Thanks so much for taking the time to share your experience! We’re delighted to hear that Projectworks has made day-to-day financial tracking and timesheet management easier, and that the intuitive interface, simple setup, and quick data export options are supporting your workflow. It’s great to know the platform is helping your team stay on top of resourcing and budgets with less effort.
Enhancing how resourcing data is surfaced across the platform is an area we’re actively exploring.
In the meantime, you can view metrics such as under-resourced, over-resourced, and average resourcing in several places within Projectworks:
Executive Dashboard: This provides a high-level overview of utilisation performance, including previous, current, and next month. Clicking the utilization percentage opens the Utilization Target report for a detailed breakdown.
Utilization Target Report: Accessed from the Reports section, this shows utilisation at organisation, team, line manager, or role level. You can apply various filters to tailor the view.
Individual Utilization Reports: To see details for a specific person, click their name in the Utilization Target report or use the Utilization menu within their profile.
We really appreciate your suggestions around interactive dashboards and your feedback has been shared with the Product team.
Thanks again for your thoughtful review and for being part of the Projectworks community!