Projectworks Reviews & Product Details

I like having a single system in Projectworks that records resource allocated for each project and compares it against the fee allowed for the project. It's valuable because it aligns resource management with project fees, and I appreciate how fees are forecasted and invoiced directly from the system. The initial setup was very easy, which was a bonus. Review collected by and hosted on G2.com.

Projectworks does not clearly state the percentage margin of each project after considering all expenses and labor against the project. The margin reporting is unclear and doesn't make sense to me. To get accurate reporting on how projects are tracking, we need to use Excel to separately calculate and total revenue, burn, and expenses manually. Additionally, there are limited reports across companies, such as comparing how companies perform in terms of revenue and margins over a 12-month period. Also, some better support with regards to reporting is warranted. Review collected by and hosted on G2.com.

The resource view is probably the most useful part for me. I can see how work is distributed across the team and identify conflicts without digging through every individual development task. Review collected by and hosted on G2.com.

Some updates have landed later in the day than I would have preferred. When I'm trying to get a current picture before making a decision, that can mean an extra follow-up. Review collected by and hosted on G2.com.

I use Projectworks for both project and resource management, and it has really helped me with project delivery and keeping my team organized with workloads. I like that it gives me clear visibility around the project, managing the track of my project and team capacity with resources. The reporting management and informed decision-making features are good, as they help me understand the project progress, team workload, timelines, and overall task progress. The initial setup was easy and straightforward, making the start with Projectworks good. Review collected by and hosted on G2.com.

I think the depth of customization and the reporting dashboard could be improved. It would be helpful to have the ability to create a fully customized widget and have more reporting templates or something that's category-based. Review collected by and hosted on G2.com.

Projectworks has been helpful because it combines all the features we were looking for in a project management software. It took a second to get the hang of some of the features because there are a lot (this is a good thing) but we felt that we always had someone to reach out to with questions. Projectworks does integrations with Xero well and will help us with proper management and calculating individual project profitability. I appreciated the Projectworks team helping with the migration and follow-up support. We are paying the same amount as what our previous software costed but Projectworks has more features and a lot more support and walk-through. Review collected by and hosted on G2.com.

There were a few things we thought would make the software a bit more user-friendly such as adding more characters to certain text boxes or preview boxes before emails get sent out. We brought these recommendations to Tony and he gladly took the feedback and said he would pass it on to the Projectworks team. We had some questions about how to add certain information and Tony showed us how to do it. So the items we disliked were addressed because Tony coached us through them. Review collected by and hosted on G2.com.

Live project financial data is really important to us and this works really well. The interface is pretty intuitive and the recent improvements to the budget loading fields have improved our efficiency, especially the top down $$ feature for timecodes. This has saved heaps of time when building bottom up budgets. Review collected by and hosted on G2.com.

I find the new reporting tool a bit more difficult to use. It seems more like a SQL database query tool which is challenging to use if you are not software focused or have a background. This generally results in us having to contact PW support to help build the report.

Being able to copy budgets within projects would be really helpful and save us more time. Some of our projects have repetitive budget requirements and being able to copy these would save hours. Review collected by and hosted on G2.com.

The forecasting and then subsequent invoicing from that forecast Review collected by and hosted on G2.com.

inputting expense lines - we have multiple sub-consultants that send us 1 bill for multiple budget lines and i have to enter it manually several times. and there is NO smarts for extracting that information. For example for any operational expenditure for the business I use DEXT which I have an email address I send to, it extracts the data from the invoice, I check and adjust (which it then remembers) and I can have multi lines that are associated to different accounts/ budgets too. .... it just makes the manual side very MANUAL Review collected by and hosted on G2.com.

I think the depth of information that we can add along with Project Risks, Industry type or any other custom field that we can add. Projectworks has been a helpful tool to understand gross margin, project status, and key trends that we need in operations. In terms of UI/UX I think it's simple and very straightforward. Some icons just needs further improvement. Love that it has integration options for xero , and an sql database connector for Azue to looker studio. In terms of performance, no downtime that I can recall. Very reliable in getting accurate data required. In terms of pricing i think we're getting the value out of Projectworks as we use it to drive key business decisions. In terms of support, we get immediate answers if ever we need help. One thing that would be very useful to is to have AI Claude connector, AI . AI Would really help automate things around encoding. Review collected by and hosted on G2.com.

The least thing I dislike about projectworks is pinning timecodes manually, whenever I create a timecode that should already be pinned automatically on the user's timesheet. Review collected by and hosted on G2.com.

It is really quite user friendly with clear prompts and self-help guides available. Help to just streamline projects and does exactly as asked without unnecessary inefficiencies. Review collected by and hosted on G2.com.

I haven't really had any issues with Projectworks especially after the latest update. I guess it depends on how an organisation likes to establish their workflows, but i know that Projectworks has the capability to do a lot more than my organisation actually uses it for. Review collected by and hosted on G2.com.

I like that Projectworks keeps track of everyone’s billed and forecasted hours in one place. The interface is easy to use, and entering my hours for different projects is simple and straightforward. Review collected by and hosted on G2.com.

I sometimes forget to change the code I’m billing to when a project moves between blocks, like pre-construction and construction, and end up billing to the wrong slot for a while. It could be user error, but it would help to set timeframes for each project stage and get a reminder when it’s time to change codes. Review collected by and hosted on G2.com.

The time tracking is straight to the point, the leave section is great and intuitive, there's also a comprehensive leave calendar, there's MCP integrations and everything is easy to set up and onboard users. The whole system is fast and reliable. Review collected by and hosted on G2.com.

There are some specific things from a delivery management standpoint that are missing, but I know it's hard to cover all edge use cases. Review collected by and hosted on G2.com.