Live and Accurate Project Management Reporting That Keeps Every Project Profitable

Projectworks delivers project management reporting that’s designed for professional services firms. You’ll get access to live WIP reports, utilization rate, margins, project financial reporting, and real-time dashboards that help you keep your projects and profitability healthy.

%201.webp)

See how reporting works - click to explore

Transform financial insights into profitable decisions. Monitor project status, team utilization, and work in progress (WIP) in real-time, helping you identify opportunities and avoid risk.

Professional Services Reporting Software That Puts You in Control

Real-time reporting

See your project financials live - and act fast when things change

When your project management reporting isn’t based on live data, you can’t control profitability. With our real-time reporting for consulting firms, including work in progress (WIP), margin, utilization and profitability reports, you can spot risks early, track performance against targets, and keep your projects on track.

  • Month End Reports: Burn and Margin
  • Set Utilization targets and report on Utilization Rate
  • Project Work In Progress Reports (WIP)

Manage and report on finances across multiple offices and locations

If you’re expanding locally or internationally, Projectworks real-time reporting for consulting firms lets you manage financials across multiple offices. Connect multiple Xero entities to one Projectworks environment, set company-specific access levels, and use custom reporting to combine information from every location.

  • Multi-entity Xero integration for multi-location firms
  • Forecast by Company or Project
  • See Margin by Company, Person, or Project

Identify future project risks and improve profitability with our project billing and forecasting software

Get the foresight you need with PSA reporting and analytics that surface early warning signs across projected burn, revenue, and margin. See how resourcing or billing tweaks instantly impact your bottom line - no surprises, just clear foresight and profitable projects delivered to schedule.

  • See current and projected revenue on projects
  • See current and projected burn on projects
  • See current and projected margin by company, project, or individual

Build the unique reports your consulting business needs

Move beyond generic templates with project reporting software for professional firms that lets you build and edit the one-off reports that matter most to you - right inside Projectworks. Use your data skills to create, customize, and refine dashboards that provide insight into your business challenges - so you can track what matters most, reveal trends, and turn insight into impact.

  • Custom reporting engine
  • API to connect to external tools
  • Apply filters on your data
  • Direct data connection
  • Use custom fields to report on unique firm details

from our customers:

“The reporting is intelligent, well-formed and easy to access, providing a clear vision of the status of any project at any given time.”
Adam Zantis Managing Director, Zancon

“Projectworks makes month-end, year-end, project insights and team reporting easy. Along with Projectworks’ excellent custom reporting capability, many hours are saved each month.”
Fearn Sinclair Office Manager

"The reporting tool…allows us to move off reporting spreadsheets and gives us real-time access to the insights we need to run our business."
Greg Brown Partner, Oxbow Partners

Independently Awarded

Interested in seeing Projectworks project management software in action?

Missing key metrics? Get professional services reporting software

Explore more of Projectworks

Tracking and Expense Management

Simplify time and expense tracking to unlock accurate billing, forecasting, and project profitability.

Invoicing and Billing Software

Send accurate invoices faster with connected invoicing software that eliminates finance admin, quickly turning projects into payments.

Resource Management Software

Plan capacity and forecast demand with intuitive resource management software and resource planning tools that drive utilization and growth.