Pro and Enterprise Features

Workzone has a variety of additional features available to Pro and Enterprise customers providing for additional customization and extending Workzone's capabilities. Here's a PDF showcasing these options.

Pro:

Custom project intake forms - Custom request forms gather information and set deadline expectations.

Advanced capacity planning - Define non-default, or even user-specific, daily workload amounts to accurately match any team's specific capacity needs.

Enhanced time-tracking controls - Avoid problems with users entering time outside of specific time frames, locking in monthly time entries for all of the time worked in previous months.

API access - Connect Workzone's data to a variety of third party platforms and services, providing key information where it's needed most.

Enterprise:

Sign On and Security

• Single sign-on (SSO) - Technical admins have an added layer of control to secure which individuals access Workzone and how.
• Multi-Factor Authentication - Add an extra security layer to Workzone's log in process.

Requests

• Public access forms - Let requestors access custom request forms to submit project requests with just a link — no signing in required!
• Conditional form fields - Build out detailed intake forms with the ability to populate secondary questions based off of a requester's input.

Projects

• Cross-project dependencies - Set instances when activity in one project relies on work being completed in an altogether separate project.
• Critical path - This provides a useful way of focusing on the tasks that directly impact a project’s end date.
• Custom project & task fields - For teams with custom data they need to track, up to 20 custom fields can be created and reported on.

Reports

• Custom project reports - Make the most of data in Workzone with reporting built to give unique insights.
• Enhanced reporting dashboards - Visualize work in easy to understand charts, graphs, and tables, set on custom designed pages.
• Actual vs. budgeted hours report - This report's information helps better plan projects or remediate time discrepancies in projects that are currently in progress.
• Revenue Recognition Report - Combining both labor costs and expenses in one to compare expenditures to service charges.

Others

• Swimlanes for Boards - Depict activities in distinct areas on a Board so that related items can be grouped together.
• Advanced Markup - An easy way to track feedback, collaborate on PDF markup, review videos, and more.
• Workspace groups - Gain the ability to focus views and run reports by viewing a selected set of Workspaces.
• Native Integrations - Receive certain notifications from Workzone directly the third-party platforms like Slack and Teams.
• External Approvals - With no log in process is used to access and approve documents, it's easy to share and receive feedback from anyone with an email address.