ProjectWorks is great when creating invoices as the invoice can be customised easily within the invoice screen, as well as various templates that can be used.
Ease of integration - We moved from Workflowmax and it was a very easy transition. 1 person in our business set ProjectWorks up and everyone switched to using the system with little issue or frustration. Review collected by and hosted on G2.com.
Custom fields are rather limited - there's no ability to add the custom fields to certain windows which makes it hard to track the status of the project.
Setting up templates in word can be tricky with the MERGEFORMAT in word. I haven't been able to find much online to help support me through getting the templates to work properly. Review collected by and hosted on G2.com.
82 out of 83 Total Reviews for Projectworks
Overall Review Sentiment for Projectworks
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I had grown my business from 1-5 employees using Clockify for timesheets, but found it lacked the financial analysis needed to grow my business further. Projectworks has allowed us to keep track of works in progress, assign different user permissions for handling financial reporting and invoicing. We've found the forecasting and resourcing tools are also very useful and it is easy to use. We have now been able to double the size of our team using Projectworks. Review collected by and hosted on G2.com.
You can bulk import your data as part of the onboarding process. But can't bulk import additional data later, so make sure you have your structure set up at outset.
This is a great piece of software, better dashboards and report functions would make it better, but you can easily export data if you need detailed financial analysis. Review collected by and hosted on G2.com.
Projectworks is so easy to set up and start using compared to similar project management products. The reporting dashboards are great and the integration to Xero saves a significant amount of time. Review collected by and hosted on G2.com.
There is some additional functionality available in other project management systems I have used but given the price differential the additional cost is not worth it. Projectworks is priced very competitively. Review collected by and hosted on G2.com.
I love that Projectworks has continually been updating the features available so that we can continue to upgrade our ways of working. We use it to manage all of our projects and record billable hours and the experience has been intuitive. If we do ever need assistance, the support team usually replies within 24 hours! Two thumbs up from us! Review collected by and hosted on G2.com.
Sometimes there are too many options and it can be overwhelming Review collected by and hosted on G2.com.
So the best part of Projectworks is that it is very feasible for business management becasue it is specially designed plus easy to implement to help professional to better manage their organizations in the area financials or project management. Specially the customer support is very excellent as well. This is easily available with the variety number of features so we can also use this frequently with the ease of integration as well that is very important for any project management. Review collected by and hosted on G2.com.
So the dislike part of projectworks is that is very limited for customization like when an organization wants to presents anything so they will have a limited options and features. Review collected by and hosted on G2.com.
Projectworks makes easy for teams to see where resources are overbooked or underutilized. The platform enables real time team collaboration which makes easy to see project progress, share updates and maintain visibility to other teams. Also it provides financial management tools like budget tracking, cost management and invoicing. Review collected by and hosted on G2.com.
Prjectworks is difficult to use for new users. It offers limited third party Integrations. Though Projectworks provide mobile access, but it has not good experience, features are limited compared to desktop version. Review collected by and hosted on G2.com.
We switched to projectworks because it had all the basic functions (timesheeting, invoicing) plus a bunch that we had been doing in spreadsheets (forward resourcing, cashflow forecasting).
I appreciated the onboarding process, where they took our existing data and translated it to the projectworks format - saved a bunch of setup, and meant we could keep historic project data. Review collected by and hosted on G2.com.
The xero integration isn't quite as smooth as I'd like - synching invoices requires extra manual clicks, particularly if you need to edit an invoice.
I'd also like invoice templating to be more flexible - it's pretty good, but I've had to set up multiple invoice templates for each currency we invoice in - I can't populate the bank account number based on the invoice currency. Review collected by and hosted on G2.com.
We migtrated to Projectworks from Workflow Max due to retirement of the product. We've found Projectworks is much more powerful and has a number more features and integrations available that we haven't previously had available to us. When we've had questions, we've been able to reach out to the team and get responses in a timely manner. Review collected by and hosted on G2.com.
Professional services organisations all work in different ways, and we've found that assumptions made in the product for other organisations may not fit well with us. For example, how we consider utilisation (i.e. billable hours of available billable work) is not how it is considered within Projectworks, where it's considered as billed hours on projects, whether or not there were hours available. Review collected by and hosted on G2.com.
The ability to set revenue budgets over multiple months and to Forecast revenue based on contracts (signed, commited and oppertunities). This has greatly improved our ability to plan and manage cashflow. It has also given our firm actual revenue targets that we can work towards.
Another great feature for us is the ability to Resource personnel in accordance with revenue Forecast and timecodes. Review collected by and hosted on G2.com.
Projectworks can improve the Expense part of the software. We have a requirement to use this for sub consultants / contractors to whom we would like to issue multi-line Purchase Orders that can be used to manage monthly payments. Review collected by and hosted on G2.com.
Projectworks is run by a team in New Zealand, and we loved that they were a smaller Kiwi company like us. They really take on board feedback, ideas, suggestions and actually act on it. The regulalrly push out updates and changes and those changes actually add value to the end user rather than being a useless feature that does nothing but push the price up (what we experiend with larger products). They had a really supportive and hands off onboarding process and its a very refreshing change to have a team that are in the same timezone as us. Review collected by and hosted on G2.com.
There isn't as much flexibility in the project configuration and budget settings as som e competitiors but thus far we have always managed to make it work. Review collected by and hosted on G2.com.
