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A lot of solutions out there offer tools for project management, but how do projects work for the rest of your team? Projectworks gives everyone at your services company the tools they need, whether they’re a PM, exec or handling the books.
Projectworks is software for your entire business, with tools for everyone on your team whether they are PMs, execs, working in HR or handling the books.
There’s a dependency between resource booking, project scheduling, timesheets, recoverability and gross margins. The aim of Projectworks is to bring all these tools together for simpler operation of your services business.
Born out of one service company’s need for tools, Projectworks has evolved into a solution that simplifies services for all. Each feature was designed while considering how a services business operates and how tracking data can make the day-to-day more effective across teams.
A clear view of your team’s resourcing for better scheduling decisions, project tracking and budget reconciliation.
Keep projects on track from start to finish
• Manage your resource pool on an individual level and see each team member’s pipeline of work.
• Make better project scheduling decisions with a view of who is at capacity, who is over-resourced and when a project can fit into your larger workflow.
• Put your schedule into action with allocated tasks, resource assigning and budget tracking.
An all-in-one place to manage timesheets, time-off requests and performance reviews for your employees.
Keep projects on track from start to finish
• Use timesheets for employees and contractors that are intuitive, engaging and link to project budgets.
• Handle time-off requests with an inbuilt booking system and sync leave balances with external payroll systems.
• Display objectives for professional development and provide a clear performance review process supported by metrics.
Visibility across projects to accurately forecast revenue, understand recoverability and seamlessly manage invoicing.
Gain transparency of your financial position.
• See expected cash flow reporting and determine if your project resourcing is realistic. Easily compare your forecasts to your invoicing to catch any inaccuracies.
• View a report of billed vs unbilled hours on projects and better understand project effort against project invoices.
• Send out invoices that meet your project needs whether you need to bill for time and materials, fixed price/milestone or non-services revenue. Easily integrate with Quickbooks or Xero and discover configurable approval workflows.
The connection between Projectworks and Xero is simple. Once you have created your invoices in Projectworks they can then be exported to Xero. You can choose to either send the invoices to your customers from Projectworks or Xero, either way works great. Once invoices are marked as paid in Xero they can be reconciled in Projectworks with the click of a button. Projectworks can connect to multiple organizations in Xero, so no matter your structure, you’re covered with our integration.
