This article is part of a larger series onAccounting Software.
Projectworks is a project management software that helps professionals and small businesses track resources and performance. It integrates with popular accounting software, such as QuickBooks and Xero, and has broad access integrations through application programming interface (API) and direct data connections. Our Projectworks review will cover the platform’s pros and cons, features, and best use cases. Prices start at $370 per month for up to 10 users, and a 21-day free trial is available.
Best for: Creating custom workflows and statuses
Best for: Managing construction projects with QuickBooks integration
Best for: Affordability
Monthly cost: $0 to $19 per user or custom priced
Monthly cost: $399 to $999
Monthly cost: $0 to $10 per user
Not what you’re looking for?Check our article about thebest QuickBooks Online integrationto explore more third-party apps that can synergize with QuickBooks Online.
Why We Like Projectworks
Projectworks提供像样的项目管理的壮举ures focused on tracking time worked on tasks, balancing employee workloads, managing leaves and paid time off, and creating invoices. Its tight integration with QuickBooks Online—and other accounting platforms like Xero and MYOB—makes it a great companion for your accounting software. The integration makes it easy for accountants to reconcile invoices between these platforms.
We find the Projectworks pricing model straightforward. Getting the annual billing option can save you 10% on total cost versus the monthly billing option:
- $370 per month:10 or fewer users
- $37 per user, per month:11 to 70 users
- Custom pricing:71 or more users
There also is a mandatory onboarding fee that starts at $1,000. You can try Projectworks for 21 days.
We discuss the salient features of Projectworks, including its excellent integration with QuickBooks Online.
Integrating Projectworks with QuickBooks Online is easy and accessible—you can see the integration in the QuickBooks App Store. The integration focuses on invoicing and expenses.
Users can create invoices based on timesheets and fixed fee schedules and then export them to QuickBooks for recording. Subsequently, you can update the status of invoices in either QuickBooks or Projectworks because changes will sync between systems automatically. Expenses approved in Projectworks will also be recorded automatically on QuickBooks as bills and matched to the vendor or payee, reducing the workload of bookkeepers—they don’t have to match expenses manually to their respective vendors.
The resource planning screen shows you all projects and the amount of time allocated for specific projects. The image below shows a sample project with 20 hours allotted. If you click a project, you will be redirected to the projects window where you can see the details.
The image below shows the projects window related to PROJ-1 Test Project (image above). You’ll see the people assigned and financial information about the project.
The project details screen shows you the users assigned to the project, the expected time needed per week, and the total budget on the upper left part of the screen. You can navigate between tabs to check project forecasts, time entries, expenses, metrics, settings, time codes, risks, details, and schedules.
The timesheets window displays the time entries of employees. Time entries can be created within the project screen—and it will show a summary list in the timesheets window. The image below shows a partial screen of all timesheets.
Another useful feature not usually present in some project management software is expense tracking. We like that Projectworks included this because it helps project managers and team members process and submit project-related expenses without getting a separate expense tracker. The image below shows the form for submitting expenses.
In our expert opinion, the expense form of Projectworks isn’t detailed in terms of the information asked. It doesn’t ask for information like vendor name, vendor address, and expense amount. If you think Projectworks’ expense form is lacking, we recommend getting a dedicated expense tracker instead.
For cost-saving measures, you should go with QuickBooks Online for expense tracking while enjoying its neat integration with Projectworks. However, our roundup of thebest business expense trackersprovides more options if you’re looking for advanced expense tracking features.
Another interesting feature in Projectworks is leave management, and we commend the provider for offering it. Having it makes sense since employee leaves and paid time off impact resource planning and project completion timetables. The image below shows how you can file a leave request.
You can check out our list of thetop leave management systems (LMSes)if you’re looking for more robust leave management features.
Projectworks Ease of Use
In our evaluation of the free trial version of Projectworks, we found the platform easy to use. The interface is clean, and we didn’t find any significant learning curve. Since Projectworks has an onboarding program, we believe that this can help you learn the software and better understand its functions. The provider also has a great self-help library full of tutorial videos and support articles that’ll provide immediate answers to your questions.
Projectworks Reviews From Users
Those who left a positive Projectworks review commended the platform’s outstanding user interface and “out of the box” features that are needed in project management, such as leave management and expense tracking.
On the flip side, users said that some processes, like deleting projects, require multiple steps instead of having to deal with it with a few clicks. Others also mentioned that Projectworks should work on enhancing the parent-child relationships for projects to further improve efficiency in handling tasks.
Here are the scores of Projectworks on third-party review websites:
- Software Advice:4.7 out of 5 based on around 90 reviews
- G2:4.5 out of 5 based on more than 60 reviews
Frequently Asked Questions (FAQs)
Projectworks深受专业服务的欢迎businesses like engineers, architects, and accountants. Businesses with a lot of billable time can also use Projectworks.
If you handle multiple projects or a service-based business, project management software can help you track project progress and resource usage. We recommend that you get a solution to automate project tracking functions so that you can rely less on spreadsheets.
Projectworks offers a diverse set of features that can help you in managing projects, tasks, and schedules. It also has features that are not commonly found in project management software, such as leave management and expense tracking. We recommend Projectworks as your project management software, especially if you’re a QuickBooks Online user.