Upland PSA

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 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.

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 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!

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