What's new
We roll out updates quite often so check out the release notes to keep up with the changes.
- 16 February 2025 - Contact custom fields and revenue calculations in people margin reporting
- 2 March 2025 - Improved WIP report performance
- 16 March 2025 - Audit records for invoices, leave, projects, time entries, and timesheets
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.
Revenue Forecasts
Forecasting revenue 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.
Companies & Contacts
Companies are your customers and have projects and billing contacts loaded against them.
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