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Projector PSA has proven to be an essential tool for managing and optimizing the staffing of consultants and analysts. Users have relied …
Starting at $15 per user
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What is Projector PSA?
Projector's cloud-based Professional Services Automation (PSA) software helps project-based services organizations track time and expenses, invoice clients, schedule resources, and manage projects. Its three modules span a more comprehensive set of uses than typical project management software. The Accounting module…
Recent Reviews
Popular Features
- Timesheet Tracking (11)9.595%
- Task Management (10)9.595%
- Resource Management (10)9.595%
- Scheduling (11)8.585%
Pricing
Team Edition
$15
Cloud
per user
Professional Edition
$25
Cloud
per user
Enterprise Edition
$30
Cloud
per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://www.projectorpsa.com/pricing.html
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Projector PSA Explainer Video - Software Company
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What is Projector PSA?
Projector's cloud-based Professional Services Automation (PSA) software helps project-based services organizations track time and expenses, invoice clients, schedule resources, and manage projects. Its three modules span a more comprehensive set of uses than typical project management software. The Accounting module helps the user track time and expenses and manage invoices and billing. Also it syncs with the company's accounting systems as a sub-ledger. The Resource Scheduling module matches people to projects, allowing managers to match available resource parameters to needs, supporting hiring needs. The vendor says this helps managers maintain workforce profitability. The Project Management module provides project workspaces, the familiar hub of project management software which facilitates communication and collaboration efficiency across team members.
These modules can be integrated with other programs (e.g. Microsoft Project, Salesforce, Quickbooks). Online demos and a free trial period are available.
These modules can be integrated with other programs (e.g. Microsoft Project, Salesforce, Quickbooks). Online demos and a free trial period are available.
Projector PSA Features
Project Management Features
- Supported: Task Management
- Supported: Resource Management
- Supported: Gantt Charts
- Supported: Scheduling
- Supported: Workflow Automation
- Supported: Team Collaboration
- Supported: Support for Waterfall Methodology
- Supported: Document Management
- Supported: Mobile Access
- Supported: Timesheet Tracking
- Supported: Budget and Expense Management
Professional Services Automation Features
- Supported: Invoicing
- Supported: Project & financial reporting
- Supported: Integration with accounting software
Projector PSA Screenshots
Projector PSA Integrations
Projector PSA Competitors
Projector PSA Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | No |
Frequently Asked Questions
Reviewers rate Task Management and Resource Management and Timesheet Tracking highest, with a score of 9.5.
The most common users of Projector PSA are from Mid-sized Companies (51-1,000 employees).
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(22)
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Projector PSA has proven to be an essential tool for managing and optimizing the staffing of consultants and analysts. Users have relied on the software to effectively allocate resources, track their time and expenses, and generate accurate reports based on this data. With its project management capabilities, Projector PSA allows users to keep track of budgets, enter time and cost, and generate customer invoices. This has helped businesses improve their time to revenue through timely invoicing and enabled them to track utilization and profitability for projects and customers. The software's comprehensive reporting capabilities, including advanced analytics, provide real-time information on projects, resource availability, projected and actual project revenues, and more.
Furthermore, Projector PSA has been instrumental in enhancing project management for organizations by reducing administrative activities and improving overall profitability. It enables better forecasting and planning for consultants by providing visibility into resource allocation and project timelines. By seamlessly integrating with Salesforce CRM, the software offers a more complete forecasting, resource availability, and revenue forecasting solution.
Additionally, Projector PSA is widely used in Professional Services and Managed Services businesses to manage project, resource, and accounting processes. Users across multiple business units in the US and Europe rely on the software to handle various functions such as managing subcontractors, employees, vendors, and customer information. The implementation of Projector PSA has resulted in increased billable time available to engineers and consultants while streamlining project management tasks. Although some organizations continue to use MS Project for specific purposes, they still utilize Projector PSA for its robust time tracking, billing, reporting capabilities.
In summary, Projector PSA serves as a vital tool for organizations by facilitating project management activities such as budgeting, resource allocation, variance reporting, cost tracking, invoice processing, and more. Its user-friendly interface combined with its ability to handle complex project workflows allows users to organize projects individually with unique codes and multiple task variations. Customers have recommended Projector PSA based on their positive experiences using the system and the ability to generate reports needed for marketing, operations, and accounting efforts.
User-Friendly Interface: Many users have praised the web portal of Projector PSA for its highly user-friendly and intuitive design, allowing for effortless input of time and expenses. Minimal training is required to navigate the interface effectively, making it easy for new users to get started quickly.
Flexible Configuration Options: Reviewers appreciate the flexibility offered by Projector PSA's configuration options, which allow organizations to use the software in a simple or complex way based on their needs. This customization feature is particularly helpful in adapting the system to fit specific organizational requirements and enables users to turn on specific features as they roll them out.
Powerful Reporting Module: The reporting module in Projector PSA has received high praise from many users due to its powerful data model and ease of creating custom reports. Users find this feature very useful and aligned with their objectives, giving them access to both detailed and summary data that helps generate any type of report they need.
Awkward Split between Web Portal and Management Console: Some users have expressed dissatisfaction with the split between the web portal and the management console in Projector PSA, stating that it feels awkward to navigate between the two. They would prefer all features to be consolidated in one place for a smoother user experience.
Complex Report Creation Process: According to some users, creating reports in Projector PSA can be complex and requires a deep knowledge of the product. This has been seen as a drawback by these users who feel that report generation should be more intuitive and user-friendly.
Dated Appearance and Interface of Desktop Application: Users have commented on the somewhat dated appearance and interface of the desktop application in Projector PSA. While functionality is important, some users believe that an updated design would enhance their overall experience with the software.
Based on user reviews, the three most common recommendations for Projector PSA are:
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Thorough Research and Demo: Users highly recommend conducting thorough research and watching demos before committing to the software. This allows companies to ensure that Projector PSA is a suitable fit for their specific needs and requirements.
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Involvement of Key Stakeholders: Reviewers advise involving Accounting, Project Managers, and project teams in the review process of Projector PSA. This helps in understanding the different perspectives and ensures that all relevant stakeholders are on board.
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Utilize Support Team: Many users recommend utilizing the support team provided by Projector PSA. They suggest reaching out to the support team for any questions or recommendations during the implementation process as well as afterwards. The support team is praised for their responsiveness and expertise in addressing users' queries.
Attribute Ratings
Reviews
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December 16, 2022
Projector PSA - Track Your Time
Projector PSA is a tool we use for resource utilization and tracking for each project on a daily
basis. It keeps us organized as each project is tracked individually, and has its own project code. Each project has different types of tasks so we don't need to create multiple task variants for each project.
- Resource Allocation which shows the resources added to the project
- Tracking Project Utilization which shows how many hours each resource has worked
- Time off Tracking which shows how much time off the resource has been on for each project
- Leave Management would be a great addition where you could raise leave requests right in the tool
- Attendance Management would be another great addition where you could raise attendance requests right in the tool
December 15, 2022
Projector PSA - Track your tasks
We use Projector PSA to track resource utilization per project on a daily basis. It helps keep us organized as each project is individually tracked, with its own unique code. Each project has multiple variations of task types so that we don't need to create multiple tasks for the same project.
- Project Tracking
- Resource Utilisation
- Attendance Requests & Tracker
- Leave Requests & Tracker
March 30, 2016
A Project-based System to Maximize Profitability
Projector PSA is currently used as our project management system. We input budgets, assign RDCs, forecast time, pull variance reports and use all the system's tools for much more. All resources are required to input time and expenses through the system so we are easily able to determine our projects' profitability and track costs. All vendor invoices are processed through the system and all client invoices are generated out of it. This is a vital tool for our entire organization across all departments.
- Time tracking. For a service company that typically bills retainers, it is very important to be able to assign a direct cost to your resources at all levels and analyze your profitability.
- Expense reporting. Projector easily tracks expenses of all types and allows you to categorize them under non-billable projects, client billable projects and/or client development ventures.
- Reporting. Projector has a large list of standard reports right at your fingertips. These reports can be extracted as Excel docs, mdp files and other useful formats. They are intuitive, clear and easy to analyze. For those you need on a standard basis, you can set them up to pull on a recurring basis. It should be noted that all reports are easily customized and Projector's support team is always there to help get you the information you need.
- For companies with offices overseas, there is no place to denote your VAT.
- Aesthetics. Projector's web based view is fantastic, but the management portal is still a bit outdated and gray.
March 24, 2016
Projector PSA, not so bad
Projector PSA is used as a project management platform for my company. We use it to keep track of budgets, enter time and cost and generate customer invoices.
- Projects have a lot of flexibility in customizing your budget.
- You can generate any type of reports to fit your needs.
- Technical Support is on point - very responsive and follow through on every problem.
- Naming convention of fields can be confusing or misleading at times.
- Resource dashboard is not user friendly.
- Budget in Projector PSA sometimes does not tie to actual budget due to the timing of billing time and material. Projector PSA should include an option to account for the time and material billed and un-billed.
March 23, 2016
Projector PSA for Mid-Size Businesses!
Projector PSA is used across the whole organization.
- Great for reporting expenses
- Great for entering time
- Great for processing invoices
- Good for pulling reports
- Needs improvement with GL integration
- Needs improvement with Project organization
- Needs improvement with expected amount of time submitted per day
March 16, 2016
Projector PSA delivers quantifiable business benefits
Score 9 out of 10
Vetted Review
Verified User
Projector PSA is used in the Professional Services and Managed Services businesses within my organization. It allows us to effectively manage resource allocation, resource utilization and delivers improved task management capabilities. Since the implementation of Projector we have increased the amount of billable time available to engineers and consultants, we have reduced the amount of time spent on administrative activities and have better management of projects which contributes to improved profitability.
Although Projector PSA has project management capabilities my organization do not use it in this regard. We continue to use MS Project and if required import (and export) the data from MS Project into Projector.
As a Professional Services organization it is key that we have access to accurate, real-time information on projects, resource availability, projected and actual project revenues and more. Projector PSA has comprehensive reporting capabilities which have recently been enhanced through the introduction of an advanced analytics module. We also use Salesforce as our CRM and are currently working on enabling the "out of the box" interface between the systems to allow for a more complete forecasting (resource availability and revenue forecasting).
- Resource Management - we are a national business and Projector provides us with the capability, in real time, to identify resource availability to meet current and upcoming project requirements. It allows us to
- Reporting
- 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.
November 11, 2015
Satisfied customer
Score 8 out of 10
Vetted Review
Verified User
Projector PSA was used to manage the project, resource, and accounting processes for all our customers' projects for the company. It was primarily used for time tracking, billing, and reporting. The major business problems addressed were improving time to revenue by timely invoicing customers, and tracking of utilization and profitability for projects and customers.
- Fast and easy time sheet entry for consultants - the web interface is well designed and provides enough validation to help prevent incorrect entries.
- The approval process for time sheets was very flexible, and allowed for simple multi-level approvals.
- The reporting capabilities were strong and detailed, with good access to detail and summary data.
- The split between the desktop and web environments was awkward at times.
- While the reporting modules are powerful, creating reports can be complex and required a fairly deep knowledge of the product.
- The appearance and interface of the desktop application appears somewhat dated.
May 27, 2015
Projector PSA
Score 9 out of 10
Vetted Review
Verified User
Projector PSA is used by our entire organization. It gives us visibility to better forecast and plan for our consultants and their projects.
- Budget forecasting
- Project planning
- A mobile app would be helpful
May 21, 2015
Flexible, easy to use PSA and T&E system
Score 10 out of 10
Vetted Review
Verified User
We use Projector across all of the organization to manage the staffing of our consultants (analysts through partners), record their time and expenses, run reporting based on this data, invoicing, and interface with QuickBooks Online. We use this software to understand our utilization and support processes for increasing our utilization, as well as provide automated recording of expenses and invoicing.
- Very easy to use, intuitive, efficient web portal for users to put in time and expenses. In our previous system, the UI was very painful to use - this one requires almost no training.
- Very flexible configuration that allows use in a 'simple' way through to a 'complex' way. This is helpful for us to use it in a way that makes sense for our organization and to turn on specific features as we roll them out.
- The reporting module (and the data model underneath) is very powerful. We have managed to create our own reports very easily, that have been very useful to us and met our objectives.
- The application is currently split into two: the web portal (which users record time and expenses, and can do some reporting), and the management console (PC only). The console works really well, but it would be nice to have it all in one place.
- While the mobile website works well, some users would like to see a dedicated app that allowed for offline time and expense entry (say, on a plane).
Score 9 out of 10
Vetted Review
Verified User
At our organization Projector is used as a project management and project accounting tool. We use it starting for managing various client projects, scheduling resources, managing time and expenses, invoicing, revenue recognition and reporting. We have several business units across US and Europe and over 800 users use it for various functions. We also manage sub contractors, employees, vendors and customer information through Projector.
- Projector is a very user friendly product and customizable to the business needs. Time and expense entry is very simple and easy to use. Their mobile app is also very user friendly.
- The reporting is very robust and has a lot of customizable reports. The best part is all of the data can be exported to Excel or other formats so you can create your own reports.
- The accounting interface is very good and we have had a great experience with it. There are many tools available to reconcile the details of transactions which makes it easier to complete period end processing.
- Projector interfaces with several major accounting systems and also with Salesforce which is very helpful to our organization.
- I think overall Projector has a great set of tools and is pretty good but some enhancements to the look of resource scheduling would make it very helpful.
- It has a lot of good features but needs a more user friendly help feature that allows for self learning.
Score 10 out of 10
Vetted Review
Verified User
We use ProjectorPSA to project mange, resource and invoice our professional consulting services. We use it to track time & expenses, project timelines, forecasting revenue and resourcing - basically every aspect of our PS firm's operations aside from sales & marketing.
- 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!
- One challenge has been the user interface of the management portal, but that is currently being overhauled. The new design is being rolled out incrementally, and so far we've been very impressed with it, both visually and functionally!
- Projector is first and foremost a project management tool. Because of this, we had to come up with some workarounds for customized accounting tasks we needed that were not part of the native Projector logic, but we were able to get what we need done.
- One thing we did have with our previous PSA tool and that isn't available in Projector is an integration with MS Outlook calendar. That would be a great feature for our team.
March 14, 2015
My experience with Projector PSA
I was in charge of orchestrating the implementation of a web-based project management tool. I tested three different products and based on my experience using the system and generating the reports the department needed I recommended Projector PSA. I was then in charge of orchestrating the implementation of Projector PSA for my department. After it was deployed, I was laid off and I am not sure if this company is still using it. When I was there, we were able to generate multiple type of reports geared at marketing, operation and accounting efforts. Prior to Projector PSA, the department was much basing their business decisions with multiple sources of date or no data which made it very difficult to target problem areas. Furthermore, there were workers and clients wanted to access information over the web to input and monitor information on their projects.
- Projector is easy to use and understand. It is web-based so the information is seen in real time. The cost was reasonable for a beginning project management tool.
- Once set up and implemented properly Projector was able to produce all type of operational reports with real-time information.
- It also had many useful built-in reminders for people responsible for inputting their project data.
- The support I received from Projector PSA was outstanding.
- Most of the problems I experienced using Projector PSA for the department I selected it for, had more to do with management and the buy-in of a tool that required up-to-date input from project managers than the tool itself.