Live and Accurate Project Management Reporting That Keeps Every Project Profitable
Projectworks delivers project management reporting that’s designed for professional services firms. You’ll get access to live WIP reports, utilization rate, margins, project financial reporting, and real-time dashboards that help you keep your projects and profitability healthy.
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Professional Services
Reporting Software That
Puts You in Control
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See your project financials live - and act fast when things change
When your project management reporting isn’t based on live data, you can’t control profitability. With our real-time reporting for consulting firms, including work in progress (WIP), margin, utilization and profitability reports, you can spot risks early, track performance against targets, and keep your projects on track.
Month End Reports: Burn and Margin
Set Utilization targets and report on Utilization Rate
Project Work In Progress Reports (WIP)
Manage and report on finances across multiple offices and locations
If you’re expanding locally or internationally, Projectworks real-time reporting for consulting firms lets you manage financials across multiple offices. Connect multiple Xero entities to one Projectworks environment, set company-specific access levels, and use custom reporting to combine information from every location.
Multi-entity Xero integration for multi-location firms
Forecast by Company or Project
See Margin by Company, Person, or Project
Identify future project risks and improve profitability with our project billing and forecasting software
Get the foresight you need with PSA reporting and analytics that surface early warning signs across projected burn, revenue, and margin. See how resourcing or billing tweaks instantly impact your bottom line - no surprises, just clear foresight and profitable projects delivered to schedule.
See current and projected revenue on projects
See current and projected burn on projects
See current and projected margin by company, project, or individual
Build the unique reports your consulting business needs
Move beyond generic templates with project reporting software for professional firms that lets you build and edit the one-off reports that matter most to you - right inside Projectworks. Use your data skills to create, customize, and refine dashboards that provide insight into your business challenges - so you can track what matters most, reveal trends, and turn insight into impact.
Custom reporting engine
API to connect to external tools
Apply filters on your data
Direct data connection
Use custom fields to report on unique firm details
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Explore more of Projectworks
Tracking and Expense Management
Simplify time and expense tracking to unlock accurate billing, forecasting, and project profitability.
Invoicing and Billing Software
Send accurate invoices faster with connected invoicing software that eliminates finance admin, quickly turning projects into payments.
Resource Management Software
Plan capacity and forecast demand with intuitive resource management software and resource planning tools that drive utilization and growth.