Upland PSA

Formerly Tenrox

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.

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 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!

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.).

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.

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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.

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

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

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.