BQE CORE vs. ClickUp

I would recommend this for our industry: architecture, engineering, or construction. I would recommend this for any larger firm with many employees or high number of projects. I would particularly recommend this for a company with projects that have budget constraints and where time tracking and expense tracking is very important. I would not recommend this complicated software for a small firm with a small amount of income or number of projects.

It has been great for all of my needs - tracking elaborate tasks/subtasks and their timelines, instructions, time spent, reporting on time, etc. I did try to use it for lesson planning and time tracking for homeschool and it got too hard to view and keep track of all the automations I had set up and if they were firing at the right times. But that's the only time I can think of where it didn't really work for what I needed!

Incentivized

• Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
• Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
• Dashboards are the best tool EVER!
• The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.

Incentivized

• Customization is huge for us! We do not have the aspects of standard project management, so having the ability to customize basically everything in ClickUp is amazing.
• An outstanding free version of the software! We are a small nonprofit organization that cannot afford the robust levels of other software, so having access to SO MUCH for free is incredible.
• The layout and organization of tasks, Spaces, folders, etc. is perfect. I love how I can see which task all of my subtasks belong to on my dashboard. And the option to change colors and icons for everything also really appeals to my obsessive brain.

Incentivized

• Customizable Reporting
• Linking Project to Payment all together
• Assigning contacts to particular roles - such as Invoicing, Contracts, etc.
• Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc.

Incentivized

• I would like to see when scheduling a task for someone, their available hours, as I am scheduling instead of having to go back to the workload view
• I'd like easier UX and understanding of what all of the different levels of folders, lists, tasks, can do and what they should be used for
• Notifications can be cleaned up

Incentivized

We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.

Incentivized

It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.

Incentivized

The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.

Incentivized

In general, I think the usability is probably great. The reason I didn't give it as high of a score is because at the last 2 companies I worked at, they each used different software. So I was already used to those. Learning their UI isn't hard, but always a little annoying to learn something new.

I can only remember a couple of times in 4 years that Core has been unavailable.

For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.

Incentivized

This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.

The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.

Incentivized

As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.

Incentivized

Support are genuinely helpful and really nice to deal with. I had a bug on my workspace that I’d been experiencing for a while. They looked into it for me and asked some questions. Once they found the issue and resolved it, they even filmed a video detailing how they’d fixed it. That level of support is fantastic.

Incentivized

Make sure you have someone training you that fits your style of learning.

There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.

Incentivized

wont let me skip

Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.

And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.

Incentivized

Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.

Incentivized

Hard to describe it, but the way it connects everything so much better, that they layout is significantly easier to use, and the capabilities are significantly higher. Cleaner and easier to use than SalesForce, both in capability and in the way the workspace UX is presented is far more usable, the features are more rich and flexible than Monday (as well as billing and feature access across plans is way better), and the list + doc + spaces structure is miles ahead of Notion in terms of structure, layout, access, and usability.

Incentivized

This software works on a small and large scale.

Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.

Incentivized

• Quick setup of new tasks under a parent project, with immediate hourly billing to it.
• Monitoring of details of non-chargeable efforts in appropriate detail
• Validation of hourly cost, billing cost, benefit cost, profitability by person and role
• Company tracking of write-off's included in corporate and project reporting, no data is "lost"
• Can track excessive work time as +PTO in lieu of pay for use as future vacation

• Allows us to meet from anywhere in the world.
• Allow us to provide reports and updates via computer to leadership.
• Leadership in our organization have praised IT for the use of ClickUp because the tool is exactly what was needed. Before, we were depending on spreadsheets to keep track of work.
• ClickUp brings organizatins together in ways that other software has not. It provides everything we lacked and needed to get out organization up to the standard as other large universities.

Incentivized