Projectworks Reviews & Product Details

My fav features are the timelines and reminders. The time tracking works well too and keep us on track of all the project deadlines. Reports and dashboard are visual which are especially useful when coordinating across different teams and easy to share with our partners. Review collected by and hosted on G2.com.

User interface looks great but when using the experience is bit hard. So what would be better for the users, is that only essential features can be near like on sidebar and advanced or less used features can be under the settings so it be easy for lite users. Review collected by and hosted on G2.com.

As a consulting firm, we needed a platform that truly understands how we work — one flexible enough to manage complex projects with varying rates, roles, and timelines. The newest updates have made a noticeable difference, with a cleaner interface and improved usability that makes navigating projects much smoother.

What really sets this tool apart is the ability to see profit margins by project and adjust costs directly at the project level — that insight has been invaluable for keeping both our financials and staffing in balance. Unlike other software we’ve tried that never quite fit our workflow, this platform delivers a seamless experience across financial, people, and project management functions.

Finally, their customer support team is exceptional — highly responsive, even across time zones, and genuinely committed to finding solutions. They stay with you until your issue is resolved. It’s a rare combination of capability, adaptability, and service that makes this platform stand out. Review collected by and hosted on G2.com.

The platform take a bit to get your head around. There are a few basic operational aspects that without understanding do create some frustration. Once that is illuminated... all good. Review collected by and hosted on G2.com.

I use Projectworks as an admin for project management, time tracking, and invoicing, and it has become an essential tool for running our operations smoothly. It’s fantastic for keeping track of all project work, monitoring employee time accurately, and managing client invoicing in one place. The platform’s reporting capabilities are especially impressive — there’s an enormous catalog of reports you can build, which provides deep visibility into project performance, utilization, and financials.

Overall, Projectworks is an excellent, comprehensive platform that combines project management, time tracking, and invoicing in a clean, reliable system. With a few workflow enhancements, it could easily be a five-star solution. Review collected by and hosted on G2.com.

My only real suggestions for improvement would be:

Offering tutorials or guided learning resources for the reporting features — they’re powerful but can be a bit complex for new users.

Adding a feature to auto-prepare draft invoices at the end of each month, so that when admins go to generate invoices, they’re already staged and ready for review. Currently, the “Invoices” section only displays what’s been generated, but a draft-mode view would save time and streamline month-end billing. Review collected by and hosted on G2.com.

Organisation-wide visibility with an interface that’s easy to use. It’s highly configurable to both user and business needs, and the forward resourcing and forecasting functionality is particularly valuable. Review collected by and hosted on G2.com.

Not much, honestly. I’m still working on getting the reporting configured to fit our specific business needs, but since they released custom reporting, it’s been getting better every month as I continue to refine it. Review collected by and hosted on G2.com.

Setting up new projects, tracking time across the team. Quickly seeing spend for the month alongside expenses. Adding new members, adjusting access levels and detail, adding new clients and projects

Your support team is very helpful, both as a channel to provide feedback on software updates/functions that may be useful, and to provide guidance on a tool/feature I am unfamiliar with.

My monthly invoicing has gotten much quicker and with a few small system changes, will easily solve our invoicing delays.

Everyone on the team uses PW daily, and have all noted it as a significant upgrade to our previous time sheet approach Review collected by and hosted on G2.com.

I have trouble uploading old work (Previous spend etc) to before I was onboard. I understand this is usually included in onboarding, but if there was a way to add 'spend to date';, this would make uploading clients with historic invoices much easier. I currently add an input each month of historic spend in the timesheet/timecodes section and void the exported invoice as a work around.

It would also be great to create sections/new budgets that act as extensions to previous budgets. We often receive 3 month extensions that are different to previous budgets (in rates and total hours). Currently I have to create new projects each time to allow this, even though we are still on the same budget. Simply adjusting rates and hours to an existing timecode/project breaks the tracking or projections I need for my reporting.

With expense reconciliation, I am having significant trouble migrating to project works. Two key reasons are:

1. I am not able to set GST per expense if needed. I purchase products that are partially govt and partially broker (i.e. infotrack govt database searches through a broker.) By nature, the GST is unique to the product as the broker fee (The GST inclusive part of the price) varies. Simply allow the Admin etc to override the GST box, and calculate the resultant % GST or vice versa would allow this. I can not set a GST amount for their 300 uniquely priced products, so I will continue using XERO for expenses

2. We do site visits with 5-20 purchases (Flights, food, accommodation etc) per visit. I do not want 5-20 reconciliations going to a colleague each time, so a combined expense function would be helpful here. For now, all costs are input as a single expense, but this raises errors with tallying and the above mentioned GST issue. Review collected by and hosted on G2.com.

We spent time reviewing a lot of different project management solutions and settled on Project Works for it's simplicity, price, integrations with our other software and the speed of implementation. We have not been disappointed. Customer service is excellent, responsive and tailored. The implementation team were phenomenal and has us up and running quickly with data migration and various forms of training. The team are enjoying using the system and we are benefiting from the new level of data we have to run the business. Recommend Project Works highly. Review collected by and hosted on G2.com.

Some very small items could be improved in the interface but updates are being made regularly so it's getting better and better. Review collected by and hosted on G2.com.

Honestly, it just makes everything easier to see. Before Projectworks, it felt like bits of information were scattered everywhere — spreadsheets, emails, someone’s head, a whiteboard. Now I can see how projects are tracking, who’s busy, who’s overloaded, and whether we’re actually making money, all without having to dig.

It feels like switching from guessing to actually knowing. Review collected by and hosted on G2.com.

Nothing major. The setup takes a bit of thought, especially if you want it to match how your business actually works. We’ve even gone back later and changed the way we use certain features as we figured out what suited us best, which was actually pretty easy to do.

Once you’ve got the structure right, it all runs smoothly from there. Review collected by and hosted on G2.com.

I love how Projectworks makes my work life easier with its user-friendly and intuitive interface, which feels very organic to navigate. The ability to effortlessly lodge hours and leave, along with quick retrieval and export of financial data into formats like Excel, is invaluable. The initial setup of Projectworks was straightforward, and this seamless process has contributed to its continued use in my team. I appreciate how Projectworks effectively addresses resourcing and budget allocation issues, making it an integral part of my workflow. Review collected by and hosted on G2.com.

I would like to see an interactive dashboard with better integration with the resourcing data of the extended workforce. It would be useful to have metrics such as the percentage of workers that are under-resourced, over-resourced, and average resourcing. Additionally, a small dashboard displayed in each tab, rather than only in the 'dashboard' tab, would enhance usability. Review collected by and hosted on G2.com.

I like Projectworks because it has a simple user-friendly interface that's very easy to navigate and does what we need without requiring too much extra administration. The initial setup was very easy since they provided a useful template for us to fill in, and they handled the base setup. We also received training that enabled us to continue using it effectively. Review collected by and hosted on G2.com.

I would like the reporting capability to be a bit more powerful, it is limited and does not have customization that I need. Review collected by and hosted on G2.com.

One of the best features of Projectworks is their customer service. The team is always responsive and helpful whenever questions or issues come up. Their support made the transition from our old system to theirs seamless and painless Review collected by and hosted on G2.com.

I wish Projectworks had more robust integration with QBO. It would be helpful if additional details—like Project Name (not just customer name)—transferred over, and if expenses were tracked more accurately instead of being lumped into a single category when transferred to QBO. Currently, there are a few extra steps required to make both Projectworks and QBO track the information we need. It would also be great if the two systems communicated both ways with each other. Review collected by and hosted on G2.com.