Projectworks Reviews & Product Details

I love how easy it is to build budgets for jobs and keep track of progress against these budgets with Projectworks. The integration with Xero is seamless, making invoicing a breeze by automatically syncing invoices, which ensures that I can issue invoices for the correct amounts without extra hassle. The flexibility of the report screens is another standout feature, as I can customize what is shown and how the data is grouped or filtered to suit my needs. The intuitive and easy-to-use interface makes navigating Projectworks extremely user-friendly, simplifying my project management tasks. This combination of features makes Projectworks an invaluable tool for managing my projects efficiently. Review collected by and hosted on G2.com.

Some of the WIP functionality in Projectworks was unclear, forcing me to learn by trial and error. I didn't realize that Draft expenses or Resourced time were included in the WIP, which led to confusion. Additionally, writing off unbilled expenses or time is cumbersome, especially when billing in advance for agreed amounts. I would like improvements in how WIP balances are calculated and reported. It would also be helpful to have an easy way to clear all unbilled or pre-billed amounts with one action to effectively close a job out of WIP. Review collected by and hosted on G2.com.

Having all aspects of employees, companies, projects, timesheets and invoicing in one package is time saving. The integration with XERO is a great advantage. From the time we contacted ProjectWorks for a new software platform till now has been a very good experience. When we began, the communication was very easy and it was almost like we were writing our own requirements. Would highly recommend ProjectWorks. Review collected by and hosted on G2.com.

The build your own reports seems a little clunky and hard to follow. Review collected by and hosted on G2.com.

I love Projectworks for project management, invoicing, and resourcing. It has halved the time taken for our invoicing process and provides much more of an overview of how the project's tracking. I appreciate the intuitive and simple interface, which is easy to use. I also value the ability to filter and hide/show things on certain screens without having to run a specific report. Review collected by and hosted on G2.com.

There are a small few things I would like to see improved. Within the invoice editing screen, being able to view the budget and what has been invoiced so far would be hugely beneficial. Also, being able to manually mark actions against invoices and expenses would tidy up the interface a lot too. Review collected by and hosted on G2.com.

The visual timelines make it easy to spot delays early, before it even happens. The reports and charts on each dashboard make it all visual and easy to understand. It has good Integrations with the tools we already use like integrations with salesforce make the data easy to switch and export if need. Review collected by and hosted on G2.com.

The tool is great and has everything we need, if it needs improvement it has to have more templates and automated workflow of frequently used operations would be a plus in making it much better. Review collected by and hosted on G2.com.

Simple yet powerful interface, good defaults set up, able to configure and control most important aspects.

Support has been really on point during our whole journey, from the sales stage to the onboarding and ongoing support.

Great integration support via API with some built-in integrations available out-of-the-box. Review collected by and hosted on G2.com.

Certain features such as the definition of week boundaries (if Monday is the first day or Sunday, etc) or defining how certain metrics are calculated can't be changed, nor can people hold multiple positions/rates on a single project simultaneously. But these are easy enough to work around. Review collected by and hosted on G2.com.

Projectworks provides a clear overview of projects, resourcing, and financial performance all in one place. The ability to forecast revenue and staff utilisation makes it much easier to plan workloads and manage budgets. The interface is intuitive once set up, and the reporting tools are powerful for monitoring performance at both project and company level. Their support team is also responsive and genuinely helpful. Review collected by and hosted on G2.com.

Some areas can feel a little long winded, for example, editing timesheets or retroactively updating project budgets requires extra steps. The integration options could be broader, and the initial setup and permissions configuration can take time to get right. However, once implemented, the system runs smoothly. Review collected by and hosted on G2.com.

I love Projectworks for its user-friendly nature, making data adaptation and timesheet entry modifications straightforward, and invoicing exceptionally easy. Its functionality is well-suited for forecasting and provides a clear snapshot of our workload and progress with its efficient dashboard and intuitive interface. This allows both administrators and project managers to quickly access necessary information. Additionally, Projectworks' adaptability is impressive as it evolves with technology, notably in AI integration, and continuously develops to cater to customer needs. The custom reporting feature is a major advantage, helping us utilise data efficiently. Transitioning from WorkflowMax to Projectworks was exceptionally smooth, facilitated by a responsive and supportive team who made sure our custom fields were integrated seamlessly, enabling a quick operational start. Their openness to feedback and dedication to enhancing the product stands out, supported by a fantastic support team that offers prompt solutions and follow-ups. Moreover, Projectworks' integration with Xero for financial management is incredibly beneficial, ensuring a streamlined workflow for invoice management. Review collected by and hosted on G2.com.

The inability to directly invoice from Projectworks and add necessary attachments from our server is one area they could enhance. Currently, I have to export invoices to Xero, as I can't modify the email or include additional attachments directly within Projectworks. I wish Projectworks had the capability for customising emails as you are sending them out and attaching documents from our server, to streamline the invoicing process entirely within the platform. Review collected by and hosted on G2.com.

Assessing the project burn and tracking time spent on billable and nonbillable projects. Review collected by and hosted on G2.com.

Cant use it for actual invoicing on domestic market due to specific system in place in Serbia, using other platform, invoicing in PW only to keep track by PMs.

No financial summary based on selected currency. Review collected by and hosted on G2.com.

Reporting, forecasting, and ease of use. The platform is intuitive and simple to use yet has a wealth of features and information Review collected by and hosted on G2.com.

Most of what I am struggling with I think is a user-issue and not understanding the full capabilities of the platform yet.

Updating timecodes on projects individually that haven't pulled through due to poor set-up. resolving the issue after the fact is quite time consuming Review collected by and hosted on G2.com.

I use projectworks for its financial forecasting and visual reports. The financial forecasting based on past data help us understand and anticipate the upcoming quarters. I like the visual reports that show the project and head count progress in real time and easier than going through the data all the time. Review collected by and hosted on G2.com.

If I have to pick one thing about projectworks as a disadvantage, then would say it is a bit overwhelming for beginners like me. As a portfolio manager, I oversee multiple portfolios so it feels kinda of heavy at first if you are not used to it every day, so the interface can be made better. Review collected by and hosted on G2.com.