Projectworks Review: Pricing & Features 2023
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.
Pros
- Integrates with QuickBooks Online, Xero, and MYOB accounting software
- Has an API feature for creating more integrations with other third-party software
- Can process and manage employee leaves
Cons
- Has a mandatory onboarding fee starting at $1,000 depending on requirements
- Can forecast revenues but not expenses
- Cannot track tasks with statuses
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Supported Business Types
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Professional-service businesses, engineers, architects, and accountants |
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Pricing
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Free Trial
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21 days |
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Discounts
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10% off on annual billing |
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Integration With QuickBooks Online
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Two-way, direct integration via QuickBooks app store |
- Tracking time spent on tasks: Projectworks has a timesheets feature that lets employee input time spent on meetings and other tasks without using a time tracker. This gives employees more flexibility in how they manage their time and removes the pressure of having a ticking time tracker in the background while performing a task.
- Managing employee workload: Together with the timesheet feature, project managers can budget the time needed to accomplish tasks and distribute work evenly across the team. By inputting the expected time to finish tasks, managers can ensure that employees are not underworked or overworked during the workday.
- Integrating with QuickBooks: You can connect QuickBooks Online to Projectworks to record invoices and expenses in either platform. If you create an invoice within Projectworks, an invoice will also be automatically created in QuickBooks Online (or vice versa). This direct two-way integration makes it easy for project managers and bookkeepers to reconcile project costs and income.
- Retailers and wholesalers: If you sell inventory, project management software isn’t the best solution for you. You should instead choose a program that can manage orders and track inventory, such as those in our roundup of thebest inventory management software.
- Creating custom workflows and statuses: Some project management software allows users to create custom workflows and task statuses to effectively manage the queue of tasks. Unfortunately, there’s no such feature in Projectworks. We recommend monday.com instead because you can design a custom workflow with unique statuses that matches your company’s operations. You can even view the workflow in Kanban style, list format, or table format. Read ourmonday.com reviewfor more information.
- Managing construction projects: While Projectworks offers decent project management features for tracking expenses and time, its features are too general for a construction company. If you need features like construction estimates, warranty management, and project lifecycle tracking, check out CoConstruct, one of ourtop construction software that integrates with QuickBooks Online.
- Those looking for affordable project management software: Projectworks and the other alternative providers on this list are priced on the higher side. We recommend Zoho Projects, ourleading project management software, if you’re looking for an affordable alternative. Even its highest Enterprise plan is priced at only $10 per user, per month.
Projectworks Alternatives
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Best for: Creating custom workflows and statuses |
Best for: Managing construction projects with QuickBooks integration |
Best for: Affordability |
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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.
Projectworks Pricing
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.
Projectworks Features
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.
Resource Planning Screen
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.
Project Details Screen
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.
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.
Creating a New Expense
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.
Creating a New Expense
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[1]:4.7 out of 5 based on around 90 reviews
- G2[2]: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.
Bottom Line
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.
User review sources:
1Software Advice
2G2
