Projectworks Software

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Projectworks is a Professional Services Automation (PSA) platform built for consulting, architecture, engineering, and software services firms. It centralizes time & expense tracking, resourcing, billing, forecasting, and financial reporting into one system.

Overview

Projectworks is tailored for service firms that bill by hours or fixed fees. It helps you manage timesheets, expenses, resource allocation, project margins, invoicing, and forecasts — all in one integrated platform. It also provides seamless integrations with tools like Xero, QuickBooks, Jira, and HubSpot. Plans are tiered so you can select the features you need as your firm grows.

What Is Projectworks Software?

Projectworks is a cloud-based PSA (Professional Services Automation) tool designed to unify project operations for service firms. At its core, it brings together time & expense submission, resourcing & utilization, project budgeting, client invoicing (time & materials, fixed-fee, hybrid), and financial insights. You can build budgets at “budget / timecode” levels, forecast revenue and margin, and run multi-office, multi-currency operations when needed.

Key Features of Projectworks

• Live time & expense tracking for accurate billing
• Resource planning & capacity utilization dashboards
• Budgeting models: Top-Down and Bottom-Up budgets and timecodes
• Invoicing support for T&M, fixed-fee, progress billing
• Forecasting revenue, margins, and utilization
• Integration with accounting systems (Xero, QuickBooks, MYOB)
• Multi-office, multi-currency, SSO, API & custom reports (in higher plans)
• Sales quoting, purchase orders, and CRM tool integrations
• Leave / holiday calendar and resource availability tracking
• Unlimited custom fields and reports (in top tiers)
• Onboarding, migration, premium support options

Who Should Use It?

• Consulting, architecture, engineering, and professional services firms
• Organizations with 10–500 staff that operate on billable hours or fixed projects
• Firms wanting tight control over project margins and utilization
• Companies needing PSA + financial integration in one system
• Multi-office or international operations seeking consistent metrics across locations

Pricing & Plans

Pros & Cons

Final Verdict

Projectworks is a powerful PSA for firms that want visibility and control across projects, finances, and resources. If your firm bills time or fixed fees and needs forecasting, margin analysis, multi-office capabilities, it’s a fit. Begin with Build to validate workflows, then scale into Scale or Unleash as requirements grow. Use the free trial to see if it aligns before full adoption.

FAQs About Projectworks