Good for project planning and tracking
June 29, 2024

Good for project planning and tracking

Evelyn Dean-Olmsted | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Klient PSA

We are a research and evaluation firm with a small team. Each team member works on multiple projects. We use Klient to plan and track project work, as well as analyzing data from past projects to inform future planning. We also use it to communicate about project-related tasks.

Pros

  • Showing the workload of a given team member (resource) at any given point in time.
  • Documenting hours assigned to different tasks
  • Maintaining a record of task-related communications

Cons

  • The learning curve is rather long and steep. The interface is very busy and it is hard to remember 1) what all the functions are and 2) how to access them
  • Could use better integration with systems like Gusto to avoid duplicating work for things like entering time off
  • Timesheet interface could use a function to freeze the first row and column for easier navigation and time entry.
  • It has allowed us to do more realistic project planning
  • It allows project leads to understand what is on their team members' plates and plan accordingly; also enables better communication between project leads and team members to set expectations for task completion
  • It helps our graphics team to plan for deliverables and avoid backlogs
As I mentioned previously, it has a lot of functionality but almost because of this, it takes awhile for people to learn 1) what functions exist and 2) how to access & use them.

Do you think Klient PSA delivers good value for the price?

Not sure

Are you happy with Klient PSA's feature set?

Yes

Did Klient PSA live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Klient PSA go as expected?

I wasn't involved with the implementation phase

Would you buy Klient PSA again?

Yes

It is well-suited to looking at what is on each team member's plan for deciding how to assign people to future projects, or how to re-assign tasks when the need arises.

It is less well-suited for showing each team member what is on their plate for the day or week, or for checking off tasks as completed in a list (i.e. as is done with Monday or Asana)

Klient PSA Feature Ratings

Project Management
7.9
Task Management
9
Resource Management
9
Gantt Charts
9
Scheduling
9
Workflow Automation
5
Team Collaboration
9
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Email integration
5
Timesheet Tracking
8
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Professional Services Automation
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

Comments

More Reviews of Klient PSA

  1. Home
  2. Project Management Software
  3. Klient PSA Reviews
  4. User Review of Klient PSA