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What is Upland PSA?

Implementing effective capacity planning and utilization strategies is crucial for optimizing workload efficiency and increasing profitability. By harnessing insights derived from data, you can significantly improve your service operations and strengthen your organization's financial health with the aid of PSA-integrated analytics. Emphasizing the customer experience is vital, and this can be achieved by combining professional service automation with proposal automation, knowledge management, and analysis of customer sentiments. Upland PSA transforms the project delivery landscape for service-oriented businesses, guaranteeing a smooth transition from the initial engagement with clients to long-term success. Our all-encompassing software suite encompasses essential features for meticulous timesheet and expense management, project oversight, customer invoicing, and financial control. Additionally, it offers tools for proposal automation, knowledge management, and gathering customer feedback. With this integrated strategy, you can prioritize customer satisfaction and foster favorable results from the very beginning, laying down a solid groundwork for enduring partnerships. Ultimately, this approach not only enhances operational efficiency but also reinforces your commitment to delivering exceptional value to your clients.

What is Tempo Capacity Planner?

Tempo's Capacity Planner is a dynamic tool that helps teams optimize their resource management by providing clear visibility into workloads and capacity across all projects. Fully integrated into Jira, it allows project managers to track resource utilization, foresee potential bottlenecks, and ensure a balanced workload across the team. With features like resource forecasting and flexible planning, this tool helps organizations manage staffing requirements proactively, ensuring successful project delivery on time and within budget.

Media

Media

Integrations Supported

Airbyte
Exply
Jira
Memtime
Microsoft Dynamics 365
Microsoft SharePoint
Plandek
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Tempo Financial Manager for Timesheets
Tempo Timesheets

Integrations Supported

Airbyte
Exply
Jira
Memtime
Microsoft Dynamics 365
Microsoft SharePoint
Plandek
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Tempo Financial Manager for Timesheets
Tempo Timesheets

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per user per month
Free Trial Offered?
Free Version

Pricing Information

$10/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upland Software

Date Founded

2012

Company Location

United States

Company Website

uplandsoftware.com

Company Facts

Organization Name

Tempo Software

Date Founded

2009

Company Location

United States

Company Website

www.tempo.io/products/capacity-planner

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Categories and Features

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

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