Upland PSA
A project management software for professional services companies offering resource management and data visualization tools. Formerly Tenrox before rebranding in 2020.
Product Overview
Upland PSA, formerly Tenrox, is a platform designed for project management for globally distributed professional services organizations. The platform integrates workforce management and financial capabilities. Upland PSA is equipped with tools for automating workflows, resource management, time and expense, reporting, and data visualization. It’s ISO-27001 certified and has passed a Type II audit by the AICPA.Pros
- Strong project financial management
- Offers timesheet and PTO request tracking
- Delivers project plan and resource management tools
Cons
- Reports require export to Excel for data manipulation
- Outdated user interface
- Limitations in approving hours and individual payroll info
Target Market
Medium to large professional services organizations with globally distributed workforces. Useful in consulting, insurance, legal, government, non-profit, and construction. Best for companies with at least 50 employees and annual revenues of at least $10 million.Not Recommended For
Small businesses or startups due to its complexity and the extensive learning curve required.Key aspects of Upland PSA include simple implementation and a modular structure. It integrates with organizational applications such as accounting, HR, CRM, and collaboration tools.
The platform is tailored for planning, budgeting, and accounting for project costs. The platform helps optimize resource use and improves capacity planning and forecasting. Additionally, the system offers a graphical workflow for process management and configurable budgeting and chargeback processes.
Video Overview
Key Features
- Timesheet and Expense Automation: Offers time and expense tracking with customizable templates and workflows, multi-company support, and multi-currency support.
- Resource Management: Includes a skills library and an availability heatmap for more flexible resource allocation. Effectively balance team workload for optimized performance without burnout.
- Project Management: Features Gantt chart-based planning integrated with resource management and accounting.
- Project Accounting: Predicts project revenues, costs, and margins, incorporating current data from timesheets. Recognize revenue based on billing policies and generate detailed customer invoices.
- Advanced Analytics: Provides native analytics with role-specific reports and customizable dashboards.
- Payroll and HR Systems Integration: Works with leading payroll and HR platforms for managing expenses, time off, and skills.
- Productivity Tools Integration: Supports project delivery tools like Microsoft Project and Jira.
Integrations
Upland PSA integrates with several types of systems, including:
- CRM: Salesforce, HubSpot, and Microsoft Dynamics
- Payroll and HR: Workday, Ultimate, Oracle, and ADP
- ERP and Accounting: Microsoft Dynamics 365 Business Central, SAP Concur, Sage Intacct, QuickBooks
- Project Management: Jira and Microsoft Project
Supported Industries
Upland PSA best serves businesses in the following industries:
- IT Services
- Consulting Firms
- Marketing and Advertising Agencies
- Engineering and Architecture Firms
Product Overview
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