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.

The way this tool streamlines project and resource management is impressive. Its intuitive interface allows for easy tracking of progress, making it straightforward to stay updated. Overall, I find it to be a highly efficient solution for companies seeking complete visibility into their projects. Review collected by and hosted on G2.com.

This is a very comprehensive tool, though there are a few areas that could use improvement. One notable aspect is the initial learning curve; with so many features available, some screens—particularly those related to reports and dashboards—could benefit from greater customization options. While the support team is efficient, I feel the documentation could be more thorough. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We use projectworks to keep our team together and the data in one place. It works for all team and keeps everyone up. Everyone sees only the tasks they are assigned to and the reminders help us keep with the deadlines. The visual planning and forecast show how the team are progressing every day. Review collected by and hosted on G2.com.

Setup and onboarding process takes a while and it is time consuming since we had to take into multiples. All in all Projectworks is a good project management tool and good for teams who have a lot going on. Review collected by and hosted on G2.com.

ProjectWorks offers a robust structure that supports professional services firms as they establish themselves or expand their footprint. The platform makes it easy to manage multiple time codes per user. It enables both billable and non-billable time tracking. This flexibility makes it easy to design complex project structures without any hassle.

Additionally, the platform offers robust support for professional services resourcing scenarios. These features include easy tracking of utilization and providing a clear visual representation of when individuals become available for new projects. Lastly, the platform offers robust reporting capabilities out of the box. While the platform offers comprehensive built-in reporting, it also supports the development of custom reporting via SQL views at no additional cost. This connectivity allowed our team to develop custom reports tailored to our organization. Review collected by and hosted on G2.com.

The team at ProjectWorks has designed the platform as a comprehensive, end-to-end solution that covers everything from time tracking to invoicing. While this is fantastic for newer or smaller firms, it may not be as ideal for more mature firms or those with multiple lines of business, as some of the features may overlap with existing systems and go underutilized.

Another challenge we encountered was the rigidness of built-in reporting. The platform's out-of-the-box reporting is comprehensive, covering key metrics such as utilization and project profitability. However, our finance team did not always find it intuitive. As a result, we had to develop external reporting solutions to obtain the necessary reporting. The platform enables this type of development out of the box, but it required additional investment on our part.

It's worth noting that ProjectWorks has introduced a new custom reporting module, which we have not fully evaluated at the time of his review. It may address these concerns for future users.

Finally, while the resourcing features are flexible, the out-of-the-box resourcing tool has some limitations when it comes to larger managed services. We found that it required custom reporting to handle more complex resourcing needs. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.