Projector PSA vs. SharePoint Designer (discontinued)

We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems

SharePoint does not provide, out of the box, a tool to create / update workflows from web. You have to use SharePoint Designer in order to create them. If you need to implement custom workflows for specific business processes, then SharePoint Designer is well suited. SharePoint Designer allows you to create workflows with task approval, email notifications, assign variables and update SharePoint Lists / Documents properties. In our company, we have created specific workflows for : - Purchase order - RH forms validation like annual employee review - Dematerialized existing forms and validation

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
• Time and expense entry is intuitive and quick for our staff.
• Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
• Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!

• 2013 Workflows - Loops: You can build loops to work while a value (not) equals something, or N number of times. You can insert Parallel Blocks to do multiple things at once, or to watch for multiple things, and when 1 thing finishes, cancels the others and moves to the next step or stage.
• 2013 Workflows - Stages: Previously all we had were steps, which worked sequentially. With the Concept of Stages, we can create blocks of steps and based on the data collected during those functions, we can tell the workflow to go to a different Stage in the workflow based on a set of 1, or multiple, Conditionals in a transition area after each Stage. Giving you the power to develop multiple entire processes and skipping to the correct part of the workflow, rather than going through 20 conditionals to find out you needed to do action 31.
• 2013 Workflows - REST API: the "Call HTTP Web Service" is a very powerful tool, but hard to understand if you have never seen it done, or have a guideline. It works very similar to the requirements in PowerShell to connect and get and post data to SharePoint using the Rest API. You can also use this to manage permissions on List Items, Lists, Sites, and Site Collections. Best part is when developed correctly, it is SUPER FAST!
• Intentionally Building Infinite Loops: I have built multiple review process from Managing Certifications to Updating Published Documentation, that monitors when an Item, based on provided approved metadata, when the "Author" needs to review the document within the given amount of time. They will get e-mails with links asking if changes are needed. If not, it is routed to the Approving Executive, and the Workflow Automatically updates the Metadata to push out the review dates to the next date, based on metadata provided on how how often the document should be reviews. By using conditionals in the transition of stages, it basically starts over, and goes into a parallel block to allow the monitoring of multiple values of metadata to move to the next stage. Very Powerful when you want to automate these types of process. It truly is a "Set It and Forget It" process.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.

• In the newest version of SharePoint Designer, they have gotten rid of the Design view which makes what used to be quick and easy changes much more code-intensive. This makes it harder for non-IT users and is more risker for all SharePoint Designer users.
• SharePoint Designer workflows have a lot of functionality, but there are also some crucial limitations, such as not being able to put lookup fields in email subjects or using parenthesis to separate/group logical conditions.
• Although this goes along with the Design view, there really isn't a good user interface anymore for adding conditional formatting and styles in views/pages.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.

It is a helpful tool that we use every day.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Desktop interface feels complex to new users.

In 5 years of use we have never experienced an unscheduled outage.

Support is good from Microsoft. They are quite responsive when we raise a ticket but SP Designer support will be ended by Microsoft in the near future as they have got new techs like PowerApps and Flow to achieve the same functionality SP Designer does and even more than that.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.

I haven't used anything else like this. I use different products for workflows and forms, but they aren't listed in the listings for this page. Instead of using it for workflows or forms (deprecated 2 years ago), I use Nintex. For everything else, I have what I need in the Modern version of SharePoint online

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
• Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
• Project proposals were more realistic because they were driven by real data.
• Decision making overall for the department became more efficient and effective

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• For my needs, I have not found SharePoint Designer useful for my day to day maintenance of SharePoint. It is useful for viewing all the objects that make up the SharePoint site.
• It is not as intuitive in regard to setting up Workflows. I have yet to use it to set up workflows in SharePoint. Maybe if I needed more complex workflows, it would be beneficial.
• I like to use SharePoint Designer for moving around files within SharePoint sites.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info