Upland PSA Features
What are the features of Upland PSA?
Customer Management
- Customer Profiles
- Sales
Project Management
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
Accounting
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
Portfolio Management
- Risk
Analytics
- Forecasting
- Reporting
Administration
- Workflow
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Upland PSA Categories on G2
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Customer Management
Customer Profiles | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications. | 88% (Based on 10 reviews) | |
Sales | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region. | 83% (Based on 10 reviews) | |
Marketing | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance | 83% (Based on 10 reviews) | |
Client Portal | Provides a portal for clients to view project progress, budgets, resources, project documents, etc. | Not enough data |
Project Management
Project Planning | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project | 83% (Based on 10 reviews) | |
Project Tracking | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project | 87% (Based on 10 reviews) | |
Resource Definition | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects. | 83% (Based on 10 reviews) | |
Resource Management | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. | 80% (Based on 10 reviews) |
Accounting
Revenue Recognition | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Automate revenue recogniton by project, portfolio, or milestone and deliverable. | 75% (Based on 10 reviews) | |
Invoice Management | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded. | 82% (Based on 10 reviews) | |
Payments | As reported in 10 Upland PSA reviews. Accepts multiple types of payments from clients and match with invoices. | 73% (Based on 10 reviews) | |
Project Accounting | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project. | 82% (Based on 10 reviews) | |
Budget Tracking | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets. | 85% (Based on 10 reviews) |
Portfolio Management
Portfolio Definition | Define multiple types of portfolios for projects, programs, and services. | Not enough data | |
Portfolio Performance | Monitor the performance of different types of portfolios and programs. | Not enough data | |
Risk | Identify risks that may negatively impact the performance of a portfolio of projects. 10 reviewers of Upland PSA have provided feedback on this feature. | 77% (Based on 10 reviews) | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. | Not enough data |
Analytics
Forecasting | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. | 82% (Based on 10 reviews) | |
Reporting | Based on 11 Upland PSA reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users. | 77% (Based on 11 reviews) | |
KPIs | Include business and financial KPIs that are specific to project and portfolio management . | Not enough data |
Administration
Standard Integrations | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Based on 10 Upland PSA reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. | 78% (Based on 10 reviews) | |
Access Management | Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | Not enough data |
Platform
APIs | Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Mobile | Allows software to be easily used on multiple mobile devices including phones and tablets. | Not enough data | |
Offline Access | Ability to create and access tasks, transactions and reports while not connected to internet. | Not enough data |
