breakdown options for expenses by using custom fields. To do this, navigate to the relevant project and go to the Budgets tab. Required fields will automatically be displayed as columns, and optional custom fields can be shown using the "Hide/Show" option. You will need the appropriate permissions enabled in your access level, such as the ability to go to Projects, access Project Settings, and maintain budgets, to edit these custom fields. This allows you to track and report on expenses with greater granularity according to your organisation's needs. Feel free to reach out to support@projectworks.com in future with any questions! Thanks once again for being a part of our community. ### 37. Best Project Management Tool For Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Manshi P. | Project Manager, Events Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Projectworks?** They have the best user interface that gives reliable work environment and all infrastructure of Projectworks is easy to use and quick implementation. Their services help a lot to manage our all business data with coordination with my team and stakeholders. **What do you dislike about Projectworks?** No, I don't have any issues with their platform instead their team help a lot to train our employees and beginners to work with their infra. **What problems is Projectworks solving and how is that benefiting you?** We can manage project workflow and finance related work at same platform without any confusion and also they gives best experience to manage us all our work with reliable and secure environment. I like their support team and user guide to manage all our team with collaborative nature. **Official Response from Charlotte Steel:** > Hi Manshi, thank you so much for your glowing feedback! We love hearing that Projectworks is working well for your team - especially that you find our user interface reliable and our implementation process quick and painless. It’s great to know our platform is making it easier to manage both projects and financials in one place, all while keeping things secure and coordinated across your team. We’re particularly proud of how our Customer Success team supports our community. Thanks for sharing your experience! ### 38. Projectworks makes budgeting way easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2025 **What do you like best about Projectworks?** I like how we can do most project related task in a single place and it is very user friendly, most of the needed features are just a click away. The data is displayed with accompanying graph which is very good for checking how we are doing each day. **What do you dislike about Projectworks?** Projectworks does everything well, we have not encountered any problem. The setup takes a while but once it is done, the tool works well and it is very easy to work on regularly. **What problems is Projectworks solving and how is that benefiting you?** We started using projectworks for assigning the task inside our team and creating the monthly budget. It has been a big help for planning and it lets us see where we are spending, how much and what we are getting done. **Official Response from Charlotte Steel:** > Thanks so much for your kind review! It’s great to hear that Projectworks has made budgeting and day-to-day planning easier for your team, centralized in one place. We especially love seeing research organisations like yours gain visibility into where time and money are going — and what outcomes you're driving. If you ever need help as your needs evolve, our support team is always here at support@projectworks.com. Thanks again for sharing your experience - and for the important work your team does! ### 39. Projectworks: Excellent, User-Friendly Project Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Projectworks?** Projectworks stands out as one of the best software programs for project management, and I find it extremely user-friendly. I also really appreciate how helpful the customer support team is. **What do you dislike about Projectworks?** In my opinion, Projectworks is still developing and has room for improvement. While it isn't flawless at the moment, I am confident that it will continue to be enhanced over time. **What problems is Projectworks solving and how is that benefiting you?** Project Cost Management **Official Response from Charlotte Steel:** > Thanks so much for your kind words and for taking the time to leave a review! We’re thrilled to hear that you’re finding Projectworks user-friendly and valuable for project cost management - and we especially appreciate the shoutout to our fantastic Customer Success team. They’ll be glad to hear it! Your confidence in where we’re headed means a lot, and your feedback helps shape what comes next. Thanks again for being part of the Projectworks community! ### 40. Intuitive and easy to use software **Rating:** 5.0/5.0 stars **Reviewed by:** James R. | Strategic Infrastructure Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Projectworks?** Easy and intuitive user interface. Quick and easy to navigate **What do you dislike about Projectworks?** Would like to see some more automation around expense submissions **What problems is Projectworks solving and how is that benefiting you?** Projectworks is helping me solve problems like timesheets, project cost management, invoicing. **Official Response from Charlotte Steel:** > Hi James, awesome to hear! Thank you for the 5-star review. We recently refreshed our UI and are pleased to hear that you are finding it easy and intuitive to manage your timesheets, budgets, and billing. Please let us know about the additional automation around expenses you'd like, and we will add these details to the product backlog for consideration. Feel free to reach out to support@projectworks.com for any assistance you might need in the future! ### 41. Great all in one tool that gets professional services **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Projectworks?** Time tracking works great alongside project budgets. It helps us see where we spend our time and how profitable it stays. Setting up new clients and projects is straightforward as well. **What do you dislike about Projectworks?** There's no native integration with Zoho Books, so we end up syncing the data manually. Zapier is an option for that but would cost us extra. **What problems is Projectworks solving and how is that benefiting you?** We were using different tools for tracking time, expense reporting and internal resource management. It was a mess and we often missed billable hours without even realizing it. Projectworks gets all of it together in one place. The biggest break is catching budget overruns and having detailed progress reports to send with our invoices. **Official Response from Charlotte Steel:** > Hi there, thanks so much for your review - we’re thrilled to hear that Projectworks is helping your team stay on top of time tracking, budgets, and profitability all in one place. We built Projectworks specifically for professional services teams, so it’s great to see that value coming through clearly for you - and that you're no longer missing billable hours! We hear you on the Zoho Books integration. While it’s not a native integration at this time, we do support Zapier as a workaround - as you’ve mentioned. We’re always assessing demand for new integrations, so your input is helpful here. Thanks again for the kind words and for using Projectworks to keep things running smoothly! Feel free to contact us in future at support@projectworks.com. ### 42. Projectworks for Consulting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2025 **What do you like best about Projectworks?** Projectworks has been a great addition to our company. The team have found it to be very easy to use, and it is great to have our historic data so we can see trends and KPIs easily. **What do you dislike about Projectworks?** It would be great if expenses could be aggregated into one expense report. The reporting could be more expanded as well. **What problems is Projectworks solving and how is that benefiting you?** Allows for real time project burn which is crucial to ensure budget integrity is maintained. **Official Response from Charlotte Steel:** > Hi there, thank you for the great review - we’re so glad to hear Projectworks is helping you stay on top of project budgets, and that your team finds the interface and historic data tracking valuable for visibility and planning. We appreciate your suggestions on expense reporting and reporting flexibility. You may be pleased to hear that we recently released a Custom Reporting feature, which gives you more control over how you analyze and visualize your data. On the expenses side, you can generate reports on all expenses in Projectworks. There are several methods available: Invoice Breakdown Reports: You can download reports that show only expenses, time entries, or both for invoices. To do this, go to any screen that lists invoices and download the 'Expenses' report. This report details each expense, including the date, description, and billable amount if applicable. Monthly Burn Report: The Monthly Burn report provides a breakdown of expense burn across all projects on a monthly basis. You can filter, compare, and analyse the expense burn by accessing this report from the Reports menu. Custom Reporting via Metabase: If you need more granular or tailored expense reporting, you can use custom reports in Metabase, provided you have the appropriate permissions. This enables you to visualize and summarize all expense data across your business. As always, if you have questions or suggestions, don’t hesitate to contact us directly at support@projectworks.com. We’d love to help and hear your feedback. Thanks again for being part of the Projectworks community! ### 43. Great to manage team allocation for non-profits **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Projectworks?** What i like most about is the Leave calendar which keeps us from following the volunteers who are unavailable and plan the events according, it saves a lot of time when we are organising science fairs which is manged by 50+ volunteers. **What do you dislike about Projectworks?** It has a great dashboard but it lacks the same features and usage on the mobile, it is missing most time management options we use and integrating with our existing tools fails sometimes, but overall ProjectWorks is a great tool. **What problems is Projectworks solving and how is that benefiting you?** Since we are an non-profit org, managing and allocating volunteer and full time member tasks is a vital job and ProjectWorks does that job well by showing us who is available and at what schedule. **Official Response from Charlotte Steel:** > Hi there, thank you for sharing your experience using Projectworks - we appreciate you taking the time to leave a review. We're glad to hear that the leave calendar and scheduling tools have helped streamline coordination for your events. While we don’t typically serve the non-profit sector, it's great to know the platform is still proving valuable for your volunteer management needs. You mentioned some limitations using Projectworks on mobile. Just to clarify - our mobile interface offers the same functionality and data access as desktop. If there are specific features or views you're not seeing, our support team would be happy to help troubleshoot or pass your feedback to the product team. As for integrations - we’d love to understand more about what’s not working for you there. Our supported integrations are stable and widely used, so if something is failing, it may be configuration-related. Please feel free to get in touch with us directly so we can take a closer look (support@projectworks.com). Thanks again for the thoughtful feedback - and for using Projectworks to support the great work you're doing! Warm regards, The Projectworks Team ### 44. Amazing Software and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Scott C. | contract CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Projectworks?** one of the most flexible and detailed service/time based software out there, its inbuilt features are amazing and provide live and up to date information for all levels inside the business. The support offered is second to none and are very responsive to any queries you have. the implementation process was a breeze from workflowMAX and the onboarding and online help/training is a breeze. **What do you dislike about Projectworks?** the only minor issue is the linking of part time employees in projectworks to xero, it doesnt utilise inbuilt public holiday calendar, but this is minor and there is a simple work around **What problems is Projectworks solving and how is that benefiting you?** identifying productivity and resourcing issues **Official Response from Charlotte Steel:** > Hi Scott, we love to hear from successful Projectworks users who transitioned from WorkflowMax! We're proud of our world-class support team and it's great to hear you had a smooth and enjoyable implementation. We are aware of the public holiday calendar improvement and it is in our product team's backlog. Thank you for sharing this feedback with us. We happy to help you in future at any time at support@projectworks.com. Thanks again for being so supportive of our team and product! ### 45. Complete and Integrated Management, But It May Be Too Much for Some **Rating:** 5.0/5.0 stars **Reviewed by:** Marcos F. | computer technician, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Projectworks?** The way he combines project management, time, and finances, simpli **What do you dislike about Projectworks?** It is a comprehensive tool, however, some custom reports can be difficult to adjust at first. **What problems is Projectworks solving and how is that benefiting you?** I denounce the lack of transparency regarding the progress of projects and the use of resources **Official Response from Charlotte Steel:** > Thanks for the 5-star review, Marcos! Make sure to contact us at support@projectworks.com if you need any assistance. ### 46. Outstanding Resource Tracking and Insightful Dashboards **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2025 **What do you like best about Projectworks?** It has strong resource and utilization visibility. It has excellent dashboard for tracking resources and timelogs. **What do you dislike about Projectworks?** Initial setup, onboarding and training the employees to use the solution **What problems is Projectworks solving and how is that benefiting you?** Projectworks is a tool used for project management and tracking resources through time logs. It serves as an efficiency tracking sheet for companies that outsource projects. The platform is helpful for updating the status of projects, managing resources, and keeping track of their time logs. **Official Response from Charlotte Steel:** > Thank you for the great review! It's fantastic to hear that our dashboards and resource visibility are delivering real value for your team - that’s exactly what we aim for. While Projectworks is known for its resource and time tracking, the platform goes much further. Beyond resourcing, we support a wide range of professional services workflows - including quoting, invoicing, expense tracking, budget management, and financial forecasting - all in one place. That means you get live project and business data without relying on spreadsheets or siloed systems. We appreciate your note on onboarding and setup too - there is some configuration needed up front if you are moving existing systems into the platform, but our fantastic onboarding team is always ready to help. If there’s anything more we can do to support you, feel free to reach out to support@projectworks.com. ### 47. Great project delivery management platform **Rating:** 5.0/5.0 stars **Reviewed by:** Greg D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Projectworks?** Intuitive and easy to navigate platform for managing our engineering consultancies projects. From timesheet entries, project budgets and timecodes we get key project delivery and financial metrics that we need to make business decisions and ensure we are profitable. **What do you dislike about Projectworks?** Tracking of individual tasks and deadlines within a project isn't really viable, however, trying to incorporate this is likely to be too complex and is better done in other software setup for that purpose. Also, some of the functionality to shift resourced hours to specific dates is not as easy as it could be. **What problems is Projectworks solving and how is that benefiting you?** Aligning effort spent on projects with the agreed budget. Allowing the planning of resources, tracking of utilisation and ensuring we making a margin. **Official Response from Charlotte Steel:** > Thank you Greg! So glad to hear that Projectworks is helping you smash your goals and ensure you're profitable. You'll be happy to hear that we are looking to release resourcing enhancements later in 2025, including drag and drop functionality. As always, feel free to get in touch with us at support@projectworks.com! ### 48. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Projectworks?** Projectworks saves us time processing month-end and gives us good insights. Projectworks was easy to implement and is easy to use, and our team was up and running quickly. We receive great customer support, and the team is very responsive. We use Projectworks daily to manage our opportunities, projects and pipeline. **What do you dislike about Projectworks?** Inability to save views—We can view data in different ways, but we need to set it up every time we want to look at things differently. **What problems is Projectworks solving and how is that benefiting you?** Providing data insights without extracting and manipulating our data. **Official Response from Charlotte Steel:** > Hi there, we are so grateful that you haven taken the time to share your thoughts and for being such a strong advocate for Projectworks. We would love to know just how much time you are saving month-end! It's excellent to hear that the implementation was smooth and that the team is finding Projectworks easy to use day-to-day - this is exactly what we expect. Regarding saving views - have you come across the "Remember my selection" option under the 'Filters...' dropdown? This lets you save and revisit the filters you have chosen. Additionally, the configuration you choose under "Hide/show/group" will default to how you have grouped/shown columns when you revisit. We pride ourselves on being a project intelligence platform, so knowing that you're drawing practical insights from Projectworks without extra admin is just what we want. Thank you again - and as always, feel free to contact our friendly team at support@projectworks.com. ### 49. Projectworks helps us manage our workforce efficiently **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Projectworks?** We use projectworks in our organisation to control the staff work allocation and the everyday scheduled and I really like how the entire setup is easy to change the staff availability even after the entire schedule has finished. **What do you dislike about Projectworks?** Great tool. Some minor tweaks with the interface would be great since it feels overwhelming if you have multiple person listing on the resources page. **What problems is Projectworks solving and how is that benefiting you?** We used to spend more time on accounting the staff resources and now projectworks takes care of it. It accurately generates the cost of each team and staff easily with great visualisation. **Official Response from Charlotte Steel:** > Hi there, thanks so much for your thoughtful review! We’re really pleased to hear that Projectworks is helping you manage staff scheduling and resourcing more efficiently - especially that flexibility in updating availability after schedules are set. It’s great to know the platform is saving your team time and giving you clearer cost visibility through the reporting. We also appreciate your feedback on the Resources page. When managing larger teams, the interface can feel a bit full. We’re always working on ways to improve usability and will be passing your comment on to our product team for consideration. Thanks again for using Projectworks and for taking the time to share your experience! Feel free to contact us at anytime at support@projectworks.com. ### 50. 100% satisfaction with ProjectWorks product and support **Rating:** 5.0/5.0 stars **Reviewed by:** Emma D. | Business Support Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2025 **What do you like best about Projectworks?** Project Works is an amazing product that allows the Project Managers to closely monitor the actual and future progress of their projects and makes invoicing efficient and hassle free. I am extremely satisfied with the professional, prompt and knowledgeable support I have received from the Project Works teams during the recent implementation of Project Works in our company. **What do you dislike about Projectworks?** It would be great if you could set start and end dates on charge out rates so when rates were updated, time in WIP was not charged at the new rate. **What problems is Projectworks solving and how is that benefiting you?** Project Works is solving the issues of real time budget tracking which is making our business more efficient and profitable. **Official Response from Charlotte Steel:** > Hi Emma, thank you so much for your kind words! We're super proud of our Customer Success team, and very happy to hear that you've felt confident and supported by them during your recent implementation. The fact that we're helping your business operate more efficiently and maximize profits is exactly what we like to see. Regarding start and end dates on charge out rates, you can set start and end dates (within a posting) on an individual user. If you leave the project/timecode rate at the old rate (even if the global/custom/posting rate is updated) then the the time in WIP does stay at the old rate. I hope that is helpful. Thank you for being an advocate for Projectworks - the whole team appreciates it! You are always welcome to get in touch at support@projectworks.com. ## Projectworks Discussions - [How does ProjectWorks stores real-time data?](https://www.g2.com/discussions/how-does-projectworks-stores-real-time-data) - 1 comment, 1 upvote - [How do I Migrate all the data from one account to another account?](https://www.g2.com/discussions/how-do-i-migrate-all-the-data-from-one-account-to-another-account) - 1 comment, 1 upvote - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment - [View Projectworks pricing details and edition comparison](https://www.g2.com/products/projectworks/reviews?filters%5Bnps_score%5D=5&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+19%3A34%3A55+-0500&secure%5Bsession_id%5D=9df14bb5-5653-4ce9-9758-dc4d6ad6b354&secure%5Btoken%5D=4ade68ff081cacda3c99416d1978d4f7e9c2c91e1755b9aef3f1ee0f2b6d0363&format=llm_user) ## Projectworks Integrations - [12d Synergy](https://www.g2.com/products/12d-synergy/reviews) - [Azure DevOps Server](https://www.g2.com/products/azure-devops-server/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Employment Hero](https://www.g2.com/products/employment-hero/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MYOB AccountRight API](https://www.g2.com/products/myob-accountright-api/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Projectworks Features **Additional Functionality** - Data Import/Export - Estimating - Timer - Multi-Currency - Customizable Reports - Alerts/Notifications - Reporting/Analytics - Real-Time Updates - Projections - Customizable Fields - Approval Process Control - Mobile App - Generative AI - Activity Dashboard - Billing & Invoicing - Budgeting/Forecasting - Resource Allocation & Planning - Access Controls/Permissions - Real-Time Notifications - AI Copilot - Summary Reports - Reporting & Statistics - Real-Time Data - Automatic Time Capture - Overtime Calculation - Clock In/Out - Productivity Analysis - Multi-Language - Employee Scheduling - Employee Database - Billable & Non-Billable Hours - Usage Tracking/Analytics **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks - Real-Time Updates **Cost Tracking** - Identification - Allocation - Standard Costs - Project Billing - Cost-to-Completion Tracking **Planning** - Resource Definiton - Capacity - Scheduling - Real-Time Data **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Automation** - Workflows - Customization - Data repository **Additional Functionality** - Project Tracking - AI Copilot - Production Cost Tracking - Budgeting/Forecasting - API - Billing & Invoicing - Progress Reports - Generative AI - Billable Items Tracking - Job Scheduling - Invoice Management - Audit Trail - Timesheet Management - Project Time Tracking - Change Order Management - Bills of Material - Third-Party Integrations - Overrun Reporting - Customizable Reports - Job Management - Time Tracking - Percent-Complete Tracking - Labor Cost Reporting - Quotes/Estimates - Cost Estimating - Purchase Order Management - Real-Time Reporting - Inventory Management - Accounting - Estimating - Task Scheduling - Activity Tracking - Forecasting - Expense Tracking - Reporting & Statistics - Job Tracking - Projections - Activity Dashboard - Bid Management - Document Management - Data Import/Export **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies - Project Time Tracking - Bug Tracking - Milestone Tracking - Task Progress Tracking - Activity Tracking - Project Tracking - Status Tracking - Progress Tracking - Agile Methodologies - Sprint Planning - Project Planning - Release Planning - Multiple Projects - Multi-Department/Project - Customizable Templates - Project Templates - Gantt/Timeline View - Percent-Complete Tracking - Reporting/Project Tracking - Goal Setting/Tracking - Time Tracking - Traditional Methodologies - Task Planning - Traditional Methodologies **Optimization** - Performance - Forecasting - Corrections **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Administration** - Permissions - Procedures - Remote Work **Additional Functionality** - Calendar Management - Shop Floor Management - Performance Management - Real-Time Monitoring - KPI Monitoring - Availability Management - Third-Party Integration - Drag & Drop - Project Management - Activity Dashboard - Recommendations - Collaboration Tools - Equipment Management - Task Management - Gantt/Timeline View - Progress Tracking - Alerts/Notifications - "What If" Scenarios - AI Copilot - For Manufacturers - Real-Time Reporting - Mobile Access - Cost Management - Scenario Planning - Historical Database - Inventory Control - Reporting/Analytics - Generative AI - Time Tracking - Resource Management - Predictive Analytics - Resource Allocation & Planning - Projections - Prioritization - Search/Filter - Timesheet Management - Workflow Management - Skills Tracking - Utilization Reporting - Approval Process Control - Access Controls/Permissions - Third-Party Integrations - Reporting & Statistics - Customizable Reports - Commenting/Notes - API - Project Planning - Assignment Management - Customizable Fields - Multiple Projects - Time & Expense Tracking - Resource Request - Data Import/Export - Reporting/Project Tracking - Capacity Management - Real-Time Notifications - Real-Time Updates - Project Templates - Document Management - Workflow Automation **Time Tracking** - Ease of Completing Timesheets - Tracking Time to Project/Task - Billable Time Rate Management - Reimbursement Management - Task Progress Tracking **Resource Management** - Resource Definiton - Capacity - Scheduling - Task Scheduling - Project Planning/Scheduling **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Critical Path - Dashboards **Client Invoicing** - Invoice Creation and Delivery - Project Accounting / Revenue Recognition - Biometric Recognition - Optical Character Recognition **Project Monitoring** - Baselining / KPIs - Resource Allocation - Activity Dashboard - Activity Dashboard **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Workload** - Resource Allocation - Workspace - Configuration - Insights **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Communication & Collaboration** - Communication Channels - Document Management - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Cost Management** - Project Budgeting - Time & Expense - Profitability **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - File Transfer **Additional Functionality** - Backlog Management - API - Retrospectives Management - Task Management - Access Controls/Permissions - Supports Scrum - Team Management - Kanban Board - Request Management - Commenting/Notes - Charting - @mentions - Planning Tools - Projections - Collaboration Tools - Calendar Management - Email Management - Project Workflow - Deadline Management - Role-Based Permissions - Alerts/Notifications - Reporting & Statistics - Customizable Fields - AI Copilot - Resource Management - Workflow Management - Template Management - Negative Feedback Management - Data Import/Export - File Management - Assignment Management - Progress Reports - Budget Management - Real-Time Reporting - Real-Time Notifications - Requirements Management - Search/Filter - Issue Management - Document Management - Release Management - For IT Project Management - Product Roadmapping - Change Management - Mobile App - Portfolio Management - Testing/QA Management - Billing & Invoicing - Risk Management - Web-based Deployment - Idea Management - Client Portal - File Sharing - Version Control - Availability Management - Productivity Analysis - Multi-Channel Communication - Forecasting - Key Performance Indicators - Remote Support - Predictive Analytics - Tagging - Feedback Management - User Management - Network Diagram - Project Management - Document Storage - Visualization - Customizable Reports - Time Clock - Reminders - Daily Reports - Configurable Workflow - Roadmapping - Iteration Management - Timeline Management - KPI Monitoring - For Small Businesses - Chat/Messaging - Messaging **Mobile Time Tracking** - Project Time Tracking - Expense Tracking - Progress Tracking - Activity Tracking - Time Tracking by Client - Project Tracking - Billable Items Tracking - Attendance Tracking - Vacation/Leave Tracking - Project Time Tracking - Leave Tracking - Budget Tracking - Online Time Tracking - Offline Time Tracking - Location Tracking **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Integration** - Front Office - Back Office - External data **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management - Timesheet Management - Payroll Management - Employee Management - Invoice Management - Calendar Management - Workflow Management - Task Management - Mobile Access - Mobile Access - Workflow Management - Compliance Management **Generative AI** - AI Text Generation - AI Text Summarization - Proposal Generation - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Offline - Accounting Integration - QuickBooks Integration - Real-Time Reporting - Third-Party Integrations - Payroll Integration - Accounting Integration **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop ## Top Projectworks Alternatives - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,720 reviews) - [Scoro](https://www.g2.com/products/scoro/reviews) - 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