New in Projectworks: January - March 2025
We’ve made managing your projects even easier with our recent releases - adding more custom fields, new audit records, improving report performance, and implementing a .NET Core upgrade.
2025 is off to a strong start, with Projectworks users driving social, environmental, and cultural impact across the world. We now have more than 15,000 professionals using Projectworks to manage their projects globally!
Thank you for being here with us. We’re loving learning about how you work and are using those insights to build the best tool for professional services - killing off your admin so you can focus on the work that really matters.
Discover the details of our latest releases below and learn what’s coming next quarter!
Boosting flexibility with custom fields
We made your workflows more flexible in 2024 by adding custom fields to invoices and expenses, and adding the ability to filter, group, and show custom fields for project, project budget, and timecode on additional screens.
We’ve continued to build on this flexibility in 2025, adding custom fields on contacts in February.
Custom fields on contacts
You can now add custom fields to contacts. Add a new custom field via Settings > Custom Fields.
These custom fields can be shown as columns, filters, and groups on a variety of list screens to make it easier to view your contacts and time entries as required - saving you time when you’re looking for important information in the system!
Additionally, MergeFields can be created for your contact custom fields, so that they can be added to your invoice, invoice breakdown, and quote templates.
Learn more about contact custom fields.
Audit records
It’s important to know what, when, and by whom changes are made to your projects and associated records in Projectworks.
Our new audit record functionality allows you to pull audit records using Microsoft Power BI for:
- time entries
- timesheets
- projects
- leave requests
- invoices
- invoice payments
Learn more about our new audit records.
Get important insights faster
In March, we also optimized the performance of the Project WIP and Budget WIP reports.
This improvement won’t change the information in the reports, but if they contain a lot of information, you may notice that they load more quickly - so you can get the data you need and move on with your day.
Updated revenue calculation in people margin reporting
Based on your feedback, we’ve also added a new revenue calculation for people margin reporting, so that you can choose to include or exclude non-billable hours × rate.
Previously, there was no option to exclude the burn rate of non-billable time worked on billable projects, which inflates a person’s margin. Take a deep dive into revenue calculations in Projectworks.
Keeping your data secure and accessible
To ensure Projectworks remains modern, performant, stable, and secure, we have implemented a .NET Core upgrade to the product.
Don't worry, this “under the hood” upgrade supports platform function and will not noticeably impact your user experience.
Looking ahead
We’re planning to share some major upgrades next quarter across integrations, project pricing and budgets, and reporting. Make sure you’re prepared by discovering the upcoming releases below.
Next month: Projectworks + Employment Hero
Sick of logging employee leave in multiple locations?
Getting taken by surprise by leave that was requested but not recorded in your project management software?
Dealing with the fallout of inaccurately resourced projects?
In April, we’re looking forward to adding popular people management solution, Employment Hero, to our stable of native integrations.
Employment Hero’s HR platform allows global businesses to manage their people in one place. Our new native integration will connect Projectworks and Employment Hero, allowing you to effortlessly track employee leave logged in Employment Hero, without manually handling the data in Projectworks.
Coming soon: Project Budget and Pricing enhancements
We're upgrading how you price projects and build budgets in Projectworks. You can expect to see these changes roll out in Q2 (April - June 2025).
This is a foundational change, and we want you to stay informed so that you can manage the transition smoothly. Learn more about the upcoming improvements in this webinar hosted by Vijay Raghuraman, Product Manager:
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Plus, discover some FAQs related to this release.
Coming soon: Custom reporting
Your services business is unique, and you need to be able to uncover tailored business insights that will help you scale and succeed. In 2025, we’ll be releasing advanced reporting functionality that will help you achieve just that. Watch this space!
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.
If you’re not already using Projectworks, why not get started today? Our free trial lets you use all of Projectworks' features for 21 days, no strings attached. Learn how you can grow your business and join hundreds of professional services businesses scaling for success.
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