What I value most about Projectworks is how effectively it centralizes and streamlines the management of our consulting business across the US, New Zealand, and Australia. It brings resourcing, time and project management, invoicing, financials, and organizational reporting into one cohesive platform, making it a true single source of truth for our teams. It’s simple and intuitive for day-to-day users, while also powerful enough to support complex, multi-geography operations. The level of customization available means we can shape the platform to capture the data that matters to us and adapt it as our business evolves. I also like how well Projectworks integrates with the rest of our ecosystem, particularly Power BI for deeper reporting and Xero for invoicing. Bringing these systems together gives us clear visibility and enables more informed decision-making for stakeholders at every level. Above all, the continued enhancement and evolution of Projectworks over the years has kept it aligned with our changing needs, and that ongoing development is something I really value. Review collected by and hosted on G2.com.

I find the reporting functionality in Projectworks could be improved since, in certain cases, it is easier for me to export the data and create custom reports externally. Another issue is that the platform occasionally experiences slowness, though it usually doesn't last for extended periods. Review collected by and hosted on G2.com.

This tool has consolidated our invoicing, forecasting, timesheets, and resourcing into a single platform, replacing the multiple spreadsheets and folders we previously relied on. Before, no one person had a clear overview of all this information.

Onboarding team were great and support has been very good since and interface is easy to use. Seemed much more intuitive than other systems we had tried. Review collected by and hosted on G2.com.

It would be great if resourcing and forecasting were automatically linked. We see this feature is on the future timeline for new features and when implemented will be a great change. Review collected by and hosted on G2.com.

What I like best about Projectworks is how it centralizes project tracking, resource allocation, and time management in one place. The interface is straightforward once you get used to it, making day-to-day smooth. I use it regularly and it has helped improve visibility across projects while keeping everyone on the same page. The initial setup was manageable and the guidance provided made the implementation process smoother. I have contacted their customer support and they helped me with the query within a few hours, which was a great experience. The reporting tools and forecasting features are useful for planning ahead and the integrations with other platforms make it easy to keep everything connected without extra manual work. Review collected by and hosted on G2.com.

I like almost everything about Projectworks. It's an easy-to-use platform and my experience with it has been smooth and positive. Review collected by and hosted on G2.com.

I like that Projectworks provides excellent support and intuitive onboarding, making the initial setup very smooth. The tool effectively aids in project financial management through time tracking, invoicing, expense management, and internal project management. It offers significant insights through great data analytics and flexibility in formats, helping in tracking multiple organizations within a single tool. The custom reporting feature stands out as a distinct advantage, providing necessary differentiation and value. Additionally, the responsive team facilitates a seamless transition by efficiently uploading historic data. Review collected by and hosted on G2.com.

I find that the expenses management feature in Projectworks is still a bit of an afterthought. It's frustrating that I can't email receipts with invoices automatically or generate a comprehensive expense report. Additionally, linking an expense ID to the breakdown report is not possible, limiting the depth of financial tracking and reporting. The lack of these features makes managing expenses more cumbersome than it should be. Review collected by and hosted on G2.com.

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.