TrustRadius Insights
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
YouTube
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Product Details
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- Competitors
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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
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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.
- Efficiency is definitely a benefit. While we do have to put in some effort into set up and maintenance of projects, we were able to eliminate the use of external timelines and WBS documents. Now we can grab them right out of Projector to send to the client, push into MS Project or just have our team access.
- Resource allocation is more detailed and efficient and allows us to grow and be able to manage a larger group of resources with a wider range of skill-sets.
- We are able to more accurately track and analyze internal R&D efforts and projects.
We switched to Projector from Open Air. While Open Air was a good tool, we found it wasn't really designed for project management at the level of detail we needed from our PSA and used MS Project and Excel to supplement Open Air. We also struggled with the invoicing side of it, manually combining invoice summaries with custom time and expense reports in Acrobat. Projector however, was designed for project management. We are able to manage projects, track time and expenses, and invoice all out of one system. The project setup can accommodate a wide range of complexity, including milestones, dependencies, etc. Project and resource dashboards also help see the services portfolio and team at a summary level and allows us to zero in on particulars easily and more meaningfully than we were ever able to with Open Air. Invoice templates are also easily customized and we were able to get several set up quickly to meet our needs. Lastly, Open Air required us to purchase and pre-pay licensing for a year, so if we lost staff mid-way through the year, the unused seat was not prorated. Projector licensing is paid monthly based on actual number of active users that month, which makes more sense for a team with fluctuating headcount.
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Consultants, Project Leads, Project Managers, Project Coordinators, Finance & Accounting, VP & Directors of Services