Projectworks Product Update: July 2025
In July, we enhanced margin reporting and expanded our customer review program. Plus - since its release in June, 35% of Projectworks users have explored the new custom reporting engine. Have you tried it yet? We’d love to hear what you think.
Improvements to margin reporting
You've been asking for margin on time entries, and we heard you!
Reporting on margin at this level gives you a more granular understanding of profitability.
Now, you can add 'Margin ($)' and 'Margin %' as fields in your Time Entries reports.
Tracking margin on time entries allows you to:
- Understand which tasks and roles are lower margin, or driving overall margins down.
- Make better resourcing decisions (for example, assigning low-cost employees to lower-margin work).
Learn more about margin on time entries in Projectworks.
Improved resourcing performance
We understand that you need to resource projects quickly and efficiently, so we've further enhanced the performance of the Resourcing by People and Resourcing by Projects screens.
This hasn't changed the core functionality of resourcing in Projectworks - although you will notice that you can now expand and collapse the Person and Project groups.
Update: Budget enhancements now launching September
We are in the final stages of refining enhancements to project budgeting and pricing in Projectworks. This release is currently targeted for September 2025, though the timeline may shift slightly as we complete final testing and quality checks.
If you are using the Projectworks platform, you will receive detailed communication via email and social channels approximately three weeks prior to launch.
In the meantime, you can learn more about the upcoming changes by watching our on-demand webinar.
Ways to earn cash with Projectworks
Share your thoughts
We’ve extended our review program! Get paid to review Projectworks on Capterra ($25) and G2 ($25).
Earn $1k for a successful referral
Already use Projectworks and have a friend you think would benefit too?
We’re launching a new Refer a Friend Program that pays you to refer contacts in your network. Your friends deliver more effective projects, and you get paid for it. Win-win!
Simply think of a friend or industry contact who will benefit from taking control of their projects with Projectworks. They can be engineers, management consultants, architects, or consulting software developers…anyone who sells their time and expertise via project-based work.
If you’re not sure they qualify, submit their details anyway! We’ll reach out to them and make sure they’re a fit.
Learn more and submit your referral.
Custom reporting continues to grow in popularity
~35% of Projectworks users have accessed custom reporting since it was released 🎉📈
If you're curious to try the new reporting engine, the first place to go is our Knowledge Base. These help articles will show you how to get started with custom reporting:
- Getting Started with Custom Reporting
- Building Custom Reports using Metabase
- Custom Fields in Custom Reports
- Customizing Projectworks Managed Reports
- Custom Reporting Data Model
- Viewing Custom Reports
Stay in the loop
Want to stay up-to-date with Projectworks product updates as they drop? Make sure to check our Release Notes regularly - we update these every 2 weeks. To get monthly updates straight to your inbox, sign up to our product mailing list.
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