REPORTING & INSIGHTS
Get the insight you need to grow your business
Powerful reporting, tailored to help your professional service business thrive.
Here’s why our customers value the reports and insights they get from Projectworks
Understand your business finances
Projectworks has you covered with a number of helpful financial reports. Whether you want to keep tabs on unpaid work, check out your monthly expenses, or see how your actual revenue stacks up against your budget, our reports will give you all the insights you need to run your business.
Turn insights into actionable plans
Set billable targets for your team and receive real-time performance data on individual, team, and company.
Our operational reports empower you to monitor billable work, set targets, motivate your team, and optimise cost-effective operations.
Plug Projectworks into your insights platforms with ease
Projectworks’ API provides a direct connection to your data platform of choice, such as PowerBI. Customise project and business perfomance reports, visualise them the way you need, and share them to your stakeholders knowing your data is always up-to-date.
"Projectworks is a powerful project management system, and we are glad we decided to migrate to this platform. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone."
"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."
“Staff love it and are better able to manage their projects, quickly see when they are over budget etc. Timesheet entries are a breeze as are leave requests and approvals. Support is quick to respond and the Projectworks team have been great to work with.”
“We are a rapidly growing organization and were looking for something that would help us scale. As we explored Projectworks' capabilities, we had many "wow this is powerful" moments. We now use Projectworks for timesheets, invoicing (integrated with Xero), resource management and forecasting.”
“Viewing the current and projected margins have been wonderful to see and being able to see the forecasted income really helps the business strategically think of next steps to further grow. The tech support has been amazing and are always quick to respond”
“Viewing our current and projected margins have been wonderful. Being able to see the forecasted income really helps the business strategically think of next steps to further grow.”
“We're so happy that we're using this software and we'd pick it again and again. We find new bits of software that we didn't notice before and it makes our jobs even easier. Would recommend 100%.”
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“We love the resourcing functionality in Projectworks. It is so easy to use and engaging. The project management team keep this updated on a regular basis and it makes our lives so much easier. The invoicing is also great.”
“Onboarding was well done, responsive support and customisation prior to go live. The interface is extremely intuitive and forecasting links well with invoicing which makes the whole workflow easy.”
“Projectworks is a powerful system. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone”
“As we explored Projectworks, we had many 'wow this is powerful' moments. The insights and benefits you get in the software are well worth it”
“Simple to use, very intuitive, dashboard and system looks great. All our employees find it very simple to use and easy to find metrics at the click of a button. Everything is in real time so we know it is also accurate.”
“It was a seamless process. Their team did all the hard work and we have received amazing ongoing support. We finished with WorkflowMax on a Friday afternoon and were live in Projectworks by Monday. Highly recommend.”
“It's been a really easy transition and the continual product updates and responsiveness of the team are fantastic. Having used a variety of different systems in consultancies of different sizes and scales, this is hands down the most productive and effective platform I've ever used.”
“We evaluated several other apps and selected Projectworks because of its flexibility. It's powerful and flexible”
“We approached Projectworks on a recommendation from 12d Synergy. The team have been great, giving us a high level of confidence migrating to a mature system from WorkflowMax”
“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”
“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”
“Fantastic PSA system, from onboarding to ongoing updates and support, the team at Projectworks have been fantastic. The integration with Quickbooks ensures no risk of error in manual data entry. Overall I wouldn't hesitate to recommend, we would be at a loss without it!”
“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”
“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”
“My experience with Projectworks has been excellent. The integration with Xero is flawless and assists greatly with efficiency”
“We evaluated several other apps that integrated with Xero, and selected Projectworks because of its flexibility. It's powerful and flexible”
“The integration between Xero and Projectworks really bridged a gap we had. An impressive, simple and very powerful integration”
“Once the Projectworks team set us up, our ability to monitor and manage our resources, projects, and budgets has increased dramatically”
“Our staff have found it very helpful. It's given them a better understanding of how their productivity impacts the overall profitability of the firm”
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“We’ve been able to build predictable models for our staffing needs and that has saved us, in the last couple of years, as much as $85,000”
“We instantly felt efficiency in Projectworks and gained insights into our business with open API’s and integrations with 3rd parties”
“Projectworks is not only a great project management solution but we have managed to customise the tool to fit our business needs”
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“We’ve finally been able to move away from spreadsheets and that means more live and accurate data when making business decisions.”
"I've got angels singing. Projectworks looks so clean, such a cool product to use”
“Every task is simple & easy to complete, from timesheets all the way through to invoicing"
“Projectworks has been fantastic for projects, budgeting and invoicing”
"We used Projectworks to drive our weekly forecast meeting, it’s much easier than our previous spreadsheet and easy to make changes on”
“I found Projectworks a really easy system to learn. We are also getting great support from Projectworks - it's definitely ticking all the boxes”
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“We now run our pipeline out of Projectworks, we can see what is in the works and what’s coming up. Projectworks informs 95% of what we do”
“As a professional services team Projectworks helps us seamlessly integrate with our accounting platform for invoicing, expenses and leave management”
“The reporting is intelligent, well-formed and easy to access. Projectworks is a must-have tool for our business”
"In the words of one of our Senior Project Directors - you just go in, add any changes and it creates the invoice! It's that easy"
“The resourcing function is better than other platforms because you can resource at a project level. It’s great to have an autonomous team who all know what they need to do”
“With Projectworks, we are able to streamline our expense reimbursement process so that expenses are loaded and draw down on project budgets; allowing us to accurately track project profitability”
Explore more Projectworks features
Resourcing
Plan successful projects with the ability to see who is available, at capacity or over-allocated at a glance.
Invoicing
Pre-populated invoices sync seamlessly with your accounting software, saving you time and helping you get paid faster.
Revenue forecasting
Get ahead with the only professional services software that allows you to see your future financials tracked against your project budget.
Flexible pricing
Try Projectworks for free
Start a free trial and try Projectworks for yourself. No credit card needed and you’ll be up and running in no time.
Prefer to chat?
Our customer team are available to talk through any questions you have. Just book a time and we’ll be in touch.