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Upland PSA

Score5.8 out of 10

18 Reviews and Ratings

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What is Upland PSA?

Upland PSA helps professional services teams grow their business.

Categories & Use Cases

Reviews

What users are saying about Upland PSA.
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Upland PSA handles itself amazingly - timesheet and project billing for a fixed list of projects

Incentivized
Verified User
Engineer in Professional Services (1001-5000 employees employees)

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

  • billing
  • project accounting
  • forecasting

Cons

  • the UI is clunky
  • Finding the right project code is like pulling teeth

Most Important Features

  • project acconting
  • timesheets

Return on Investment

  • I do not have insight into the ROI of the project.

Tenrox Time and Labor for Nonprofits

Incentivized
Christopher Kramer
Senior Staff Accountant in Finance and Accounting at Cascade AIDS Project (51-200 employees employees)

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.

Return on Investment

  • Tenrox has streamlined our payroll process as far as timesheets are concerned.

Wouldn't recommend Tenrox

Incentivized
Verified User
Professional in Customer Service (201-500 employees employees)

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!

Return on Investment

  • Tenrox has caused headaches across offices and the frustrations with reporting is huge. It's been great to have a starting point to track hours and try to see what is billable and non-billable, but after this was implemented across our company where are seeing the negative ROI as its been so difficult to pull these reports accurately across teams, individuals, and clients!

Alternatives Considered

Haydle Enterprise Q&A

Other Software Used

Microsoft Access, Salesforce Analytics Cloud

I like it and I know it's being improved

Caitlin Hurley
Delivery Manager in Marketing at Modern Climate (11-50 employees employees)

Pros

  • Allows for detailed day to day hours allocation
  • Data can be pulled into excel and provided pie charts for resource allocation
  • Reporting

Cons

  • I was using the IE version until we were supposed to upgrade. Using VM ware sucked
  • It could have performed faster and been more modern looking

Return on Investment

  • It has helped streamline and provide accurate reliable resource planning
  • allowed for PM teams to address over allocation issues before it could become a problem

Tenrox TImekeeping

Orang Demehry, CPA, CISA, CITP, ACDA
Manager Audit Business Systems at First American Financial Corporation (10,001+ employees employees)

Pros

  • Web-based
  • Reporting
  • Customization flexibility
  • User maintenance

Cons

  • Integrate with other systems such as audit systems
  • Reporting was a bit unintuitive
  • Skip timesheets

Return on Investment

  • Automated manual time capture across vast geography
  • Enaled dynamic reporting

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