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PSA

PSA
Formerly Upland PSA

Overview

What is PSA?

Upland PSA helps professional services teams grow their business.

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Learn from top reviewers

Upland PSA handles itself amazingly - timesheet and project billing for a fixed list of projects

Rating: 6 out of 10
December 15, 2022
IncentivizedVetted ReviewVerified User
Upland PSA is our current project billing software, used by all of our employees who bill time directly to customer projects. It addresses our business need to accurately acco...
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Verified user
Engineer
PSA1 year of experience

Wouldn't recommend Tenrox

Rating: 1 out of 10
May 28, 2018
IncentivizedVetted ReviewVerified User
Tenrox is being used by my company to keep track of billable and non-billable hours across all departments across the company. This is used for us to see billable utilization ...
Continue reading
Verified user
Professional
PSA5 years of experience

Tenrox: for richer or poorer, in good times and bad...

Rating: 9 out of 10
February 12, 2016
IncentivizedVetted ReviewVerified User
Tenrox is being used for timekeeping and expense reporting against projects. We use Tenrox as a billing software mainly. Tenrox is one of three systems that we have to use and...
Continue reading
Verified user
Administrator
PSA3 years of experience

Tenrox Time and Labor for Nonprofits

Rating: 1 out of 10
March 13, 2015
IncentivizedVetted ReviewVerified User
Our entire agency uses Tenrox as our timesheet and labor distribution tool which we export to Paychex for payroll purposes. Basically our Tenrox timesheet looks like a glorifi...
Continue reading
Christopher Kramer
Manager - Finance and Accounting
Senior Staff Accountant
Cascade AIDS Project
PSA4 years of experience

Tenrox Review - If the shoe fits...

Rating: 8 out of 10
March 9, 2015
IncentivizedVetted ReviewVerified User
Our organization is primarily a Staffing and Recruiting firm (and when including that portion of the business we have many more employees than indicated), however the division...
Continue reading
Verified user
Administrator
PSA7 years of experience

Tenrox - leader of time management

Rating: 7 out of 10
March 4, 2015
IncentivizedVetted ReviewVerified User
Tenrox is being used as a resource management tool in our information's department only. We are looking into rolling it out to other departments in our company. It helps recon...
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Verified user
Analyst
PSA4 years of experience

Tenrox TImekeeping

Rating: 7 out of 10
May 3, 2014
Vetted ReviewVerified User
Used for the internal audit department of automating our capture of time-data assigned to audits.
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Orang Demehry, CPA, CISA, CITP, ACDA
Manager - Other
Manager Audit Business Systems
First American Financial Corporation
PSA16 years of experience

strong tool that could be excellent with improved customer support

Rating: 5 out of 10
April 15, 2014
Vetted ReviewVerified User
Tenrox is used across our organization to monitor project activity against budgets, to meet our resource planning needs, and to track timesheets and expenses.
Continue reading
Verified user
Employee
PSA2 years of experience

I like it and I know it's being improved

Rating: 6 out of 10
April 12, 2014
Vetted ReviewVerified User
It was used for resource management and project time tracking. Agency wide for time tracking PM/AM team for resource management
Continue reading
Caitlin Hurley
Account Manager - Marketing
Delivery Manager
Modern Climate
PSA3 years of experience

Deb Review

Rating: 9 out of 10
April 12, 2014
Vetted ReviewVerified User
We used it to do time and expenses and it interfaced to our AR
Continue reading
Deborah Donley
Analyst - Finance and Accounting
Financial Analyst
Encore Health Resources
PSA2 years of experience

Is Tenrox Worth It? Read more to find out.

Rating: 9 out of 10
April 4, 2014
Vetted ReviewVerified User
Tenrox is being used to track hours on project plans, and it syncs with Microsoft Project. The Project Management, Development, and Quality Assurance Teams input their hours w...
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Verified user
Project Manager
PSA2 years of experience
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Pricing

View all pricing

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 per month
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Product Details

What is PSA?

Upland PSA is professional services automation software that helps services teams grow their business. Upland PSA is used by organizations to streamline business operations for time and expense management, resource management, project financials, and project management, to drive growth for the services they offer and deliver better results for clients.

Upland PSA gives users:
1) Complete system configuration: Automates workflows and approvals to match the way the business runs and make updates when needed.
2) Start with the essentials: Starts quickly with capabilities for time and expense management, resource management, project financials, and project management, with advanced features available when ready.
3) Expertise ready to help: Includes pre-designed or custom training to set teams up for success from Day 1.

PSA Competitors

PSA Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Upland PSA helps professional services teams grow their business.

PSA starts at $15.

Abak 360, Certinia PS Cloud, and OpenAir PSA are common alternatives for PSA.

The most common users of PSA are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(18)

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!

Tenrox is a versatile software that is used in a wide range of industries and departments. Users rely on Tenrox for various tasks such as manual inputting of hours worked on contracts, resource management, project time tracking, as well as automating the capture of time-data for audits. The software also serves as a billing tool, allowing users to track billable hours and expenses, project totals, and project profitability. With its ability to integrate with Microsoft Project, teams can seamlessly input their hours worked on tasks and update the project plan. Tenrox is also utilized for monitoring project activity against budgets, meeting resource planning needs, and reconciling actual hours worked on specific projects or O&M tasks. Its flexibility and features make it an essential tool for many organizations, providing insights into team utilization across all departments.

Timesheet pre-population: Many users appreciate that Tenrox pre-populates timesheets with employee's assigned contracts, giving them control over what is included. This feature has been praised by several reviewers for saving time and ensuring accuracy in time tracking.

Seamless integration with payroll providers: The seamless integration of Tenrox with payroll providers is highly regarded by users. Reviewers have mentioned that timesheets export well, making the process of transferring data to payroll systems efficient and error-free.

Email reminder system for timesheet submission: Users highly regard the email reminder system in Tenrox for timesheet submission and approval. Several reviewers have mentioned that this feature helps to ensure timely completion of timesheets, reducing delays and improving overall productivity.

  1. Inconsistent Functionality: Several users have expressed frustration with the inconsistent and unreliable functionality of the software. They have mentioned that certain features do not work as expected or are prone to errors and glitches.

  2. Compatibility Issues: Many users have encountered compatibility issues with the software, particularly when it comes to system requirements and customizations. Some reviewers have complained about being stuck with a 5-year-old product that only works on Internet Explorer in compatibility mode.

  3. Poor Customer Service: A significant number of users have reported dissatisfaction with the customer service provided by the company. They feel frustrated by the need to schedule phone conferences for assistance that does not actually help them resolve their issues, leading to a lack of support and guidance from the company's side.

Based on user reviews, Upland PSA is highly recommended for automating daily project management processes and effectively tracking financials. Users also suggest considering Upland PSA as a centralized source for maintaining financials and project documents. However, it is mentioned that Upland PSA may restrict the use of currencies for a single project.

Tenrox is recommended as a cost-effective fully functional PSA solution that organizations should consider adding to their shortlist. It is particularly recommended for mid-sized organizations looking to solve project management issues, with users mentioning good support and customer care. Users suggest exploring the efficiency and power of Tenrox for long-term benefits in automating project management services.

Tenrox is also praised for its suitability for larger companies to submit and track employee time. However, users mention the need for an updated interface and modern features. Tenrox is recommended for organizations that require complex functionality, flexibility, and scalability, with an emphasis on the importance of knowing and checking requirements. It is suggested that the administrator of Tenrox should have project management knowledge to provide better support to users.

Users highly recommend Tenrox solutions for businesses of all sizes, highlighting the professionalism and willingness to help from the Tenrox team. When choosing a tool like Tenrox, users recommend considering the ease of use and potential cost of user support, as good support is provided. Tenrox is also recommended as an easy-to-implement project management tool that is worth trying.

For employee usage, it is suggested to consider a tool with a more intuitive interface to minimize administrative tasks. Tenrox may initially appear intimidating, but it allows for gradual learning and module addition, leading to better and easier-to-use solutions. Users highly praise the experience of using Tenrox for professional services operations, mentioning the smooth UI experience and tailoring capabilities.

While Tenrox may not have a visually appealing interface, it is still recommended due to its great capabilities and customization options. However, users caution about the difficulty of changing paths once chosen.

In addition, it is recommended that the software should have support in multiple continents for 24-hour coverage. Users suggest understanding the goals before selecting the product and having a dedicated administrator and established procedures and policies in place. Although there may be a long implementation process, overall success is mentioned. Users also advise doing a demo, asking specific questions, and conducting a thorough test-drive of the product to ensure smooth processes.

Reviews

(1-11 of 11)
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Upland PSA handles itself amazingly - timesheet and project billing for a fixed list of projects

Rating: 6 out of 10
Incentivized
December 15, 2022
Verified User
Vetted Review
Verified User
PSA
1 year of experience
Use Cases and Deployment Scope
Upland PSA is our current project billing software, used by all of our employees who bill time directly to customer projects. It addresses our business need to accurately account for work hours in a multi-tenant, multi-hat environment for our staff. My use case is as a solutions architect, in which i can bill time to 50+ different project codes in any given week.
Pros and Cons
  • billing
  • project accounting
  • forecasting
Likelihood to Recommend
Upland PSA handles basic, constant-project billing amazingly. My struggle with it is when the project codes fluctuate week over week... keeping track of the codes can be quite painful and the lookup is hard to use. If you have a fixed list of tasks, its an amazing tool for forecasting, productivity tracking, and billing

Wouldn't recommend Tenrox

Rating: 1 out of 10
Incentivized
May 28, 2018
Verified User
Vetted Review
Verified User
PSA
5 years of experience
Use Cases and Deployment Scope
Tenrox is being used by my company to keep track of billable and non-billable hours across all departments across the company. This is used for us to see billable utilization numbers and to hire against this. Since we implemented Tenrox, we have a better idea of how team members across the board are being utilized in a billable or non-billable way.
Pros and Cons
  • Tenrox makes it easy to put in your time accurately across the board. It's easy to track hours and enter your time at the SVP level or coordinator level.
  • Tenrox is also great at sending automated emails about when someone fills out their sheets or when someone isn't filling out their sheets. It's great at letting management know either way!
Likelihood to Recommend
I would have recommended this higher if I didn't see other platforms that were way easier to implement and report on. It's not efficient for large businesses that need to pull hours across offices easily. Right now we have admins working with the Tenrox team to get managers what they need since it takes up too much time to pull reports. It's easy to enter your time but hard to get the names of the projects installed where you need to enter your time, and then pulling reports is a huge hassle.

Tenrox: for richer or poorer, in good times and bad...

Rating: 9 out of 10
Incentivized
February 12, 2016
Verified User
Vetted Review
Verified User
PSA
3 years of experience
Use Cases and Deployment Scope
Tenrox is being used for timekeeping and expense reporting against projects. We use Tenrox as a billing software mainly. Tenrox is one of three systems that we have to use and was chosen to be implemented when the previous Access Database reached capacity. It is being used across all of one of the divisions of our company, and I am currently evaluating the needs to be able to add another division. We are able to track employee billable hours, project totals, project profitability, and avoid lost billable time/expenses with the reporting abilities offered in Tenrox.
Pros and Cons
  • User interface on time entry is simple to use.
  • Reporting abilities are basically unlimited. If you put the information in to Tenrox, there is a way to report on it.
  • Customer Service/Support not only at implementation but even after [becoming] an established user.
  • Simple to set up new clients/projects/billing rules/rates/tasks/users/etc.
Likelihood to Recommend

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.

Tenrox Time and Labor for Nonprofits

Rating: 1 out of 10
Incentivized
March 13, 2015
CK
Christopher Kramer
Senior Staff Accountant
Cascade AIDS Project (Non-Profit Organization Management, 51-200 employees)
Vetted Review
Verified User
PSA
4 years of experience
Use Cases and Deployment Scope
Our entire agency uses Tenrox as our timesheet and labor distribution tool which we export to Paychex for payroll purposes. Basically our Tenrox timesheet looks like a glorified Excel spreadsheet where our employees manually input their hours worked on various contracts to the nearest quarter hour every pay period which is semi-monthly.
Pros and Cons
  • 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.
Likelihood to Recommend
Tenrox has been the only solution we can find that can make a simple timesheet that basically turns the old Excel timesheet into an online cloud based glorified Excel sheet. No drop downs for employees to pick through and little room for error. The reporting could be great but not in the way we have customized it. The reports are useless most of the time and writing a report is very difficult. If you want a nonprofit adapted timesheet for multiple funders and contracts without any frills or reporting then this is it!

Tenrox Review - If the shoe fits...

Rating: 8 out of 10
Incentivized
March 09, 2015
Verified User
Vetted Review
Verified User
PSA
7 years of experience
Use Cases and Deployment Scope
Our organization is primarily a Staffing and Recruiting firm (and when including that portion of the business we have many more employees than indicated), however the division in which we use Tenrox performs project-based work. We perform project-based work with a wide variety of project types and are able to create several different structures in the system to manage them all in one place. One of the reasons we have kept Tenrox is that it houses our full data even when smaller groups within our organization have to use other systems as is often dictated by our clients. We use many smaller systems for more specific and/or granular project management, and Tenrox houses 'it all' as our go-to.
Pros and Cons
  • As a systems administrator, I enjoy the Tenrox system itself. I would say of the systems I have worked with in the past and those that I currently work with, Tenrox is one of my favorites relative to my current business needs.
  • Tenrox has a huge range of capabilities and options and its very easy to select and use particular components and ignore those that aren't valuable based on the need.
  • It is a well-structured system and once you understand the basic mapping it is very logical.
  • When our PMs and hourly resources are first presented with Tenrox they often feel overwhelmed at a glance, but the vast majority of the time after only a small amount of training they are able to use the system quite well.
Likelihood to Recommend
If you are trying to house a large volume of relatively small projects or clients who need granular reporting on a large volume of small deliverables, Tenrox might not be the best solution. We do have one group that utilizes Tenrox Project Planning (TPP) for a client that has such deliverables, however as mentioned elsewhere in this review we have found TPP to be problematic when synching with the Tenrox system. The administrative time it would take to manage those projects directly out of Tenrox is simply not worth the small dollar value of the individual projects.

The level/proficiency of project managers relative to administrative support. Tenrox is a bit more robust and more complex to figure out than a lot of systems out there that might have a very simple interface for project managers that might have different levels of proficiency and need in the system. When evaluating if Tenrox would be good for your business, I would suggest considering your administrative support team and how much they can handle in conjunction with the system's proficiency of your project managers and how much you will need them to use Tenrox (i.e. will your administrators be doing the majority of the system work, or will actual project managers be expected to setup and maintain projects, resources, etc. etc. From there, do you have enough admin bandwidth relative to the number of systems-minded project managers, resource managers, etc.).

Tenrox - leader of time management

Rating: 7 out of 10
Incentivized
March 04, 2015
Verified User
Vetted Review
Verified User
PSA
4 years of experience
Use Cases and Deployment Scope
Tenrox is being used as a resource management tool in our information's department only. We are looking into rolling it out to other departments in our company. It helps reconcile actual hours worked on specific projects or O&M tasks. This tool is a great database for capturing project hours that can be capitalized and used for backup.
Pros and Cons
  • Detail for capital projects.
  • Shows associate work capacity throughout the year.
  • Helps clarify projects misses and gains by allowing to reconcile to forecast.
Likelihood to Recommend
I was not part of the selection process but we were only in the market for a time management system. I know now Tenrox provides a lot more features now than what we currently use the tool for.

strong tool that could be excellent with improved customer support

Rating: 5 out of 10
April 15, 2014
Verified User
Vetted Review
Verified User
PSA
2 years of experience
Use Cases and Deployment Scope
Tenrox is used across our organization to monitor project activity against budgets, to meet our resource planning needs, and to track timesheets and expenses.
Pros and Cons
  • You can create a report combining virtually any field that the application tracks, so in this way it's a very flexible tool. There are also very flexible workflows and security settings within the app so that you can really make it fit your organizational structure, whatever that may be.
  • You can download the report into Excel and work with the data in Pivot tables to get even more customized reports.
Likelihood to Recommend
Key questions to ask during the selection process: how often will you be running reports in Tenrox (daily, weekly, monthly?) and which of the reporting tools (OLAP or AdHoc) would meet your report needs? In our experience - OLAP is more flexible but takes more time to run a report. If you use AdHoc you can't combine as many fields into one report but the reports run more quickly.

I like it and I know it's being improved

Rating: 6 out of 10
April 12, 2014
CH
Caitlin Hurley
Delivery Manager
Modern Climate (Marketing and Advertising, 11-50 employees)
Vetted Review
Verified User
PSA
3 years of experience
Use Cases and Deployment Scope
It was used for resource management and project time tracking. Agency wide for time tracking PM/AM team for resource management
Pros and Cons
  • Allows for detailed day to day hours allocation
  • Data can be pulled into excel and provided pie charts for resource allocation
  • Reporting
Likelihood to Recommend
Does it allow me to adjust day to day time for individuals.
This was very helpful for agency creative/UX/tech team resource planning
Was less appropriate for budget tracking that was client facing

Deb Review

Rating: 9 out of 10
April 12, 2014
DD
Deborah Donley
Financial Analyst
Encore Health Resources (Hospital & Health Care, 201-500 employees)
Vetted Review
Verified User
PSA
2 years of experience
Use Cases and Deployment Scope
We used it to do time and expenses and it interfaced to our AR
Pros and Cons
  • User Friendly
Likelihood to Recommend
I liked Tenrox. It was user friendly and we had good feed back from our users. Automation to pull receipts to invoices would have been nice

Is Tenrox Worth It? Read more to find out.

Rating: 9 out of 10
April 04, 2014
Verified User
Vetted Review
Verified User
PSA
2 years of experience
Use Cases and Deployment Scope
Tenrox is being used to track hours on project plans, and it syncs with Microsoft Project. The Project Management, Development, and Quality Assurance Teams input their hours worked on a certain task into the Tenrox website. Once hours are entered, Microsoft Project is updated in an instant when Updating via the Tenrox Add-In on Microsoft Project. This product works with ease, as long as the users are set-up and are under the right tasks and have the appropriate time frame then Tenrox works like a charm.
Pros and Cons
  • Tenrox synchronizes well with Microsoft Project. There is a seamless connection between both products.
  • The Tenrox website is easy to use and is very simple. This leaves room for little error when inputting your time spent on tasks.
  • Tenrox is easy to pick up, and you can train someone in less than 5 minutes. The learning curve is minimal so it is not hard to implement.
Likelihood to Recommend
Tenrox works great for our Project Management team and it is well suited when being used in conjunction with Microsoft Project. For the way Tenrox works in our case, it may not be as useful for Project Management departments that do not use Microsoft Project, or different departments within an organization.
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