G2

Joshua B.

Director of Global Delivery

Mid-Market (51-1000 emp.)

6/26/2025

"Flexible PSA platform with strong time tracking and resourcing, ideal for growing firms"

4/5

What do you like best about Projectworks?

ProjectWorks offers a robust structure that supports professional services firms as they establish themselves or expand their footprint. The platform makes it easy to manage multiple time codes per user. It enables both billable and non-billable time tracking. This flexibility makes it easy to design complex project structures without any hassle.

Additionally, the platform offers robust support for professional services resourcing scenarios. These features include easy tracking of utilization and providing a clear visual representation of when individuals become available for new projects. Lastly, the platform offers robust reporting capabilities out of the box. While the platform offers comprehensive built-in reporting, it also supports the development of custom reporting via SQL views at no additional cost. This connectivity allowed our team to develop custom reports tailored to our organization. Review collected by and hosted on G2.com.

What do you dislike about Projectworks?

The team at ProjectWorks has designed the platform as a comprehensive, end-to-end solution that covers everything from time tracking to invoicing. While this is fantastic for newer or smaller firms, it may not be as ideal for more mature firms or those with multiple lines of business, as some of the features may overlap with existing systems and go underutilized.

Another challenge we encountered was the rigidness of built-in reporting. The platform's out-of-the-box reporting is comprehensive, covering key metrics such as utilization and project profitability. However, our finance team did not always find it intuitive. As a result, we had to develop external reporting solutions to obtain the necessary reporting. The platform enables this type of development out of the box, but it required additional investment on our part.

It's worth noting that ProjectWorks has introduced a new custom reporting module, which we have not fully evaluated at the time of his review. It may address these concerns for future users.

Finally, while the resourcing features are flexible, the out-of-the-box resourcing tool has some limitations when it comes to larger managed services. We found that it required custom reporting to handle more complex resourcing needs. Review collected by and hosted on G2.com.

What problems is Projectworks solving and how is that benefiting you?

ProjectWorks helps us centralize and streamline core delivery processes for our professional services work. These processes include time tracking, resourcing, and reporting on project finances reporting. By supporting multiple time codes per user and offering robust, out-of-the-box resourcing tools, the platform has enabled us to model complex project structures easily. It has also provided accurate data to power our redeployment and utilization management processes. Review collected by and hosted on G2.com.

Response from Charlotte Steel of Projectworks

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Hi Josh, thank you so much for taking the time to write this in-depth review! We're thrilled to hear that Projectworks has helped you to manage time tracking, resourcing, and reporting. We do understand that there may be some overlap between Projectworks' functionality and other tools, given our focus on supporting services professionals throughout the project lifecycle. We hope that the new custom reporting feature will meet your needs and eliminate the need to develop and/or use external reporting solutions. Thank you again for being an advocate for Projectworks!