# Upland PSA Reviews **Vendor:** Upland Software **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Average Rating:** 4.0/5.0 **Total Reviews:** 121 ## About Upland PSA Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time. Customers love Upland PSA for its complete system configuration, quick start with the essentials, and the expertise that's readily available to them. Learn more at www.uplandsoftware.com/psa/ ## Upland PSA Reviews ### 1. Upland PSA Review **Rating:** 4.5/5.0 stars **Reviewed by:** Madonna C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Upland PSA?** 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. **What do you dislike about Upland PSA?** 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. **What problems is Upland PSA solving and how is that benefiting you?** 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. Our Operations team is also able to monitor resource hours and projects more efficiently. ### 2. Feature rich project & resource management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Upland PSA?** 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. **What do you dislike about Upland PSA?** 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. **What problems is Upland PSA solving and how is that benefiting you?** Resource Management & Capacity Planning, Project Forecasting, Planning & Execution, Role Based Reporting & Dashboards throughout the Project Lifecycle ### 3. Upland PSA - Cost Effective Tool with Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Upland PSA?** 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. **What do you dislike about Upland PSA?** 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. Their Analytics module for reporting can be difficult to use and I find their documentation is lacking. They do provide one on one training but it is quite costly so we've developed our comprehensive reporting outside the platform. **What problems is Upland PSA solving and how is that benefiting you?** Upland is assisting us in both project and resource profitabilty reporting. ### 4. Upland PSA **Rating:** 4.0/5.0 stars **Reviewed by:** Arnon S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Upland PSA?** The tool is good for small businesses, in our case on the service side. We are using mainly the time reporting and the invoicing function. We are still learning its additional capabilities and features., and seems there are, that can be useful. This is our main tool for several years now. The customer support is excelent and very responsive, Replied back with a solution promptly. **What do you dislike about Upland PSA?** I feel the report tool is not always straight forward when creating various reports. **What problems is Upland PSA solving and how is that benefiting you?** n/a ### 5. Robust PSA tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in International Affairs | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Upland PSA?** Customer Support is very responsive! I submit tickets frequently and I also get a quick reponse back. Also, we use Upland PSA for professional services invoices. There is a diversity of invoicing structures in our portfolio of contracts and Upland PSA has been able to accomdate them all. **What do you dislike about Upland PSA?** Analytics is not the greatest. It can sometimes be challenging to find the correct data source that has all the data points you want to capture in a report. And also, sometimes, the data the analytics reports show can be wonky; and it requires creating custom fields to show the data correctly. **What problems is Upland PSA solving and how is that benefiting you?** A recent relase simplified the invoicing process. Much fewer clicks required which saves time! ### 6. Customized timesheet and great tech support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Upland PSA?** 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. **What do you dislike about Upland PSA?** Analytic reporting was poor for a while, though its been improved recently. **What problems is Upland PSA solving and how is that benefiting you?** We use timesheets and its helpful being able to track time and import to our general ledger application. ### 7. Ease of use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Upland PSA?** One of the best feature about Upland PSA is its user friendly interface and option to add various levels of access / authorisation / hierarchy. **What do you dislike about Upland PSA?** Invoicing module could be improved, to enable changes at creation level itself. However, such issue has been resolved to a certain extent through recent update **What problems is Upland PSA solving and how is that benefiting you?** Upland helps keep track of billable and non-billable hours and ensure that invoice is being raised for all approved hours, based on the various billing parameters defined ### 8. Great solution, well priced. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Upland PSA?** 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. **What do you dislike about Upland PSA?** Certain areas of the interface of Upland could use updating, but I'd rather the system work than it look pretty. **What problems is Upland PSA solving and how is that benefiting you?** It streamlines the entire contract to invoice process, allowing your team to focus their time on other areas. ### 9. Pros and Cons **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Upland PSA?** Flexibility and ease of use. The platform is easy to navigate and easy to customize based on business needs. **What do you dislike about Upland PSA?** The inconsistent functionality of the platform. Certain features do not work as expected or are prone to errors and glitches. Upland PSA is sometimes pretty slow and laggy when loading reports. The popup information windows of reports when going to choose a report, sometimes get in the way and you cant get rid of them. **What problems is Upland PSA solving and how is that benefiting you?** Upland PSA is being used to keep track of billable and non-billable hours and expenses against projects. ### 10. Upland tracts our billable hours across entities globally, and it does it very well. **Rating:** 4.0/5.0 stars **Reviewed by:** Ronald N. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Upland PSA?** Flexibility and ease of use. Customer Service is excellent. **What do you dislike about Upland PSA?** Very mouse driven. Many of the data points would be faster and easier if you were able to simply enter the data as opposed to clicking through menus. **What problems is Upland PSA solving and how is that benefiting you?** Our Engineers and Project Managers support other entities globally. Upland allows for cross entity billing of time. ### 11. Helps us run our professional services company **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Upland PSA?** We use the financial planner daily. It helps us best to understand our financial position. **What do you dislike about Upland PSA?** Reporting could be made better. They've made some strides in this area. Having connectors for POWERBI would be most helpful. **What problems is Upland PSA solving and how is that benefiting you?** Financial planning and forecasting of our services projects. ### 12. Complete and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** charles-etienne j. | Enterprise (> 1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Upland PSA?** The solution offers a broad range of functionalities, a complete ERP system, with an intuitive user interface **What do you dislike about Upland PSA?** Lack some flexibility on the customisation **What problems is Upland PSA solving and how is that benefiting you?** Project management, time tracking, invoicing , reporting , resource management and integration accross tools ### 13. UplandPSA review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Upland PSA?** User friendly and easy to navigate to areas I use most often. Customer Support is quick to answer questions and resolve issues. **What do you dislike about Upland PSA?** When some rules are created (calendars, for example), you cannot see the criteria that was entered when it was set up (after it's been saved) and you can't copy existing records to create a similar record. **What problems is Upland PSA solving and how is that benefiting you?** n/a ### 14. Great support team and responsive account management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Upland PSA?** The support team is very responsive and if issues are identified they are quick to raise to the product team and provide fixes. **What do you dislike about Upland PSA?** There isn't a simple, user friendly way to import data. **What problems is Upland PSA solving and how is that benefiting you?** It enables us to run projects, allocate resources and report on project financials ### 15. Upland PSA - A Dependable Application **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Upland PSA?** Project DATA at your fingertips. Quick and relyable. **What do you dislike about Upland PSA?** It needs more funcationality around expenses. Geared towards 'consultant' like expense reporting **What problems is Upland PSA solving and how is that benefiting you?** Measure project effort and managing leave entitlements ### 16. Upland PSA your Financial Friend **Rating:** 4.0/5.0 stars **Reviewed by:** Muhammad M. | PMO Team lead, Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2021 **What do you like best about Upland PSA?** the feature that I like the best is that this application is very easy to use and we can track down the financials of each and every [rpject very easily and in one centralized location **What do you dislike about Upland PSA?** the feature that I dislike about this application is the reporting. for a new user, it's really hard to extract the report as per his/her requirement and site-based onsite activities can not be tracked. **Recommendations to others considering Upland PSA:** My recommendation to others consideration upland PSA would be that they should consider this tool only if they really want to track and align their financial ledger, it will help you with your forecasts, and as well as you will be able to track the actual cost that occurred in the project. another very useful feature of this tool is you can easily do project management and almost all the tasks related to project management like resource management. as I am the project manager myself so as per my experience I will strongly recommend this tool to all the PM. mostly it will help you with reporting internally or if any information related to billing is required by the customer you can easily extract the reports and provide that to the customer. **What problems is Upland PSA solving and how is that benefiting you?** upland PSA helps me solve all my problems related to the project financials I can easily forecast my projects and then easily bill them and it really help me in reporting to my managment. ### 17. Upland PSA: The Best Automation Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Wasiullah W. | Information Technology Project Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** January 05, 2022 **What do you like best about Upland PSA?** 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. **What do you dislike about Upland PSA?** 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. **Recommendations to others considering 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. **What problems is Upland PSA solving and how is that benefiting you?** 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. ### 18. Upland PSA- The ultimate financial management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Bilal A. | Project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Upland PSA?** The features I like best about Upland PSA is that it can generate project financial reports exported or integrated with other applications along with report tracking and creating customized reports as per requirements. **What do you dislike about Upland PSA?** The feature I dislike about Upland PSA is that on heavy projects where financials are being entered and tracked heavily takes more time to refresh; apart from that Upland cannot have multiple currencies entered for a single project. **Recommendations to others considering Upland PSA:** My recommendation for others looking to convert or manage their projects or programs, or portfolios is that Upland PSA can serve as one centralized source for maintaining your financials. Upland PSA can be utilized as your project document repository with having the feature for attachments and links. Upland is not limited to any financial account for maintaining and aligning heavy financials, although Upland PSA may restrict your use of currencies for a single project. Global projects can be hard to execute if multiple currencies are used for billing, as conversions from one currency to the other are not supported on this platform. Upland PSA can be integrated with other applications/software. Client contact information and user information can be stored and linked to your project, which may be helpful if there are multiple service addresses. I would recommend this software as I have been using this for more than three years, and I have not felt the need to move to an alternate as this software has all the required features. **What problems is Upland PSA solving and how is that benefiting you?** Upland PSA has helped us resolve major financial issues as in forecasting for cost vs. revenue, analysis for cost vs. revenue. Reports and analysis for my project financials. ### 19. Out with the old, in with the new **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer O. | PMO Director - Global, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2020 **What do you like best about Upland PSA?** Resource Management is now streamlined to eliminate so many emails, meetings, excel sheets, .... and because we are global this cloud tool eliminates the early or late calls to coordinate. & the mobile app for expense management (sales team loves it) **What do you dislike about Upland PSA?** The platform offers a ton of configurations, however they won't allow custom mods for only you. You can enter your inputs into their backlog and they may prioritize them into a release, but there is no option to pay for it if they disagree with you on the value add. Luckily the one key mod we asked for is now in consideration. **What problems is Upland PSA solving and how is that benefiting you?** As a global org we used different systems or processes in different regions for time, expense, leave and resource management. This streamlines into a single system and eliminates a ton of "old" ways and saves so much time. ### 20. Great automation and productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2021 **What do you like best about Upland PSA?** Team and collaboration features are pretty intuitive **What do you dislike about Upland PSA?** Some survey customization features are limited **What problems is Upland PSA solving and how is that benefiting you?** I'll like the quoting and scoping features are the best I've used, way better than having a sophisticated excel ### 21. Upland PSA - Fully Functional Solution to Meet Business Requirements and Improve Efficiencies **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2018 **What do you like best about Upland PSA?** My organization has been working with Upland PSA for more than 6 years. We have found that the Tenrox cloud application meets all of our global business requirements - including multi-currency, multi-org, and complex billing rules. No matter what business scenario we have needed to manage with the Tenrox software, we have been able to configure the application to meet our needs. I will also add that Tenrox has a terrific support organization. Working with many different cloud software vendors through the years, the Tenrox team has really impressed me with their responsiveness, product knowledge, and customer service focus. **What do you dislike about Upland PSA?** In the past, I would have mentioned out of the box reporting but Upland released their analytics platform a few years ago after listening to customer feedback and resolved this gap. **Recommendations to others considering Upland PSA:** Organizations looking for a cost effective fully functional PSA solution, should add Tenrox to their short list. **What problems is Upland PSA solving and how is that benefiting you?** We purchased the software to meet our PSA requirements. We implemented the software very quickly and easily integrated it to our tier 1 ERP financial software. We use Tenrox for time and expense management, project administration, absence management, billing and invoicing, project P&L reporting, and resource management. We have been able to get rid of all excel spreadsheets that were used for resource scheduling, skills tracking, and contractor payments. Our organization has realized tremendous benefits in automation. We have also streamlined our billing, invoice and payment processes. We can close our month in a matter of hours vs what used to take several days. ### 22. Grate PSA tool with Excellent Support Team **Rating:** 4.5/5.0 stars **Reviewed by:** Ali B. | Enterprise (> 1000 emp.) **Reviewed Date:** November 26, 2020 **What do you like best about Upland PSA?** Due to acquisition each business group in my company used a different PSA application, therefore consolidating reports and controlling budget was a big challenge. Uplan PSA helped us to deploy a standard workflow for more 15 Business units including 500 PS users across the world. The PS globalization helps us to have perfect global controlling reports for top level management at any time. **What do you dislike about Upland PSA?** Customization is limited because Upland PSA it's SAAS application. **What problems is Upland PSA solving and how is that benefiting you?** Resource management, utilization, and reporting are the biggest benefit of using Upland PSA. ### 23. Good software that helps a lot with reports and expenses. **Rating:** 4.5/5.0 stars **Reviewed by:** Lorrie B. | System Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2020 **What do you like best about Upland PSA?** It is good and easy to use, of course with experience in other similar software, it is much simpler, it is very flexible in project management and modifying filters and the menu is great, and its integration is good, it is a very intuitive tool and I like it because it is very functional. **What do you dislike about Upland PSA?** Sometimes it is usually complicated in the user configuration, I could also say that the interface is good, but I think it is still improving and it lacks a little more, since it is usually somewhat slow at times, but it does not bother at all. **Recommendations to others considering Upland PSA:** If you are considering it, you should give it a try and seeing it with your own eyes offers many benefits, I really recommend it to everyone. **What problems is Upland PSA solving and how is that benefiting you?** For now it has been a great experience, now we save time, in time reports, follow-ups and different types of tasks, it helps a lot and we can analyze the costs of future projects, Tenrox is good for project management and we support this type of tools usually be very helpful at work. ### 24. Easy , fast, stable, end user friendly and custimizable **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** It's easy to enter your values, auto-save, and auto-edit if you wanted. You can customize your view of your needs. It never crashed when I used it. You can apply multiple modules in the same account. You can set up automated notifications, and will work flawlessly. Delivers knowledge into the hands of your employees gives them the information they need to encourage collaboration, keeps projects on track for on-time, on-budget delivery with the highest quality while ensuring resources and projects are aligned with corporate governance requirements. **What do you dislike about Upland PSA?** I think the security on it might be too strong on it (not sure if it's my organization request), if I logged in and done a certain action closed the tab, in order to return to PSA again after a short while, the session will expire and I will need to log in again. I believe it should allow me to reopen the tab if I'm the same user on the same browser. **Recommendations to others considering Upland PSA:** If you are looking for a cloud solution, that can track timesheets, If you are looking for high-security standards help you to better manage your resources and Gain 360-degree insight into the financial health of your services organization’s project financial management. Forecast revenue pipeline, monitor cash flow, align budgets to delivery and build a predictable model for success. Plan, track, and deliver billable projects with powerful cloud-based project management software. Automate project creation, centralize all aspects of planning and execution, and gain up-to-date timelines on project status, tasks, budgets, and forecasts to keep your projects on target for delivery and your customers in the know. **What problems is Upland PSA solving and how is that benefiting you?** I used to logging working hours and tracking leaves and off days. Also, Scheduling and public holidays tracking. Also, have automated notifications. Very quick to receive approval and rejection and a place to find the comments on rejection or approval. Create a feedback loop to engage, capture, process, present, and act on customer and employee sentiment to drive meaningful change for greater project success. ### 25. Happy with our choice and our experience **Rating:** 5.0/5.0 stars **Reviewed by:** Tod K. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Upland PSA?** Lives up to our expectations of an easy-to-use, integrated platform for managing our operations. We have been very pleased with the professionalism and knowledge of the staff, from the initial sale, to the assistance provided to deploy the platform, as well as the ongoing customer service and support. **What do you dislike about Upland PSA?** Even with all the reminders, there seems to be someone who does not submit their T&E. **Recommendations to others considering Upland PSA:** We have been happy with our decision to incrementally deploy different modules, starting with T&E, adding invoicing (with Quickbooks integration), and later adding resource and project management. **What problems is Upland PSA solving and how is that benefiting you?** Streamlining and managing our invoice processes. We had good processes before, but as we have added more participants to the process, and different approvals, Upland has helped us make sure things don't fall through the cracks. It has also helped raise compliance of our staff submitting T&E on a timely basis. T&E and invoicing go hand-in-hand, so now that we have the ability to do multiple levels of approvals our invoicing accuracy has improved. The mobile app has especially helped our T&E submission compliance. ### 26. Upland PSA brings efficiency to Service Delivery Organizations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Upland PSA?** Upland PSA increases efficiency in service delivery organizations by structuring and building a solid project management foundation, from pre-sales to customer invoicing, and ensuring that all billable work is captured which brings predictability to professional services. **What do you dislike about Upland PSA?** Because we had a large portfolio of projects with ongoing projects, the massive upload of project information into the tool required some extra development by their professional services professional. **What problems is Upland PSA solving and how is that benefiting you?** Customer invoicing and overall professional services predictability and billability. ### 27. Easy to use, Easy to customize!! **Rating:** 5.0/5.0 stars **Reviewed by:** Peter M. | Technical Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2020 **What do you like best about Upland PSA?** User friendly interface. Workflows Easy Customization according to your business needs. Amazing Support **What do you dislike about Upland PSA?** Nothing, i love the application and support **What problems is Upland PSA solving and how is that benefiting you?** Project Management, reporting ### 28. Automation is notorious works well. **Rating:** 4.5/5.0 stars **Reviewed by:** Gladys J. | Software Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2020 **What do you like best about Upland PSA?** Upland PSA is a service that I use in the company in order to improve the capabilities and automation of services or software, with the aim of increasing sales, customer service and problems in the company, improving capabilities and giving effective responses and thus improving the work performance within the company to be able to provide solutions and increase profits, happy that it worked very well is a very suitable system to automate and useful tools. **What do you dislike about Upland PSA?** I do not have any type of problem with my service, however I would like to improve the performance of your website to avoid loss of servers, it has caused problems when starting the session. **Recommendations to others considering Upland PSA:** I recommend it because the useful easy tools worked very well without the need for third party help or support, without prior knowledge since it is an intuitive system and I love it. I recommend it. **What problems is Upland PSA solving and how is that benefiting you?** I am very happy with the system, it provided an impeccable solution to the main problem, reducing blockages due to so much accumulated information from employees, consumers, the company, finances, and the reason why Upland PSA was implemented. The analysis and automation of the entire company service was Notorious, it was favorable for me and the company, now the areas are much more active and the responses are favorable both to consumers and internally. ### 29. Helpful and Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Ahmed A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** I like the ability to keep track of multiple projects and tasks in a simple manner. Managing Timesheets, Leaver Requests, different tasks etc. **What do you dislike about Upland PSA?** Sometimes the email notifications sent to complete a timesheet or to approve Leaver requests lead to a specific link that only views the item. instead the normal Timesheet/Leave request page if I navigated to it normally. **Recommendations to others considering Upland PSA:** I think it's pretty efficient and helpful. It gives you both a glance at your projects as a whole with pretty cool dashboards that summarize everything you need. It also gives you a good in-depth view if you want to drill down into specific metrics. The reporting is very easy and can be very flexible and customizable. **What problems is Upland PSA solving and how is that benefiting you?** Keeping track of idle time and leaves. ### 30. PSA with great support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about Upland PSA?** It's pretty user friendly once you have some training! **What do you dislike about Upland PSA?** We dislike that we can't customize forms on our own - customizations are changes the development team must make and are billable. **What problems is Upland PSA solving and how is that benefiting you?** We've been able to batch invoice our customers which has saved us a lot of time! ### 31. Great PSA Product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Upland PSA?** Upland PSA is a great product that does a really good job at linking timesheet and financial software to project management software. A lot of PSA solutions out there pretend to be financially focused but this one actually is. This software provides a high degree of integration, customization and segregation of duties required by larger organizations. Support in the last few years has been quick and responsive. **What do you dislike about Upland PSA?** the UI isn't keeping up with the industry and is dated causing a long load times and necessary clicks. We would really appreciate the Projects side of the software to be able to tell more of the story as to what is happening on the project and be able to share those updates with people working on the project. **What problems is Upland PSA solving and how is that benefiting you?** This software has allowed our finance and project management teams to work more closely and argue less about who's numbers are right. This has allowed us to become more efficient and save us time and money. ### 32. I Have 15 years experience with Tenrox. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Upland PSA?** The system is very flexible. I can change names of fields to more suit our organization. i.e. Personal time instead of sick leave. I can set things to work the way I want them to work. It is an excellent fit for a service organization. I have also became quite fond of the new reporting system Upland Analytics. It is great improvement to Tenrox reporting capabilities. **What do you dislike about Upland PSA?** The hidden operations, In order to implement you have to complete all the steps and sometimes the final step is hidden. For example setting up PO operation. **Recommendations to others considering Upland PSA:** You have to like to think. It requires you to be a thinker and take notes. Once you get it you will love it. It is truly a top notch product for GAAP and DCAA reporting **What problems is Upland PSA solving and how is that benefiting you?** Our organization can go from 50 to 500 people and we would need no additional help in accounting. The upland analytical reporting tool provide endless reporting capabilities. The case submittal and customer service is state of the art. You really have to appreciate what they do and how they do it. ### 33. Bet on the horse and the jocky **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** Professional Services apps I've seen never work exactly the way you do. The best you can hope for is one that is flexible enough to bend to your process, collect enough data for proper reporting, and is from a company that offers outstanding support. Upland PSA does that, and has become one of the more important tools in running our business. Our end-users are having an easy time entering time and expense. Our Accounting department billing process is smooth. Our project managers have lots of information coming to them. **What do you dislike about Upland PSA?** Upside and Downside are both the same. There are so many tables and views, sometimes it's hard to find the data we're looking for when creating reports. And I think it's because the application has gone through many changes, there appear to be 'legacy' tables and views still lying around. **What problems is Upland PSA solving and how is that benefiting you?** Due to the myriad of information we are collecting, we are able to report on project profitability, consultant utilization, forecasting, even time off. ### 34. Upland PSA Pros vs Cons **Rating:** 3.5/5.0 stars **Reviewed by:** Ahmed B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** The design is intuitive, easy to navigate, and can be used without any training at all, making the process of implementing the software in any organization quite painless. **What do you dislike about Upland PSA?** Submitting an annual leave can be a little bit troublesome, but once it is managed, then all can be handled. **Recommendations to others considering Upland PSA:** I would recommend that they give it a try, as it does what is needed. **What problems is Upland PSA solving and how is that benefiting you?** Using the tool for time entry, time tracking, and submitting vacations and annual leave. ### 35. A good PSA Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Kalimullah S. | Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2019 **What do you like best about Upland PSA?** Very good and easy to use, the best thing that it can be integrated with any software through Boomi. Project, Resource, time and financial are easy to update and manage by minimum training. Tracking is very easy and through reports you can get a top level information what exactly happening on project or time or cost or finance. **What do you dislike about Upland PSA?** Constant update and interface of application, many time users complain about these issues. When number of project or users grow i feel it getting slow. Too much integration some time make life difficult. Support team take time for solution if it is not paid. **Recommendations to others considering Upland PSA:** If you are mid size organization and looking to solve your project management issue then i will recommend, Tenrox PSA **What problems is Upland PSA solving and how is that benefiting you?** We are streamlining Project management, resource management, Time management , Invoicing and many other activities which take individuals times. This will solve the complex problems and make it easy to mamanage. I have realized that it gives a very good progress report and forecasting. ### 36. Excellent tool that gives good results. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2020 **What do you like best about Upland PSA?** I like it because it meets its goals, it has excellent support, it's a pretty solid tool, it's easy to upload receipts, manage projects, help organize tasks and a lot, it also shows how long I've been on tasks and do deep monitoring. **What do you dislike about Upland PSA?** It is not bad because so far we have not experienced any serious inconvenience, but on the other hand, I think that it is somewhat limited in the products and information section, I need it to be more complete and offer much more. **Recommendations to others considering Upland PSA:** If it is good and worth it, I hope you will use it and be to your liking. **What problems is Upland PSA solving and how is that benefiting you?** We can manage, perform maintenance, follow-ups, organize time sheet presentations, support service, schedule reports, sincerely it has been nice and clear at a low cost with good results. ### 37. Good a very good PSA Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Kalim S. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2019 **What do you like best about Upland PSA?** When i started using Tenrox PSA from Upland, i was skeptical but soon i realize how efficient and well structured is this. Managing project is very easy, whether it is Time management, finance or invoicing all very well integrated. Best thing which i like about it is customization level and integration with other software i.e. CRM, Saleforce , AX etc. Reporting and Dash board preparation is very well structured. Overall it is a good package. No prior knowledge required to use it. **What do you dislike about Upland PSA?** Doing customization take time, we can not do all the changes at our end. **Recommendations to others considering Upland PSA:** If you are looking for long term benefit and want to automate your project management services to better align with business need then i think this one of the best available PSA in the market. Support people are good and Tenrox take care of their customer very well. I will recommend this product. **What problems is Upland PSA solving and how is that benefiting you?** We are trying to automate our process so that it work more efficiently. We want our system to produce best result in time bounded manner. Project management is complex thing and Upland making it easy to use. We want every one from system engineer to Finance be at one single place. Easy to mage and do changes. ### 38. Tenrox Is Old School **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2019 **What do you like best about Upland PSA?** This site is very outdated and just does whatever it wants when you are attempting to add projects, bill clients, or do anything! **What do you dislike about Upland PSA?** I dislike mostly everything about this system as it is very difficult to work with. The system is very slow and tends to freeze very frequently. Pages take forever to load. **Recommendations to others considering Upland PSA:** I would say do not proceed with purchasing this software. **What problems is Upland PSA solving and how is that benefiting you?** It is slow, it will just delete stuff on it's own, not save, the list goes on and on. We will be switching to a new platform. **Official Response from Heather Black:** > Hi! Thanks for your feedback. I'm really sorry to hear that you're having problems with our software. We’ve taken steps to improve the user experience / user interface with each release and continue to make investments in this area. It sounds like you might have some good comments to share with the team. Regarding application performance and instability: we don't typically hear this coming from our customers. We would be happy to set up some monitoring to identify any unusual activity that may be impacting your experience. I invite you to reach out to our support team to help you get to the bottom if this. Regards, Heather B. ### 39. Useful PSA Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Mohamed K. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Upland PSA?** Tracking expenses and timesheets for each employee and department, helps to optimize the expenses and work hours for the whole orginzation, also their product support is good. **What do you dislike about Upland PSA?** Sometimes it can be hard to navigate when looking for old time sheets, other than that no dislikes so far. **What problems is Upland PSA solving and how is that benefiting you?** Expenses managment. ### 40. It's been a very smooth experience so far. **Rating:** 5.0/5.0 stars **Reviewed by:** Sherine H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** Extremely user friendly. Easy to use and I got no issues with it after months of use. **What do you dislike about Upland PSA?** Till now, I haven't come across any issues. **What problems is Upland PSA solving and how is that benefiting you?** It is extremely easy and fast to submit my timesheet and leaves. Everything can be tracked on it, and it's always up to date. ### 41. Positive Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Amal S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** It helps organize tasks that should be worked on. It also shows managers how long a task takes in order to keep track of the work being done. It helps organize any requests and saves the hassle of requests being lost in inboxes. **What do you dislike about Upland PSA?** I did not experience any downside to using Upland PSA. **What problems is Upland PSA solving and how is that benefiting you?** Organizing time and projects being worked on. It helps managers keep track on what their employees are doing and encourages macro management. ### 42. Within reach of small businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Maude L. | Adjointe exécutive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2019 **What do you like best about Upland PSA?** Mobile application. Thanks to this, employees have no reason not to be up to date both in entering their timesheets and their expense reports, which speeds up and facilitates client billing. The configuration of the different parameters of each project is quite easy. **What do you dislike about Upland PSA?** Limited invoice template not allowing the transfer of hours into days (same for the rate) on invoices (required by several clients). Names given to billing milestones also do not appear by default on invoices, resulting in a lot of manual adjustments. **What problems is Upland PSA solving and how is that benefiting you?** Centralized information facilitating the tracking of project budgets by the various stakeholders. ### 43. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Khalid A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** The system is very flexible. I can change the names of fields to more suit our organization. Very good and easy to use, the best thing that it can be integrated with any software through Boomi. **What do you dislike about Upland PSA?** Constant update and interface of the application **What problems is Upland PSA solving and how is that benefiting you?** Tracking is very easy and through reports you can get a top level information what exactly happening on project or time or cost or finance. ### 44. Upland PSA Helped Every Team **Rating:** 5.0/5.0 stars **Reviewed by:** Mia A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** - We were able to optimize our project workforce management - Able to automate our proposals **What do you dislike about Upland PSA?** - Need more available free training services **Recommendations to others considering Upland PSA:** - Highly recommend this solution. Biggest logos in the market are already in the client list and lots of customer success stories. **What problems is Upland PSA solving and how is that benefiting you?** - Proposals keep and content management - Timesheets management for the entire company ### 45. Power User Review of Upland PSA **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Upland PSA?** Support is excellent. CSM effort is great **What do you dislike about Upland PSA?** Powerful but complex. A bit labor intense **Recommendations to others considering Upland PSA:** Ensure that when implementing Tenrox that you have a clear understanding of and naming convention for your base data **What problems is Upland PSA solving and how is that benefiting you?** Unified our Service & Support business to follow the same process globally for Project financials, scheduling, time reporting and business reporting ### 46. Good experience **Rating:** 3.5/5.0 stars **Reviewed by:** Rana M. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** The calculating of the working hours. The ability to track the tasks I have been working on during the day or week. **What do you dislike about Upland PSA?** It does not track all the tasks in details. **What problems is Upland PSA solving and how is that benefiting you?** Everything is organized and trackable. ### 47. adding time-sheet for my work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Upland PSA?** adding time-sheet for my work and submitting annual requests **What do you dislike about Upland PSA?** nothing at all, everything is working great **What problems is Upland PSA solving and how is that benefiting you?** time management ### 48. Using Upland PSA to Track Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about Upland PSA?** Time entry is straightforward. There's no need to use more than software to enter time, track expenses, vacation time, etc. Weekly reminders to fill in the timesheet. **What do you dislike about Upland PSA?** When the week is only 1 day, and it's a weekend, but the timesheet still requires time entry. **What problems is Upland PSA solving and how is that benefiting you?** Time and expenses tracking. ### 49. Been working with Upland PSA for 8 years **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Upland PSA?** Project forecast methods are also a strength point. Invoicing Module **What do you dislike about Upland PSA?** New reporting platform has lots of gaps. **Recommendations to others considering Upland PSA:** Take the time to explore how efficient and powerful this solution could be. **What problems is Upland PSA solving and how is that benefiting you?** All kind of problems. Staring from setup issues going to billing issues and resource planning issues. ### 50. Helpful People **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin M. | Partner, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2019 **What do you like best about Upland PSA?** In my role, I am not a power user or an admin for the system, but my job is to keep it running from an I.T. perspective. I appreciate the knowledge and assistance of the folks at Tenrox in helping us with new projects and issues we encounter. **What do you dislike about Upland PSA?** Parts of the application interface feel somewhat dated. **What problems is Upland PSA solving and how is that benefiting you?** For me specifically, it is replicating the system data to our onsite SQL database for reporting. This has allowed us to extend the system as needed. The API integration for our custom systems is also fairly robust and I've gotten great help from Tenrox support on it when needed. **Official Response from Heather Black:** > Hello Kevin, Thanks for your support, we pride ourselves on our high customer engagement, glad to hear their efforts are so well received. We are continuing to make investments in our user interface, but I will be sure to share your feedback with the team. If you would be interested in providing direct feedback please let me know and I can put you in touch with the team. Best regards, Heather B. ## Upland PSA Discussions - [What kind of pricing does Tenrox offer?](https://www.g2.com/discussions/what-kind-of-pricing-does-tenrox-offer) - 1 comment, 2 upvotes - [View Upland PSA pricing details and edition comparison](https://www.g2.com/products/upland-psa/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-27+11%3A07%3A29+-0500&secure%5Bsession_id%5D=6b56b815-8bf7-42eb-ac90-cbdf7c5c867a&secure%5Btoken%5D=bd0099ede729cd4b057c0d317ec6ec62daef08c20cf8173aad42fa1a28533086&format=llm_user) ## Upland PSA Features **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs **Administration** - Standard Integrations - Workflow - Access Management **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top Upland PSA Alternatives - [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) - 4.3/5.0 (772 reviews) - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (683 reviews) - [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) - 4.1/5.0 (519 reviews)