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  • Outdated user interface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

Professional services organizations (PSOs) with globally distributed workforces. It is useful in consulting, insurance, legal, government, non-profit, construction, and more.

Not Recommended For

Small businesses or startups due to its complexity and the extensive learning curve required.

About Upland PSA

Upland PSA, initially known as Tenrox, is a software designed to automate professional services, aiming to enhance customer results and profitability in service delivery.

Upland PSA Key Features

  • Timesheet and Expense Automation: Offers centralized tracking of time and expenses with customizable templates and workflows, supporting multiple currencies and companies.
  • Resource Management: Includes a skills library and an availability heatmap, allowing for flexible resource booking.
  • Project Management: Features Gantt chart-based planning, integrated with resource and financial management.
  • Project Financials: Enables estimation of project revenues, costs, and margins, incorporating real-time data from timesheets.
  • Advanced Analytics: Provides native analytics with role-specific reports and customizable dashboards.
  • CRM and ERP Integrations: Compatible with major CRM and ERP systems, facilitating project pipeline monitoring and financial automation.
  • 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.

Key aspects of Upland PSA include its ease of deployment, user-friendly design, scalability, and modular structure. It integrates seamlessly with essential organizational applications such as Accounting, HR, CRM, and collaboration tools.

Upland PSA is tailored for planning, budgeting, and accounting for project costs, optimizing resource use, improving forecasting, and enhancing project execution. It streamlines project management processes, improves capacity planning and forecasting, reduces operational costs, and enhances visibility and productivity.

The software manages portfolios and projects from initiation to closure, featuring a workflow-driven interface and certified integrations with CRM and financial systems. Upland PSA is designed to adapt to your existing enterprise software, offering a graphical workflow for process management and configurable budgeting and chargeback processes. It provides real-time insights into project management, workforce management, and financials, helping in proactive decision-making.

Product Overview

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