What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
- 21st September 2026 Release Notes - Financial reporting terminology changes, Resourcing Redesign (Beta) updates, Exclude Budgets from Invoice Budget Tables, Multi-line Expenses (Beta)
- 7th September 2026 Release Notes - Resourcing Redesign in beta, HubSpot deal stages for auto-sync
- 24 August 2026 Release Notes - Sage Intacct integration
- 9 August 2026 Release Notes - Employment Hero Import Reporting
- 26 July 2026 Release Notes - Add Timecode Tables to Your Invoice Templates
Getting started
A collection of articles to help you get started using Projectworks, from entering time to creating projects.
Projects
Learn about how to create and set up projects, including setting the billable rates.
Timesheets
Everything you need to know about completing and managing your timesheet
- Timesheet configuration options
- Introduction to timesheets
- Using your timesheet
- Tips & tricks, troubleshooting and common questions on timesheets
Resourcing
Learn how to resource people onto projects and about the various reports available.
Invoice Forecasts
Invoice forecasting plays an important part in the financial management of a project and your organisation.
Leave management
The leave feature integrates with resourcing to provide a full picture of a person's availability.
Integrations
Projectworks can be integrated with a number of products, including accounting systems and CRMs.
- How to integrate with an accounting system in Projectworks
- Xero - Getting started
- How to connect HubSpot to Projectworks
Business Financials
All the key reports to help track performance, make decisions and stay informed
Security
Setting up Multi-Factor Authentication (MFA) or Single Sign-On (SSO) to enhance account security and streamline access.
- Multi-factor Authentication (MFA)
- Signing in to Projectworks using SSO
- Setting up Single Sign-on (SSO) with Microsoft Entra ID