Upland PSA Reviews

Upland PSA is highly configurable with a price point that made it easy for our organization to move from manual processes to comprensive project management platform.

Their customer support is excellent which is hard to find these days and its been refreshing to work with an organization that isn't always trying to find ways to invoice us more.

One of the main challenges we've had is the system is developed to work for organizations who charge time and materials to clients. We charge fixed rate fees to clients which has prevented us from using the platform to its fullest.

The heat map in the Resource scheduling module is very flexible and makes it easy to see at a glance who has availability and who doesn't. The custom reporting tool and the ability to export reports to Excel is also very nice. The Project Planner, while sometimes a bit tricky to use, it has all of the features you would expect to find in a robust project management tool like MS Project for building work breakdown structures. The ability to add user defined fields to our screens, flexible security roles, and the ability to create custom workflows has been very beneficial. Finally, the support has been excellent; they are very responsive and very helpful.

Because the system has a lot of features and covers a lot of functionality, it can be somewhat complex with a fairly steep learning curve.

Resource

Project DATA at your fingertips. Quick and relyable.

It needs more funcationality around expenses. Geared towards 'consultant' like expense reporting

Measure project effort and managing leave entitlements

We've been able to customize our timesheets for detailed attributes and regional variations. The tech support is responsive and great to work with to identify and resolve any problems we have, which isn't often. They're also great for helping to walk us through new processes we aren't familiar with. Over a dozen enhancement requests have been implemented.

Analytic reporting was poor for a while, though its been improved recently.

We use timesheets and its helpful being able to track time and import to our general ledger application.

.The solution offers a broad range of functionalities, a complete ERP system, with an intuitive user interface

Lack some flexibility on the customisation

Project management, time tracking, invoicing , reporting , resource management and integration accross tools

Upland PSA is setup in a way that works well for companies in the AE&C service categories, allowing for many ways to manage Clients, POs, Billing Classifications, Projects, Timekeeping, and Expenses, with the end result of an easier way to populate Invoices. The have unlimited customer support via email, and options to customize the system to your model.

Certain areas of the interface of Upland could use updating, but I'd rather the system work than it look pretty.

It streamlines the entire contract to invoice process, allowing your team to focus their time on other areas.

Upland Customer Support is outstanding. They are very detailed and thorough when sending instructions on either how to do something in the tool or how to fix an issue. Their response time is very good as well. I am also pleased with the Online Help tool and Upland Community. If I have a simple question, I always look there first to see if someone else has had a similar issue and can usually find an answer. If that doesn't work, a quick email to Customer Support and I have an answer.

Their development team is always upgrading and updating the system to increase ease of use and easy to navigate.

The only negative I can think of right now is the invoice template. I would like to make a few minor changes but it isn't a big enough hurdle that I can't work around it on invoicing days.

Time and expense processes are much improved from what we were using before. Invoicing itself is so much easier - rather than having to create invoices in our accounting software, Upland PSA pulls everything in automatically and invoicing is done in record time. It is also more accurate and compiling invoice packets with expense reports and time reports is quick and efficient.

I really like how Upland PSA is the complete package for a project manager as myself. It has everything in it from project tracking to invoicing and billing. Overall it is an amazing tool for project management.

The thing I dislike about Upland PSA is that it is quite laggy at times. There could be further improvements to Upland PSA like improving the response time and user interface of Upland PSA.

Upland PSA is a fantastic software that makes the life of a project manager like me so easy. With Upland PSA, you can set up projects from the first day and forecast the whole project till the end date of the project. You can also create milestones for each project for billing purposes and then invoice them using Upland PSA. Upland PSA also has a reporting feature through which you can easily look into the financials of each project and diagnose problems with the projects way before time. Upland PSA also supports time entries so you can input your time against each project you worked on by creating tasks against those projects. Overall Upland PSA is a great software and I would definitely recommend it to other project managers out there who want to automate their daily project management processes.

I am mostly solving project management problems with Upland PSA. It helps me every day in doing my daily tasks and activities associated with my different projects.

User friendly interface.

Workflows

Easy Customization according to your business needs.

Amazing Support

It's pretty user friendly once you have some training!

We dislike that we can't customize forms on our own - customizations are changes the development team must make and are billable.

We've been able to batch invoice our customers which has saved us a lot of time!