Projectworks is a scalable, cloud-based project management platform that streamlines planning, resource allocation, and financial oversight. It features task and time tracking, budget management, and advanced reporting, all within a user-friendly interface. With customisable workflows, strong security, and seamless integrations, it enhances team collaboration and provides real-time visibility into client projects - making it ideal for managing complex operations efficiently.

Why use Projectworks?

Projectworks enhances collaboration across teams and ensures real-time visibility into client projects. It offers a range of features, including:

Resource management and allocation capabilities that provides real-time visibility into resource availability
Project planning and scheduling tools, including Gantt charges and customisable workflows
Budgeting features that allow project managers to set and track budgets at the project and task levels
Real-time, customisable dashboards and reporting for instant visibility into margins, utilisation and WIP
Open REST API and 3,000+ prebuilt connectors to automate your entire ecosystem

Features to benefit a range of industries

Projectworks offers a range of benefits to suit businesses across multiple industries. This includes:

- Grant & fund tracking with spend-restriction rules and multi-period budgeting

- Compliance reporting: audit trails, expense-flagging and program-vs-administrative cost breakdowns

Support across functions

Finance

Budget vs. actual tracking: Compare estimated project costs/revenue to real costs and recognise variances immediately
Real-time revenue forecasting: Project future billings and track them against original budgets
Multi-currency & tax handling: Bill clients in various currencies, apply correct tax treatments per region and consolidate financials seamlessly
Accounting integrations: Two-way connectors to leading accounting platforms eliminate double data-entry and automate month-end closes
Automated invoicing: Pre-populated invoices draw in approved time, expenses and milestone fees, then sync with Xero, MYOB or QuickBooks to speed cash-flow

Operations

Unified task & project board: Get a single, real-time view of every project’s tasks, milestones and dependencies
Capacity & demand forecasting: See future staffing gaps or surpluses by comparing booked work versus incoming pipeline
Gantt & timeline views: Interactive Gantt charts with critical-path highlighting
In-app collaboration: Task-level commenting, file attachments and @mentions keep communications tied to the work itself

Sales / customer service

Native CRM connectors (HubSpot, Salesforce) that sync leads, contacts and opportunities into ProjectWorks

Future upgrades will become easier
No backups required
Access from anywhere on any device
Easy to onboard and offboard staff
All important paperwork is kept digitally and easily searchable
Enterprise-grade security, compliance (SOC 2, ISO 27001, GDPR) and audit trails to safeguard sensitive data

Projectworks and BDO

Contact the BDO Digital team to learn more about how Projectworks can help your business.