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Projector PSA

Professional Services Automation Software
3 reviews

Key Features

  • Professional Services Automation
  • Project Management
  • Resource Scheduling
  • Time and Expense Tracking
  • Client Billing and Invoicing
  • Project Workspaces
  • Automated Budgeting Alerts
  • Analytical Reporting
  • People and Project Matching
  • Dashboards and Alerts
  • Multi-Currency
  • Multi-Company
  • Operational Forecasting
  • Financial Forecasting
  • Pre-Packaged Integrations
  • Mobile Access

Overview

Projector PSA is a fully integrated suite of Professional Services Automation tools that helps services organizations with project management, resource scheduling, time and expense tracking, and client invoicing. Projector integrates seamlessly with accounting systems such as QuickBooks and Great Plains, CRM applications like Salesforce.com, and other applications such as Microsoft Project and Excel. It was designed to act as a the core operational system to help services organizations more efficiently deliver projects for their clients. Projector gives your organization the visibility and control that it needs to make informed decisions and intelligently manage projects from start to finish. Try a free 30-day trial of Projector and see for yourself.

Projector was designed with three distinct but integrated modules, each of which is designed to give you answers about a different part of your business.

Projector's Project Accounting module is all about the past. It helps you track the time and expenses you've invested to date to deliver your projects. It manages the process of invoicing your clients to ensure you bill them for every hour invested and every dollar disbursed on their behalf. Finally, it can act as the project accounting sub-ledger for your general ledger, seamlessly sending transactions to your accounting system to always keep it in sync.

Our Resource Scheduling module helps you efficiently match the perfect person to the right project. It lets project managers describe what sort of resources they need on their projects based on skill sets, certifications, physical locations, and required hours. It also gives resource managers the ability to match up resource needs with staff availability, and make strategic tradeoffs amongst potentially competing needs. The Resource Scheduling module is central to helping manage future-looking utilization, revenue and profitability, and hiring needs.

Projector's Project Management module gives you the power to plan, track, and execute projects at a detailed level. It provides a simpler alternative to Microsoft Project if desired or integrates directly with Microsoft Project if needed and allows project managers to assign tasks and track project health at a detailed level. It also provides project workspaces to encourage communication and collaboration with your team and your clients as you deliver the project.

  www.projectorpsa.com

Specifications

Intended Users
Freelancers, Large Enterprises, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, Mobile Web App, RIM-BlackBerry, Web-based, Windows, Windows Phone
Supported Countries
Asia, Australia, Canada, China, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
English
Supported Platforms
Microsoft Dynamics, Open API, Quickbooks Intuit, Salesforce
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Certifications
Safe Harbor, SAS-70

Pricing

Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available

Projector is available on a monthly subscription basis starting at $15/user. We calculate monthly subscription fees at the end of the month based on the actual number of users, optional services, and integrations used for that month. There are no activation fees, termination fees, or minimum contract terms, so you're always in control of how you want to use Projector and for how long.

Benefits

No matter which module or modules you choose, Projector provides foundational layers for each one to provide visibility, control, and integration.

Projector's Visibility layer includes a powerful analytical reporting engine that lets you design and create reports in Excel pivot tables, allowing you to perform ad-hoc analysis on the data without requiring an advanced degree in quantitative analytics. When combined with Projector's e-mail alerts and interactive dashboards, you'll always have an up-to-the-minute, accurate view of how your organization is doing.

The Control layer manages workflows and user permissions, giving you the ability to control who is allowed to do and see what and when. Full audit trails will show you who actually did what and when.

Our Integration layer allows you to integrate Projector with the other critical systems your organization uses. Whether you take advantage of Projector's pre-built interfaces to applications such as QuickBooks, Great Plains, SalesForce, and Microsoft Project, or use the web services to build integrations with other systems, Projector's open architecture provides the advantages of best-of-breed thinking with fully integrated systems.

User Reviews

Wish we had moved to Projector earlier

Jim Hennessy11th of September, 2012 14:53

As CEO of a small consulting firm (~50 team members), we knew we had long outgrown our spreadsheet-based methods for team members to report time and expenses, and to generate invoices. After spending over a year evaluating options to migrate to, we made the move to Projector and completed a migration within 2-3 weeks. The system has totally transformed our operations, and excited our team members and customers. Team members highlighted our switch to Projector as one of their top "satisfiers" in a recent employee survey - they love it. Customers have responded to the improvements in our invoices. However, the visibility into our current engagements and resource utilization has been the most important achievement for our management team. The dashboarding and flexibility of reports and real-time visibility has been incredible. The problems with historical records that we found as a result of the migration pointed out the risks & issues that we were not even aware of with our previous "platform." We have complete confidence and audit-ability of our records now. Needless to say, we are satisfied and enthusiastic customers of Projector!

using the tool to optimize resource utilization

Allen East15th of June, 2012 17:24

Our organization has been using Projector PSA since April 2012. Our primary requirement was to integrate employee time-booking with project planning and invoicing. We conducted a careful search of candidate solutions and finally chose Projector because of its ease of use and tightly integrated feature set. Our initial expectations were quickly exceeded and we’re now using the tool to optimize resource utilization. Since implementation we’ve noticed our PMs are spending less time counting hours and more time managing our clients.

this product addressed our issues beyond expectation

Tom Lanzetta17th of May, 2012 15:20

Overall my organization is very happy with the Projector PSA application. We had a very specific need and this product addressed our issues beyond expectation. The application is intuitive, the support is attentive and knowledgeable, and compared to other similar applications I believe we get significant value from the product. Our goal prior to installing the Projector PSA tool was to gain tighter control of our employee resource pool and leverage these resources most efficiently on client engagements. Projector has deep, easy to use functionality that allowed us to realize these goals. We have been able to have data driven conversations with clients to improve billing rates, supported by easy to understand out of the box Projector reporting.

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FAQs for Projector PSA

Below are some frequently asked questions for Projector PSA.

Q. What are the main features of Projector PSA?

Projector PSA offers the following features:

  • Professional Services Automation
  • Project Management
  • Resource Scheduling
  • Time and Expense Tracking
  • Client Billing and Invoicing
  • Project Workspaces
  • Automated Budgeting Alerts
  • Analytical Reporting
  • People and Project Matching
  • Dashboards and Alerts
  • Multi-Currency
  • Multi-Company
  • Operational Forecasting
  • Financial Forecasting
  • Pre-Packaged Integrations
  • Mobile Access
Q. How much does Projector PSA cost?

We have the following pricing information for Projector PSA:

Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available

Projector is available on a monthly subscription basis starting at $15/user. We calculate monthly subscription fees at the end of the month based on the actual number of users, optional services, and integrations used for that month. There are no activation fees, termination fees, or minimum contract terms, so you're always in control of how you want to use Projector and for how long.

Q. Who are the typical users of Projector PSA?

Projector PSA has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Projector PSA support?

Projector PSA supports the following languages:

English

Q. What type of pricing plans does Projector PSA offer?

Projector PSA has the following pricing plans:

Free Trial, Subscription

Q. Does Projector PSA support mobile devices?

Projector PSA supports the following devices:

Android, iPhone-iPad, Mobile Web App, RIM-BlackBerry, Windows Phone

Q. Does Projector PSA offer an API?

Yes, Projector PSA has an API available for use.

Q. What other apps does Projector PSA integrate with?

Projector PSA integrates with the following applications:

Salesforce Sales Cloud, QuickBooks Online, Microsoft Dynamics GP (Great Plains), Sage 50 U.S., Microsoft Project

Q. What level of support does Projector PSA offer?

Projector PSA offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Q. What are the main benefits of using Projector PSA?

Projector PSA offers the following benefits:

No matter which module or modules you choose, Projector provides foundational layers for each one to provide visibility, control, and integration. Projector's Visibility layer includes a powerful analytical reporting engine that lets you design and create reports in Excel pivot tables, allowing you to perform ad-hoc analysis on the data without requiring an advanced degree in quantitative analytics. When combined with Projector's e-mail alerts and interactive dashboards, you'll always have an up-to-the-minute, accurate view of how your organization is doing. The Control layer manages workflows and user permissions, giving you the ability to control who is allowed to do and see what and when. Full audit trails will show you who actually did what and when. Our Integration layer allows you to integrate Projector with the other critical systems your organization uses. Whether you take advantage of Projector's pre-built interfaces to applications such as QuickBooks, Great Plains, SalesForce, and Microsoft Project, or use the web services to build integrations with other systems, Projector's open architecture provides the advantages of best-of-breed thinking with fully integrated systems.

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