Project budgeting and resourcing provide a good view of resource availability across the business. and includes timesheets/writing Review collected by and hosted on G2.com.

how the system handles a variation on an existing project. We create a variation on the project and send out a new quote; however, the system automatically assumes this is approved and adds it to the budget. You can lose the view of approved budget vs variation requests and approved variations. It would be great if a variation could be completed but not added to a budget until it's approved. Timecode visibility: when reviewing proposals, it's difficult to see if the team has got the pricing right. It would be great to have a summary on the project-level effort by person and by team on a project. Proposal management - it's good to see the new feature. Previously, it was next to impossible to track proposal status; once it was a live job, great stuff. Sometimes, you have to click a few times to get where you need to go. example, if you have a custom field across all projects, you have to click the project, settings, Additional, then the custom field. Generally, this is getting better across project works Review collected by and hosted on G2.com.

Managing resourcing, project forecasting, and profitability is straightforward. All project leaders can manage their own project resourcing and finances, which brings clear visibility across the overall practice. It also makes it easy to spot and address any over- or under-resourcing, as well as handle any budget overruns. Review collected by and hosted on G2.com.

We have a couple of issues with the software. First, there’s a lack of integration with our accounting software, MYOB. Second, the reporting currently includes subconsultant fees; we’d like the ability to filter reports so they do not include subconsultants, and to view comparisons based on our own invoicing. Review collected by and hosted on G2.com.

I really like Projectworks for its simple and easy-to-use user interface, which makes navigation a breeze. It's quite customizable, allowing us to adjust access levels to fit our needs, and it doesn't take long to learn. The extensive data access is a major plus since we can easily connect it to other tools like Fabric for our visualizations. We've been able to tailor Projectworks to our specific needs, which is a big advantage as our business grows and changes. There's also a lot of helpful information available online through their knowledge base, and the support from their team has been quite good. Additionally, I appreciate how Projectworks integrates well with other tools, making it adaptable to our various business processes. Review collected by and hosted on G2.com.

Projectworks does have some performance issues, especially with slowdowns when handling a lot of timesheet data and generating invoices, which can really slow us down. There are also limitations in tracking and viewing project delivery data like project status reporting, which isn't well-supported, making it a challenge to use for business reporting. We also find it difficult with the structuring of the organization within Projectworks, as it only allows for two tiers, which limits our flexibility. The invoicing process is another area we find challenging, it's quite manual, and setting up recurring invoices isn't easy and processing of time and materials invoices in particular is very manual. It's a bit cumbersome to manage different rate cards across numerous projects due to the heavy admin support required. Additional features, like the ability to duplicate budgets and time codes, would definitely enhance our experience and make things smoother for us. Review collected by and hosted on G2.com.

It’s structured specifically for PS businesses, and the most important metrics are highly visible and easy to take in at a glance. The API and SQL interfaces are especially handy for more advanced or complex reporting needs. Performance could use a bit of a boost in a few places—some screens are slow to update or refresh—but overall it’s solid. Pricing is reasonable, the product is relatively basic but works well. Support is awesome - never wait more than 24 hours for a response and mostly within the hour. Onboarding was a breeze - it took a few trials to confirm it was a tool we wanted to use - but once we had the bones in place it added value fast. We abstract our AI from the tool itself - we use the interface tooling to extract and manipulate the data externally, Review collected by and hosted on G2.com.

I dislike the lack of trend data. Is people's BU increasing/decreasing or flat-lining? There is a richness in seeing trends over time that I think is a huge miss. We dump data and run the trend reporting outside the system itself. We also find resource wrangling is painful - allocating, re-allocating, moving and shuffling resources takes a lot of our week. Our work is highly dynamic and the UX is average. For example - the unlinked project start date, if that was a live date that when you changed it realigned your resourcing to the new start date that would save huge amounts of time and effort. Misses a few NTH's as well. Copy a ratecard would be good. Cloning a project should allow you to take resources etc - coupled with a live start date. We have projects that extend year on year or quarter on quarter with little to no changes so having a richer clone function would help. Review collected by and hosted on G2.com.

Timesheet entries feel very intuitive. Leave calendar & balance are easy to find & review. Resourcing & forecasting tabs work well, in that same vein I like that you can save a set filter on the company wide tabs like invoicing, resourcing, etc. Seeing time added to invoices is easy to manage. Review collected by and hosted on G2.com.

In individual invoices when looking at time entries, if the associated comment is long, then it trails off the side of the screen and there is no way to view the entry without leaving the invoice, going to the job and finding it. Though long comments I find haven't worked well in general when it comes to viewing them after the fact. The dashboard is mostly useless to me, more customization would be appreciated. Just an idea but a hybrid time entry system would be good, the option to have it so that decimals (i.e. 2.5) would be 1hr 30min, but adding just 15 or 30 would be in minutes. Though not really a problem, I know you have the option to switch between the 2 in settings. It would be good to have the option on a job to automatically add the project manager to all timecodes - at the moment if I try to enter time into a job I'm managing on the timesheet, and I'm not assigned to a timecode, then I have to get out, go to the project, add myself then go back to the timesheet, when as the manager it should be automatically allowing me to make time entries. When adding resourcing I usually want to get in and adjust this week, maybe next too, so when I hit add resourcing and it asks for a project, I want to just add that to my page as an empty resource to be filled and adjusted. Would be good to have a quick add options instead of going the long way and having to change the default 10 weeks of spread to 1 week then adding time, etc. Forecasting is mainly good, but since it doesn't show up in a compact format, it would be good to have the option to not show hourly rates timecodes, as they aren't forecast to invoices, and I don't want the clutter of having to scroll past them. Could we have the option in expenses to paste screenshots directly to the expense? Otherwise if I'm claiming Kms or Uber like I normally use it for, I have to save a screenshot to a download folder, then upload that, then delete the screenshot. Whereas if I could hit screengrab, drag across the needed area and paste to the expense, then it would make it a lot easier. In the leave requests, I'd like to have an option to see "all time" in the requests, at the moment this year and next year the widest options and they don't show everything, especially coming to the end of year. In invoices - can we have the option to reject an invoice so that the finance manager can see it's been rejected? At the moment I can leave it as a draft or delete it entirely, both of which aren't particularly informative. Maybe have a reject button, that the finance manager can confirm then it would delete itself or adjust time in the job to next month. In that vein maybe not reject, but 'postpone'. In the projects section can we have a filter for all projects that you have added time to, not just project manager? More often than not I am the one managing but hasn't been transferred over to me in PW, so a simple way to go through and check all those would be nice. Review collected by and hosted on G2.com.

It contains all the tools we need to take a project from start to finish. It isn’t biased toward one feature; instead, the program clearly provides end-to-end solutions. Furthermore, it offers flexibility and customization options, allowing us to tailor the product to suit our business needs. Review collected by and hosted on G2.com.

It’s not really about a dislike, but it would be very handy to have some mass-updating features. For example, when we’re entering a new financial year and need to update everyone’s cost/post rate, it would be great to be able to export a template from Projectworks into a CSV, then import it again after updating the CSV file.

Another small feature request: when we choose an hourly-rate job, it would be helpful if the budget could align with the final invoiced amount. Review collected by and hosted on G2.com.

Projectworks helps manage budgets, invoicing, forecasting and resourcing and makes it a breeze. We have a highly active agency environment where we constantly have new projects starting and budgets changing as well as flexible resourcing. Projectworks makes this easy by allowing us to spin up new projects assign and adjust resourcing and see overviews of forecasting.

In particular it's great that there are collated views of all projects for all the above as well as the resourcing by availability view which makes noticing scheduling gaps a breeze Review collected by and hosted on G2.com.

I find Projectworks UX can be a bit counter intuitive at times. If i want to quickly make a budget top up for example it can be a bit of a hassle dong math manually. If PW had an ai assist feature I think it would really help for jobs like this Review collected by and hosted on G2.com.

It's easy to use, and we can host billing and resourcing with projects in the one place. I am very keen for the new addition currently in beta phase of the project onboarding / CRM element as that will bring together another key benefit for our business in the one place Review collected by and hosted on G2.com.

We don't use the resourcing as much as we should, for our team we need this to be more detailed, but we have struggled to find this on any platform. Ideally, we would like a more detailed resourcing tool that allowed us to work in a gantt chart and allocate tasks to team members. If PW could collab with something like Quilla for prettier project proposals that would also be amazing. Review collected by and hosted on G2.com.

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.