Projectworks Product Update: April 2026
Use BambooHR? You can now integrate with Projectworks
Seamlessly integrate with BambooHR to pull your employee time off data and resource your projects efficiently.
With a clearer window into time off into the horizon, mitigate the impacts on both your active and scheduled projects. Employee time off will be up-to-date in Projectworks and exports to payroll accurate!
Read more about the BambooHR integration.
Create expenses in bulk via CSV import
Use the template provided, or extract a list of bills to pay from Xero (QuickBooks Online support coming soon) and bulk create expenses straight from the file!
Whether you're reconciling corporate cards, processing a high volume of staff claims, or planning project costs from a scope, your expense data will flow into Projectworks quickly and accurately.
For access, please email [email protected] using the subject line ‘CSV Expense Import’ and we will enable the feature for you.
Read more about bulk expense imports.
Resourcing by Availability - New monthly mode
Resourcing by Availability provides a forward-looking, organization-wide view of workforce capacity.
Using it can help you:
- Locate who has available capacity when resourcing a project
- See who is already booked over their available capacity
With the new Monthly mode, you can review capacity and resourcing over a broader time horizon, making it easier to support longer-term planning and high-level workload management.
Learn more about Resourcing by Availability
Not to be missed: Join us in conversation next month
Join us live for Growth vs Profit: The Balancing Act, a virtual event with operators and leaders from across the consulting industry who know how to scale both.
Don’t miss this conversation on the foundations of scaling a consulting firm in a world of AI. Our executive team will also unpack how fractional ops and finance services are helping professional services firms maximize profitability and get into the upcoming Proposals tooling!
Not in your timezone? Register and we’ll send you the recording.
Your support could make us a People’s Choice finalist 🤝
Projectworks is in the running for the People’s Choice Award in the Xero App Awards 2026!
These awards celebrate apps making a real impact for small businesses and practices worldwide. The people’s choice award is completely powered by the Xero community, which means your nomination counts.
It only takes a minute, and every nomination helps us get closer to being recognized on a global stage.
➡️ Nominate Projectworks here ⬅️
Thank you for your support, feedback on our Xero integration and for being part of the Projectworks journey.
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.
Read similar resources from Projectworks
In a recent Projectworks Podcast episode, Doug Taylor (who co-founded Provoke and scaled it to 150 staff) sat down with Mark Orttung (who took Nexient from $30m to $130m). Together, they co-wrote The $50 Million Consulting Firm, and in this episode they shared a collection of lessons they wish they'd had earlier when scaling their software consulting firms.
Novigi has an impressive story. Since launching in 2016, they’ve scaled to 550 staff across six offices and two countries, while becoming the fastest-growing professional services firm on the AFR Fast 100 - their story is worth studying.
”When new work comes in, we have the right people, ready to go. Winning work and protecting the team, we never have to choose just one.” How often can you confidently say the same? Facing resourcing questions about upcoming projects can sound simple, but if your schedules are built on assumptions and capacity is only estimated, face it, your resource planning is under-engineered!
