Project Planning
Define scope, owners, dates, priorities, and delivery expectations.
- Project templates
- Start and end dates
- Project owners
- Customer and cost center links
WerkIQ Projects
Turn project plans into visible progress
Plan work, assign tasks, manage milestones, capture time, and keep project budgets and delivery status visible from kickoff to completion.
WerkIQ Projects
Projects, Connected
Give every project a clear plan, owner, and next step.
WerkIQ Projects connects tasks, people, timelines, timesheets, budgets, and customer work so teams can deliver with fewer status meetings and surprises.
How it works
A clear path through WerkIQ Projects
Each step stays connected, so information moves forward without re-entry, hidden handoffs, or separate spreadsheets.
- 1
Project Planning
Define scope, owners, dates, priorities, and delivery expectations.
Project templates
- 2
Tasks & Dependencies
Break work into accountable tasks and keep blockers visible.
Task assignment
- 3
Milestones
Track important outcomes and delivery checkpoints.
Milestone planning
- 4
Resource Allocation
Plan people and capacity around the work that matters most.
Team assignments
Everything You Need for Project Delivery
Tasks & Dependencies
Break work into accountable tasks and keep blockers visible.
- Task assignment
- Due dates
- Priorities
- Dependencies
- Status tracking
Milestones
Track important outcomes and delivery checkpoints.
- Milestone planning
- Completion status
- Timeline visibility
- Milestone reports
Resource Allocation
Plan people and capacity around the work that matters most.
- Team assignments
- Workload visibility
- Role allocation
- Capacity planning
Timesheets & Expenses
Capture project effort and costs for accurate delivery and billing decisions.
- Project timesheets
- Activity tracking
- Expense links
- Approval workflows
Project Budgets
Compare planned costs, actual effort, and financial progress.
- Budget planning
- Cost tracking
- Variance views
- Profitability signals
Automate
Keep project work moving
Automate the follow-ups that keep delivery on schedule.
- Task assignment notifications
- Due date reminders
- Milestone alerts
- Timesheet approval prompts
- Budget variance alerts
- Overdue task escalations
Reports Include
Project visibility for better decisions
See delivery progress, resource use, time, and costs in one reporting view.
- Project status summary
- Task completion
- Milestone progress
- Team workload
- Timesheet by project
- Budget versus actual
- Overdue work
- Project profitability
Why Choose WerkIQ Projects
One Delivery View
Connect plans, tasks, people, time, and costs in one project record.
Clear Ownership
Every task and milestone has an accountable owner and visible status.
Resource Awareness
Allocate work with a better view of capacity and competing priorities.
Budget Control
Track planned and actual project costs before surprises grow.
Customer Connected
Link projects to customers, work, and delivery outcomes.
Reports That Help
Turn project activity into practical delivery and planning insights.
Integrations
Connect projects with time, finance, communication, and customer workflows.
Swipe or use arrows to browse integrations
Features
Security & Permissions
Control who can view, assign, approve, and manage project work.
- Project-level access
- Task assignment controls
- Timesheet approvals
- Budget permissions
- Audit logs
- Two-factor authentication
- Single Sign-On (SSO)
Frequently Asked Questions
Yes. Create task plans, assign owners, track dependencies, and monitor milestones from the project workspace.
Make project progress easier to see
Bring planning, delivery, time, resources, and budgets into one connected project workspace.