Project Management

Manage Your Projects From Bid to Bill to Close

View the state of each project in relation to the service delivery lifecycle. Significantly improve on-time and on-budget project delivery. Easily manage, update and report on projects using powerful dashboard analytics. Get real time feedback from the project team on billable and non-billable effort, issues and percent complete.

The PSA Project Management module has 3 key components: Project Planning, Project Workflows and Process Management.

Project Planning

With PSA Project Planning, you can create, change and share your project plans faster and easier than ever before. Project Planning allows for visibility into upcoming Milestones and key delivery dates and it provides detailed Project Scheduling with Gantt Views, project and task level Resource Allocation and administers notifications of potential budget overrun. Project Planning benefits include:

  • Easy to use: a project planning tool that intentionally lacks any complex features
  • Quick implementation: light project planning software that takes a fraction of the time to setup
  • Full integration: integrates with PSA Resource Management and Timesheet modules
  • Interchangeable: project plans are easily interchangeable with Microsoft Project files

PSA Project Planning displays the project work breakdown structure including task dependencies, scheduling constraints, duration of each task and percent complete. Gantt charts help project teams visualize and understand the project’s major activities, milestones, and current status.

Project Workflows

Project Workflows provide workflows for managing service delivery lifecycle. Workflows integrate the entire project and service delivery lifecycle and help you track projects from the opportunity stage, through quotation, execution, billing and close. You can easily create or edit project workflows using our graphical workflow engine.

Process Management

PSA Process Management is a complete solution that helps standardize, track and audit your work and project related processes. From issue tracking, to managing change requests and approvals, PSA work process management software easily adapts to your processes and works the way you run your business. The unique PSA graphical workflow platform depicts your work processes visually and numerous project process templates are available right out of the box!

Find out how Upland PSA will help you keep your projects on track