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Win More, Quicker; Manage for Profit; Deliver Excellence

Upland PSA redefining Professional Services AutomationUpland PSA is the only modern Professional Services Platform that redefines Services Automation with Sales Enablement and Customer Experience Management.

It provides our customers with a robust feature set, powered by PSA, to fuel every need of their Services Organization. With Timesheets & Expense automation, Resource and Project Management, Project Billing, Project Financials and built-in Analytics, Upland PSA helps our customers better plan, manage and optimize their resources and projects.

Automated and Accurate Project Time & Billing

Designed for remote project teams, Upland PSA Time & Billing, powered by makes it easy to capture and manage all your project costs. Mobile or desktop entry means your team can quickly enter timesheet and expense information. Automated approvals accelerate billing cycles. Powerful reporting lets you accurately track utilization and costs.

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Resource Management

When people are your #1 asset, centralized resource management gives you a strategic advantage to deliver the best projects for your customers. Tight integration with your CRM system allows you to evaluate resource capacity vs demand. Self-service skills database provides visibility into the credentials, competencies, interests and skills of your project team. Effective resource planning ensures your resources are optimized for profitability.

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Project Management
Done Right

Launch new projects with custom plans, or accelerate project planning by leveraging existing templates. Find the right resources based on roles or skills and assign them to projects or specific tasks using a detailed work breakdown structure. Visually manage your project timeline with dynamic Gantt chart views, that links automatically with tasks, resources, schedules. Integrated timesheets helps you monitor financial health – in real-time – keeping your project profitable throughout the entire delivery cycle.

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Accurate & Compliant Project Financials
Drives Profitability

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. Centralized time and expense means project financials are always up to date, and customer billing is accurate. Streamline internal approvals and accelerate billing cycles with workflow automation rules. Define different billing rules according to the unique requirements of your customers. Integrate billing with third-party accounting systems for maximum control.

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Project Insights At Your Fingertips

Fully integrated into the Upland PSA experience, Upland Analytics is a purpose-built analytics solution for services organizations. Intuitive and easy to use, organizations can easily gather tangible insights into project and business performance. Interactive dashboards give teams real-time data visualization, helping to monitor trends, identify gaps and make strategic decisions – before they impact the bottom line.

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PSA: Invest a Little, Gain a Lot
White Paper