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Upland PSA

Upland PSA

4.3 (20)
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What is Upland PSA?

Upland PSA project management is a full featured solution for planning, launching, and monitoring billable projects. A cloud-based solution, it helps our customers with Gantt-based planning and includes configurable workflows to help manage risk, issues, and scope changes. Integration with time and expense tracking provides visibility into the financial aspects of project execution. Tight connectivity with resource management helps customers manage resource assignation and forecasting.

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Resource Mgmt Dashboard
Resource Mgmt Dashboard
Proposal Automation
Project Mgmt Dashboard
Customer Sentiment
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How much is Upland PSA?

Starting From:
$20 Per Month
Pricing Model: Per Feature
  • Yes, has free trial
  • No free version
Pricing Details (Provided by Vendor):
Upland PSA is a modular system that can be deployed in its entirety or in distinct modules. It is priced on a per-user, per month basis, according to the modules deployed to your organization.

Upland PSA Features

What solutions does Upland PSA provide?

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Upland PSA Reviews

Showing 5 of 20 reviews
Overall
4.3
Ease of Use
4.1
Customer Service
4.1

Pros

  • It's a very good tool for projects management to get appropriate results in less time. I'm using this tool daily for my projects and tasks management.

  • The thing that I most like about Upland PSA is that it is a Great tool to easy manager your projects financials.

  • There are so many more modern companies that can accomplish the things that your company needs to get done and give you better customer service.

  • The benefits of having knowledgeable personnel is a valuable asset to any organization.

Cons

  • The reports are not user readable out of the box and have to be exported to Excel for further data manipulation which is a pain and should not be necessary.

  • Unfortunately the interface is absolutely terrible. It feels like the interface was top-of-the-line maybe back in 2004.

  • In terns of adding additional applications project management setup, it seems to be limited in terms of accessing.

  • For employee time keeping, the use of the application is easy but still has limitations in terms of approving hours or seeing individual payroll information such as vacation, sick balances.

Most Helpful Reviews for Upland PSA

Muhammad M. avatar
Muhammad M.
Project Manager
Information Technology and Services, 501-1,000 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
February 28, 2022

"Upland PSA best tool to manager Financials"

Overall: Had amazing experience using this tool and will recomend it to other people as well.

Pros: the thing that I most like about Upland PSA is that it is a Great tool to easy manager your projects financials.

Cons: Reporting option is kind of hard to figure out by a new user.

Vendor Response

By Upland Software on March 3, 2022
Hi Muhammed! Thanks so much for your review. It's so important to keep a close eye on project financials. We're happy you can do that so easily in Upland PSA! We'll take your feedback about reporting back to our product team. Feel free to contact us if need any support with reports. Thanks again, Muhammed!
Crystal N.
Controller
Information Services, 51-200 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
April 12, 2022

"A PSA with a LOT of capabilities!"

Pros: We absolutely love the project module including the project plan, budget, forecast, and resource management. This PSA had many of the tools we were looking for when we selected it!

Cons: Upland can be tricky in the setup - you have to get everything setup just right to make sure it's working. Also, it could be slightly more user friendly, but overall, it's a great resource for our team!

Switched From: Accelo
Reasons for Switching to Upland PSA: We needed a PSA with more options, better financial tracking, growth opportunity. Upland gave us all three of those!
Verified Reviewer
Production Traffic Coordinator
Internet, 201-500 employees
Used the software for: 2+ years
Overall Rating
3.0
Ease of Use
3.0
Customer Service
2.0
Features
3.0
Value for Money
2.0
Likelihood to Recommend
3/10
Reviewer Source
Source: Capterra
November 14, 2018

"Would NOT recommend Tenrox"

Overall: I would not recommend tenrox as a project management tool for companies. There are so many more modern companies that can accomplish the things that your company needs to get done and give you better customer service.

Pros: I enjoy the combination of managing projects, being able to complete timesheets and also have PTO requests tracked in the system. It does make it easy to have it all in one place

Cons: Tenrox has a lot of things to work on. It's slow (for my company), they are reluctant to make upgrades based on your needs and based on what package you get, you typically get low customer service. The system is very manual and in 2018, we need to have a more automated tool to get things done.

Verified Reviewer
Proposal Writer
1,001-5,000 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
March 5, 2018

"Our organization uses the software for project billing, employee time management and tracking."

Overall: The ease of use when entering hours for projects and employee time, makes it easy for all users regardless of skill level. The benefits of having knowledgeable personnel is a valuable asset to any organization.

Pros: Very easy to use with full support if we run into any problems. The training provided to all users is 24/7 and very easy to understand. The admin is always available that is assigned to each account, giving undivided support and considered a valuable member of our team. The admin assigned to my team is available for all out weekly team calls providing answers to questions and quick follow up when needed. Very engaging staff.

Cons: In terns of adding additional applications project management setup, it seems to be limited in terms of accessing. The available applications my not be accessible to everyone depending on the role in the organization. For employee time keeping, the use of the application is easy but still has limitations in terms of approving hours or seeing individual payroll information such as vacation, sick balances. This task is simply forwarded to Payroll so the functions seem to be duplicated on the internal payroll system in addition to entering in Tenrox.

Wajiullah W. avatar
Wajiullah W.
Trainee Engineer
Information Technology and Services, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
January 19, 2022

"Upland PSA: The Perfect Project Management Tool"

Overall: Overall I love using Upland PSA and I use it daily in my project management job.

Pros: I really like using Upland PSA as it is an all in one project management tool from resource management to forecasting to invoicing.

Cons: There is nothing I don't like about Upland PSA as it is the perfect software for project managers.