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Projectworks Solutions for the Public Sector

FEATURES

AI FOR CONSULTING FIRMS

Move from data to action faster, powering your firm's growth and profitability. Projectworks has AI built into how the platform works, not bolted on after the fact. AI-powered proposals draw on your firm's historical wins to help teams bid faster and more accurately. Through MCP integrations, Projectworks connects with the AI tools your team already uses, including Claude and ChatGPT, so you can pull live project data into workflows without switching systems.

CRM AND PROPOSALS

Bid faster and win more work with AI-powered proposals that understand your consulting firm. Projectworks' CRM is built around proposals, not deal stages, because that's how consulting firms actually sell. It draws on live skills, availability, and delivery history so you only propose work you can staff. Configurable templates and AI assistance help GovCon firms build defensible budgets before they bid, model labor categories and rates against contract requirements, and convert won proposals directly into live delivery plans.

TIME AND EXPENSES

Live, connected time and expense tracking forms a single source of truth for project visibility. For GovCon firms, this means compliant, easy-to-use timesheets with structured review and approval workflows built for teams where accurate labor tracking matters. Charge code configuration keeps time entries tied to the right contract line item. T&E categorization and allowable vs. non-allowable expense workflows are built into the system, so compliance is maintained as a matter of course, not reconstructed under audit pressure.

MANAGE RESOURCES

Plan and assign resources with complete oversight. Get your consultants off the bench and maximize their billable time. See who is available, at capacity, or over-allocated at a glance, so you can staff contracts confidently and avoid delivery gaps. For GovCon firms managing cleared staff, labor category constraints, and mid-engagement personnel changes, real-time resourcing visibility means staffing decisions are made with accurate data, not guesswork.

INVOICE CLIENTS

Bill exactly how you work, connect with Xero and QuickBooks, and never lose a billable hour with complete financial oversight. Pre-populated invoices autosync with your accounting software, reducing errors and accelerating payment. Each contract's billing structure is configured once and runs automatically, so whether you're billing T&M, fixed price, or Cost+, the invoicing reflects the contract terms without manual rework.

REPORT ON FINANCIALS

Ditch scattered, error-prone spreadsheets and track margin, utilization, and more in real time. Built-in reports on margin, WIP, and utilization give leadership the visibility they need to make smarter decisions. For GovCon firms, real-time burn tracking means margin risks surface mid-engagement, while there is still time to restaff, rebase, or renegotiate. Revenue projections calculated from financial and resourcing data ensure leadership always knows where each contract stands.

SERVICES

PSJ WHITE GLOVE ADVISORY PACKAGE

PSJ Consulting provides the GovCon expertise behind the platform, translating government contracting operational requirements into practical workflows, approval paths, reporting structures, and governance models inside Projectworks. The White Glove Advisory Package is a structured engagement designed for firms that need more than a software setup: a practical operating model tailored to their contracts, workflows, and compliance environment.

The package covers:

  • Operational workflow assessment and current-state review
  • DCAA-sensitive timekeeping design and charge code structure
  • T&E allowability workflow setup
  • Allowable vs. non-allowable cost workflow recommendations
  • Reporting and dashboard advisory, including operational KPI design and executive reporting structures
  • Project governance recommendations and workflow approval structure design
  • Projectworks configuration guidance and admin enablement
  • Rollout guidance and limited implementation oversight
  • Optional onsite executive working sessions

The result is a firm set up to operate, not just onboarded.

PSJ does not provide legal opinions, formal DCAA certification, audit representation, accounting attestation, or guarantees of regulatory compliance.

CONSULTATIVE ONBOARDING

For new Projectworks customers starting their implementation journey. This offering goes beyond getting your team using the product; it embeds Projectworks into your ways of working. The Projectworks team shapes the rollout around how your firm operates, ensuring you get maximum value in the least amount of time. Your team will be confident with their tools, and time spent on non-billable admin will decrease fast.

TUNE-UPS

For Projectworks customers that have been live for at least 3 to 6 months. A Tune-up keeps Projectworks aligned with your business as it grows. The team identifies opportunities to improve efficiency and visibility, and ensures your processes and system usage keep pace with your needs. From unlocking underused features to refining reporting and strengthening team capability, the goal is simple: help you get more value from Projectworks.