AudyenseUpland PSA (formerly Tenrox)
Finance · uplandsoftware.com/psa/
Overview
Upland PSA, formerly Tenrox, is a platform designed for project management for globally distributed professional services organizations. The platform integrates workforce management and financial capabilities. Upland PSA is equipped with tools for automating workflows, resource management, time and expense, reporting, and data visualization. It’s ISO-27001 certified and has passed a Type II audit by the AICPA. Pros Strong project financial management Offers timesheet and PTO request tracking Delivers project plan and resource management tools Cons Reports require export to Excel for data manipulation Outdated user interface Limitations in approving hours and individual payroll info Key capabilities include BST11 ERP, Planview Changepoint, The Best Professional Services Automation (PSA) Software.
The problem Upland PSA (formerly Tenrox) solves
Finance teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility. Upland PSA (formerly Tenrox) is relevant because the researched review explains upland psa, formerly tenrox, is a platform designed for project management for globally distributed professional services organizations. Buyers should validate current pricing, integrations, data handling, and implementation fit before committing.
Best for
- Medium to large professional services organizations with globally distributed workforces. Useful in consulting, insurance, legal, government, non-profit, and construction. Best for companies with at least 50 employees and annual revenues of at least $10 million.
- Teams that need documented workflow capabilities and fit guidance
- Organizations willing to validate implementation and plan limits
Not a fit if
- Small businesses or startups due to its complexity and the extensive learning curve required.
- Teams requiring pricing or capabilities that the reviewed page does not document
- Organizations that cannot validate implementation effort or vendor claims
Why it’s listed
- Adds a distinct finance workflow to the directory
- The review includes an overview, pros, cons, target market, feature details, and pricing context
- Vendor and independent review links are retained for verification
Pricing
Higher tiers
Custom pricingPublic pricing is quote-based or not fully itemized; confirm higher-tier terms with the vendor.
- The Best Professional Services Automation (PSA) Software
- Timesheet and Expense Automation : Offers time and expense tracking with customizable templates and workflows, multi-company support, and multi-currency support.
- Resource Management : Includes a skills library and an availability heatmap for more flexible resource allocation. Effectively balance team workload for optimized performance without burnout.
- Project Management : Features Gantt chart-based planning integrated with resource management and accounting.
- Project Accounting : Predicts project revenues, costs, and margins, incorporating current data from timesheets. Recognize revenue based on billing policies and generate detailed customer invoices.
- Advanced Analytics : Provides native analytics with role-specific reports and customizable dashboards.
- Payroll and HR Systems Integration : Works with leading payroll and HR platforms for managing expenses, time off, and skills.
- Productivity Tools Integration : Supports project delivery tools like Microsoft Project and Jira.
Features
Pros & cons
Pros
- Strong project financial management
- Offers timesheet and PTO request tracking
- Delivers project plan and resource management tools
Cons
- Reports require export to Excel for data manipulation
- Outdated user interface
- Limitations in approving hours and individual payroll info
What the record shows
SoftwareConnect's researched review describes upland psa, formerly tenrox, is a platform designed for project management for globally distributed professional services organizations.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
User reviews
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