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Upland PSA

Upland PSA

Overview

What is Upland 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
Upland 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 ...
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Verified user
Professional
Upland PSA5 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...
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Christopher Kramer
Manager - Finance and Accounting
Senior Staff Accountant
Cascade AIDS Project
Upland 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
Upland PSA16 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
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Caitlin Hurley
Account Manager - Marketing
Delivery Manager
Modern Climate
Upland PSA3 years of experience
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Pricing

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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 Upland 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.

Upland PSA Competitors

Upland PSA Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Upland PSA helps professional services teams grow their business.

Upland PSA starts at $15.

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

The most common users of Upland PSA are from Mid-sized Companies (51-1,000 employees).
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Reviews From Top Reviewers

View all reviews
(1-5 of 9)

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
Upland 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
  • 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.
Cons
  • Their customer service is horrible, every email I send they insist on following up with a scheduled phone conference to tell me they can't help me. I have wasted hours on conference calls over the years.
  • They upgrade their products but none of their upgrades will work with their current customer's system or "customizations". We are stuck with a 5 year old product that will only work with Internet Explorer on a PC and only when the browser is in compatibility mode. Even this functionality is touch and go.
  • They have continuously failed to make time off accruals for a semi-monthly payroll a possibility.
  • Anytime you ask them to upgrade you to their latest product they first tell you that will be another $3,000 and then they find out their upgrade isn't compatible with your settings.
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!

strong tool that could be excellent with improved customer support

Rating: 5 out of 10
April 15, 2014
Verified User
Employee in Finance and Accounting
Education Management Company, 11-50 employees
Vetted Review
Verified User
Upland 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
  • 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.
Cons
  • The upgrades have been particularly frustrating. We have often lost useful functionality as a result of the software being upgraded, and have experienced some dissatisfaction around the communication about exactly what features are being changed/added/removed.
  • Especially in the beginning there were lots of bugs in the application. Many of these bugs have been worked out in upgraded versions but some still remain.
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.

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
Upland 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
  • User Friendly
Cons
  • Need to automate pulling receipts to invoicing
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

Wouldn't recommend Tenrox

Rating: 1 out of 10
Incentivized
May 28, 2018
Verified User
Professional in Customer Service
Marketing and Advertising Company, 201-500 employees
Vetted Review
Verified User
Upland 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
  • 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!
Cons
  • Tenrox needs improvement in the reporting area. It is extremely difficult to report off of and to pull individual or client reports. It's hard to enter projects to show up on the sheets and it's difficult to change project names where you enter your time in. There are other tools out there where this is a lot easier to enter specific line items and projects. Automated reporting is something that they also need to make easier and more efficient to install. It takes a while to get this going today!
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
Administrator in Finance and Accounting
Oil & Energy Company, 201-500 employees
Vetted Review
Verified User
Upland 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
  • 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.
Cons
  • The expense user interface and entry is not simple to use.
  • I would like to see all entries needed by a user if multiple licensing features are purchased to be available at one screen. For example, if you have time and expense licenses in Tenrox, then the user can make entries for both features on the same screen.
  • Ability to report on time and expense on the same reports without having to pay Tenrox for a custom report. You can only report on time or on expense. To get the information on one combined report, you have to have a custom report created.
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.

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