The transition from using the forecasting tool to being able to prepare an invoice.
I also like the access level settings and being able to create these to align with staffing groups. Setting up custom fields is another feature I like. Review collected by and hosted on G2.com.
The data migration wasn't exceptionally smooth, so we have had to make a lot of adjustments and still come across invoices not assigned to the correct budgets etc.
Another thing I struggle with is some of the limiting filters, especially in the time entries tab - it would be beneficial for us to be able to filter by Budget.
A stronger search function. All of our projects start with 80XXX - would be good to be able to search for XXX and the project to pop up. Review collected by and hosted on G2.com.
Thank you for sharing your positive experience with Projectworks, including the transition to preparing invoices, access level settings and custom fields - they are something we've very intentionally worked on with firms. It's also great to hear that your accounts teams are finding value in creating custom reports with Projectworks. I will pass on your feedback around search, filtering and migration. We look forward to bringing you further enhancements to Projectworks this year and thanks again for your support.
