LiquidPlanner vs. PSA

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
LiquidPlanner
Score 8.3 out of 10
Mid-Size Companies (51-1,000 employees)
LiquidPlanner is a cloud based predictive project management solution. Some key features include: Dynamic Timeline View, Workload View, and Real-Time Activity Stream.
$0
per month per user
PSA
Score 5.8 out of 10
N/A
Upland PSA helps professional services teams grow their business.
$15
per month
Pricing
LiquidPlannerPSA
Editions & Modules
Free
$0
per month per user
Essentials
$15.00
per month per user
Professional
$25
per month per user
Ultimate
$35
per month per user
Enterprise
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Offerings
Pricing Offerings
LiquidPlannerPSA
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Features
LiquidPlannerPSA
Project Management
Comparison of Project Management features of Product A and Product B
LiquidPlanner
8.1
15 Ratings
7% above category average
PSA
-
Ratings
Task Management8.711 Ratings00 Ratings
Resource Management8.69 Ratings00 Ratings
Gantt Charts8.68 Ratings00 Ratings
Scheduling8.810 Ratings00 Ratings
Workflow Automation8.47 Ratings00 Ratings
Team Collaboration8.911 Ratings00 Ratings
Support for Agile Methodology7.76 Ratings00 Ratings
Support for Waterfall Methodology8.46 Ratings00 Ratings
Document Management9.93 Ratings00 Ratings
Email integration7.914 Ratings00 Ratings
Mobile Access4.99 Ratings00 Ratings
Timesheet Tracking7.210 Ratings00 Ratings
Budget and Expense Management7.66 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
LiquidPlanner
8.3
5 Ratings
11% above category average
PSA
-
Ratings
Quotes/estimates8.54 Ratings00 Ratings
Project & financial reporting8.45 Ratings00 Ratings
Integration with accounting software7.94 Ratings00 Ratings
Best Alternatives
LiquidPlannerPSA
Small Businesses
FunctionFox
FunctionFox
Score 8.3 out of 10
Atera
Atera
Score 8.9 out of 10
Medium-sized Companies
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 6.8 out of 10
Enterprises
Quickbase
Quickbase
Score 9.2 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 6.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
LiquidPlannerPSA
Likelihood to Recommend
8.5
(17 ratings)
6.0
(11 ratings)
Likelihood to Renew
4.4
(2 ratings)
7.0
(6 ratings)
Usability
10.0
(1 ratings)
8.0
(1 ratings)
Support Rating
9.0
(2 ratings)
9.0
(1 ratings)
Implementation Rating
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
LiquidPlannerPSA
Likelihood to Recommend
LiquidPlanner
LiquidPlanner is amazing for any time of project management scenario where you have to manage several teams and details. Running a project through LiquidPlanner is so easy because it lets you break down the project into sections and folders and small tasks that you can assign to specific people. With a small to medium size team-- LiquidPlanner is amazing for organizing and tracking details. If you have a huge team or not a ton of details to track LiquidPlanner might not be right for you because it is a software that requires some good training to learn and has tons of functions that can be utilized so it seems better suited to be used by a smaller group looking to coordinate or for people who have lots of details that can be difficult to track.
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Upland Software
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.
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Pros
LiquidPlanner
  • Priority based planning. Every other planning software we've used relies on dates and therefore needs constant attention. Priority based planning means that the plan is always up to date.
  • Ease of use. LiquidPlanner has a very short learning curve. This is critical to getting team members to use it.
  • Forecasting. LiquidPlanner makes it very easy to run scenarios by simply dragging and dropping projects and reassigning resources.
  • Awesome Support. I get personal responses very fast. Usually within a couple hours. And, they listen and ask for more information.
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Upland Software
  • We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
  • Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
  • Tenrox has a great email reminder system for when people need to submit or approve timesheets.
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Cons
LiquidPlanner
  • The interface is messy and cluttered. The best way to find things and see what you actually want to see is the main Projects view which is also the most cluttered and hardest to maneuver in.
  • Clicking an external link someone posted in a comment or task description doesn't open in a new window by default, so we are constantly having to go back to get to LiquidPlanner again.
  • The way that the interface saves your state globally (rather than per tab instance) means that if you click a link from someone else to a task that's not yours, then it adjusts your filters on the Projects page. Then if you refresh another LiquidPlanner window where you were on the Projects tab, suddenly all of its filters are updated and what you were looking at may no longer be there.
  • It might just be the way that we use the system, but the Home and My Work tabs are fairly useless for us. They typically don't show the tasks we're actually looking for.
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Upland Software
  • Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
  • Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
  • (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
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Likelihood to Renew
LiquidPlanner
We may not renew LiquidPlanner's contract, but only because my company has recently been acquired and we'll be adopting some of the software that they're using to standardize process. LiquidPlanner's development team releases new features pretty often, so it seems like the gaps and inefficiencies are slowly getting smaller/less frequent
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Upland Software
I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
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Usability
LiquidPlanner
Easy to learn and utilize. Can export charts and reports for sharing with colleagues.
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Upland Software
I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
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Support Rating
LiquidPlanner
They have been great in trying to come up with creative solutions to help us do what we want to do with the platform. I would say their support has been exceptional because we have hit them with some complex requests.
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Upland Software
The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
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Implementation Rating
LiquidPlanner
No answers on this topic
Upland Software
The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
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Alternatives Considered
LiquidPlanner
Miro is a more versatile tool, but not quite made for planning and organizing. LiquidPlanner is very intuitive, fast to learn and easy to communicate. The added value of prioritizing tasks, personalized boards and gantt charts are really important during the planning and design thinking in the business. LiquidPlanner is simplified yet more helpful.
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Upland Software
The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
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Return on Investment
LiquidPlanner
  • LiquidPlanner really forces you to map out your workflow. For me, honing into a template that I can later adjust as needed has been huge, as there is less time at the beginning of a project trying to assign and figure out what needs to happen when usually it never changes.
  • Communication between employees, especially ones not immediately available in the office has been very welcomed. It helps having conversations documented in a public, logical place that is easy to find and refer to as the project continues.
  • Our productivity has definitely skyrocketed as we've really gotten a feel and committed to using LiquidPlanner daily. As we move forward, we continually try to add more and more ways for us to use the service.
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Upland Software
  • Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
  • We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
  • A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
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ScreenShots

LiquidPlanner Screenshots

Screenshot of Project Dashboards allow users to build high-level views that help visualize data.Screenshot of Workload Views allow users to see an entire team's workload at once and make resource adjustments in stride.Screenshot of Time Sheets keep track of hours per task and automatically update project estimates.Screenshot of Project View allows users to view any project in detail, assign tasks, set their priority, and access schedule risk.Screenshot of My Work View is a personalized view of all work to always know what to work on next.