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PSA

PSA
Formerly Upland PSA

Overview

What is PSA?

Upland PSA helps professional services teams grow their business.

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Recent Reviews

TrustRadius Insights

Tenrox is a versatile software that is used in a wide range of industries and departments. Users rely on Tenrox for various tasks such as …
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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 per month
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Product Details

What is PSA?

Upland PSA is professional services automation software that helps services teams manage profit margins from bid to close and deliver brilliant results for every client. Customers around the world use Upland PSA to streamline business operations for time and expense management, resource management, project financials, and project management so they can drive revenue growth for the services they offer.

PSA Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Upland PSA helps professional services teams grow their business.

PSA starts at $15.

Abak 360, Certinia PS Cloud, and OpenAir PSA are common alternatives for PSA.

The most common users of PSA are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(18)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Tenrox is a versatile software that is used in a wide range of industries and departments. Users rely on Tenrox for various tasks such as manual inputting of hours worked on contracts, resource management, project time tracking, as well as automating the capture of time-data for audits. The software also serves as a billing tool, allowing users to track billable hours and expenses, project totals, and project profitability. With its ability to integrate with Microsoft Project, teams can seamlessly input their hours worked on tasks and update the project plan. Tenrox is also utilized for monitoring project activity against budgets, meeting resource planning needs, and reconciling actual hours worked on specific projects or O&M tasks. Its flexibility and features make it an essential tool for many organizations, providing insights into team utilization across all departments.

Timesheet pre-population: Many users appreciate that Tenrox pre-populates timesheets with employee's assigned contracts, giving them control over what is included. This feature has been praised by several reviewers for saving time and ensuring accuracy in time tracking.

Seamless integration with payroll providers: The seamless integration of Tenrox with payroll providers is highly regarded by users. Reviewers have mentioned that timesheets export well, making the process of transferring data to payroll systems efficient and error-free.

Email reminder system for timesheet submission: Users highly regard the email reminder system in Tenrox for timesheet submission and approval. Several reviewers have mentioned that this feature helps to ensure timely completion of timesheets, reducing delays and improving overall productivity.

  1. Inconsistent Functionality: Several users have expressed frustration with the inconsistent and unreliable functionality of the software. They have mentioned that certain features do not work as expected or are prone to errors and glitches.

  2. Compatibility Issues: Many users have encountered compatibility issues with the software, particularly when it comes to system requirements and customizations. Some reviewers have complained about being stuck with a 5-year-old product that only works on Internet Explorer in compatibility mode.

  3. Poor Customer Service: A significant number of users have reported dissatisfaction with the customer service provided by the company. They feel frustrated by the need to schedule phone conferences for assistance that does not actually help them resolve their issues, leading to a lack of support and guidance from the company's side.

Based on user reviews, Upland PSA is highly recommended for automating daily project management processes and effectively tracking financials. Users also suggest considering Upland PSA as a centralized source for maintaining financials and project documents. However, it is mentioned that Upland PSA may restrict the use of currencies for a single project.

Tenrox is recommended as a cost-effective fully functional PSA solution that organizations should consider adding to their shortlist. It is particularly recommended for mid-sized organizations looking to solve project management issues, with users mentioning good support and customer care. Users suggest exploring the efficiency and power of Tenrox for long-term benefits in automating project management services.

Tenrox is also praised for its suitability for larger companies to submit and track employee time. However, users mention the need for an updated interface and modern features. Tenrox is recommended for organizations that require complex functionality, flexibility, and scalability, with an emphasis on the importance of knowing and checking requirements. It is suggested that the administrator of Tenrox should have project management knowledge to provide better support to users.

Users highly recommend Tenrox solutions for businesses of all sizes, highlighting the professionalism and willingness to help from the Tenrox team. When choosing a tool like Tenrox, users recommend considering the ease of use and potential cost of user support, as good support is provided. Tenrox is also recommended as an easy-to-implement project management tool that is worth trying.

For employee usage, it is suggested to consider a tool with a more intuitive interface to minimize administrative tasks. Tenrox may initially appear intimidating, but it allows for gradual learning and module addition, leading to better and easier-to-use solutions. Users highly praise the experience of using Tenrox for professional services operations, mentioning the smooth UI experience and tailoring capabilities.

While Tenrox may not have a visually appealing interface, it is still recommended due to its great capabilities and customization options. However, users caution about the difficulty of changing paths once chosen.

In addition, it is recommended that the software should have support in multiple continents for 24-hour coverage. Users suggest understanding the goals before selecting the product and having a dedicated administrator and established procedures and policies in place. Although there may be a long implementation process, overall success is mentioned. Users also advise doing a demo, asking specific questions, and conducting a thorough test-drive of the product to ensure smooth processes.

Attribute Ratings

Reviews

(1-11 of 11)
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Score 6 out of 10
Vetted Review
Verified User
Incentivized
Upland PSA handles basic, constant-project billing amazingly. My struggle with it is when the project codes fluctuate week over week... keeping track of the codes can be quite painful and the lookup is hard to use. If you have a fixed list of tasks, its an amazing tool for forecasting, productivity tracking, and billing
Score 1 out of 10
Vetted Review
Verified User
Incentivized
I would have recommended this higher if I didn't see other platforms that were way easier to implement and report on. It's not efficient for large businesses that need to pull hours across offices easily. Right now we have admins working with the Tenrox team to get managers what they need since it takes up too much time to pull reports. It's easy to enter your time but hard to get the names of the projects installed where you need to enter your time, and then pulling reports is a huge hassle.
Score 9 out of 10
Vetted Review
Verified User
Incentivized

We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).

With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.

Christopher Kramer | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
Tenrox has been the only solution we can find that can make a simple timesheet that basically turns the old Excel timesheet into an online cloud based glorified Excel sheet. No drop downs for employees to pick through and little room for error. The reporting could be great but not in the way we have customized it. The reports are useless most of the time and writing a report is very difficult. If you want a nonprofit adapted timesheet for multiple funders and contracts without any frills or reporting then this is it!
Score 8 out of 10
Vetted Review
Verified User
Incentivized
If you are trying to house a large volume of relatively small projects or clients who need granular reporting on a large volume of small deliverables, Tenrox might not be the best solution. We do have one group that utilizes Tenrox Project Planning (TPP) for a client that has such deliverables, however as mentioned elsewhere in this review we have found TPP to be problematic when synching with the Tenrox system. The administrative time it would take to manage those projects directly out of Tenrox is simply not worth the small dollar value of the individual projects.

The level/proficiency of project managers relative to administrative support. Tenrox is a bit more robust and more complex to figure out than a lot of systems out there that might have a very simple interface for project managers that might have different levels of proficiency and need in the system. When evaluating if Tenrox would be good for your business, I would suggest considering your administrative support team and how much they can handle in conjunction with the system's proficiency of your project managers and how much you will need them to use Tenrox (i.e. will your administrators be doing the majority of the system work, or will actual project managers be expected to setup and maintain projects, resources, etc. etc. From there, do you have enough admin bandwidth relative to the number of systems-minded project managers, resource managers, etc.).
Score 5 out of 10
Vetted Review
Verified User
Key questions to ask during the selection process: how often will you be running reports in Tenrox (daily, weekly, monthly?) and which of the reporting tools (OLAP or AdHoc) would meet your report needs? In our experience - OLAP is more flexible but takes more time to run a report. If you use AdHoc you can't combine as many fields into one report but the reports run more quickly.
Score 9 out of 10
Vetted Review
Verified User
Tenrox works great for our Project Management team and it is well suited when being used in conjunction with Microsoft Project. For the way Tenrox works in our case, it may not be as useful for Project Management departments that do not use Microsoft Project, or different departments within an organization.
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