Projector PSA Software


 

Projector is a comprehensive professional services automation (PSA) solution suited for organizations seeking a better way to streamline their entire workflow. From the time a project is won through planning, staffing, management, invoicing and reporting, Projector offers an integrated, web-based system that's targeted to the upper SMB market.

Projector was designed and built by experts with a background in professional services, so the software includes industry-specific functionality firms need to be successful. It is a cloud-based solution, which ensures the company is always using the most up-to-date features available. Organizations are billed monthly for actual users and usage.

This solution integrates three core applications: project management, project accounting and resource management. This allows firms to manage the entire lifecycle of a project from a single system. Projector's configurable interface allows for detailed project tracking, resource scheduling and in-depth reporting. There's also a mobile interface for time and expense data entry.

Projector can grow with the company; it easily supports both start-ups and global entities. The software also helps bridge the gap between their CRMs and accounting solutions, as Projector has several pre-built integrations with leading vendors of both.

 

Projector PSA - Time entry
 
  • Projector PSA - Time entry
    Time entry
  • Projector PSA - Project dashboard
    Project dashboard
  • Projector PSA - Resource browser
    Resource browser
  • Projector PSA - Project task status
    Project task status
  • Projector PSA - Customizable invoice templates
    Customizable invoice templates
  • Projector PSA - Operational and financial forecasting
    Operational and financial forecasting
Supported Operating System(s):
Web browser (OS agnostic)

11 Reviews of Projector PSA

 

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Software Advice Reviews (3)
More Reviews (8)

Showing 1-3 of 3

Bob from Avasant
Specialty: Management Consulting

February 2015

February 2015

User-friendly, nice step up from other SaaS based PSA Services

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It has a big improvement in ease of use over other Professional Service software and services we had previously used. We use the software globally and have gained great acceptance from the professional staff cross-culture in different regions. It's easy to understand and has plenty of aids to speed up time and expense entry. The SaaS based service has been very reliable over the years we have been a customer. It's above expectation given we are a user of several other SaaS based services. Other key points are the administrative functions of the product are far superior than other systems we use. It has a good report writer that they keep improving. Product support via phone is also a big plus. They have well trained, knowledgeable support staff. The accounting system integration has been reliable and has given us no issues with the cloud-based systems.


Likes Least

We haven't had many requests for new functions. I would like to see some improvement to credit card transaction input. However, their import function from a credit card transaction file works well and has helped a number of people. A mobile app might be nice but isn't critical given the ability to do offline input.

Recommendations

Evaluate the ability to administer the software, change configurations, and integrate easily to other corporate systems. Also, the ease of learning the system is very important. The number of screens needed to perform a function is critical. There are a bunch of PSA products out there, but you will need reliable online SaaS service, easy to use, easy to administer, and consistency of interfacing to other key systems for accounting or billing.

 
 

Evan from Park Place Technologies
Specialty: IT Services

February 2015

February 2015

User-friendly, very reasonably priced product

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It has an intuitive GUI, especially for those without a heavy-duty project management background.

Likes Least

The last time I used this product, there was not a very good mobile interface, but that may have changed since.

Recommendations

This is a low-cost niche product; there aren't many like it. They are good at personalized training and customization for the way you want to build out the tool. Be sure to take advantage of that and evaluate other software packages on customization and personalized training capabilities.

 
 

Bruce from Logical Design Solutions, Inc
Specialty: Management Consulting

February 2015

February 2015

Projector PSA - A must have tool for professional services firms

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Projector PSA provides a straightforward approach to Resource Planning and Time Entry, making implementation a breeze and enabling you to reach your full potential quickly. Projector's use of Excel Pivot Tables and easy-to-configure Report Writer also enabled us to train Project Managers and Department Heads to be self-proficient quickly. Through the use of Projector PSA, we have been able to "move the needle" in our professional services firm. Projector PSA has been with us all the way. They have a vested interest in our success and are always open to our input.

Likes Least

Projector has a no-frills interface that can easily be underestimated by end users. Further use of a graphical user interface would help to get users interested more quickly.

Recommendations

If you currently have the disciplines in place to track consultants' time and planning resources for projects, a professional services automation tool is for you. Find one that closely matches how you are doing it today, and you'll soon find there is much more to offer in buying one of these packages rather than going it alone.

 
 
 
Showing 1-8 of 8

Jim from First Key Consulting

August 2014

August 2014

Projector Review

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We have been impressed with the ability of Projector to consolidate the multiple prongs of a project (billing, project management and resource management) into one system. Having everything in one place makes it easy to get a bird¿s eye view of where we are at any given time, from a variety of perspectives.

Projector also gives significant control at a very granular level, which is very helpful for an organization such as ours. We need to make sure that the right people have access to the right information, but without overwhelming them or overextending access to areas that aren¿t relevant to the work they're doing.

And finally, the team at Projector has been great in terms of helping us get the most out of the system. They're quick to answer questions and have a solid understanding of our organization and how we can maximize the functions of Projector.

Review Source: Capterra
 

Jim Hennessy

September 2012

September 2012

Wish we had moved to Projector earlier

Product Quality

Product Quality
Quality

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!

Review Source: GetApp
 

Allen

June 2012

June 2012

using the tool to optimize resource utilization

Product Quality

Product Quality
Quality

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.

Pros

Ease of use and tightly integrated feature set

Review Source: GetApp
 

Tom

May 2012

May 2012

this product addressed our issues beyond expectation

Product Quality

Product Quality
Quality

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.

Pros

* Intuitive User Friendly Interface
* Product evolution driven by very smart professional service best practices
* Robust reporting
* Setup and Implementation very manageable

Cons

* Excellent as an adjunct system but no integrated general ledger package - (although there is import /Export functionality with some GL packages

Review Source: GetApp
 

Ian from Pebble Bay Consulting Ltd

May 2012

May 2012

Excellent product with great customer support

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Projector is a fundamental part of the way we run our business at Pebble Bay and I couldn't imagine being without it.

Pros

Very comprehensive set of capabilities, carefully thought-through in design and implementation.
Workflow using Projector is much smoother and more efficient than other PS automation tools I've used previously.
Reporting mechanisms are very flexible.
Customer support is always quick, friendly and to the point.
Completely reliable over the six-plus years we've been using it.

Cons

Management application requires MS Windows.

Review Source: Capterra
 

Evan from Park Place International

May 2012

May 2012

Quick deployment, great service

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Overall, projector is easy to use and deploys quickly. I beat my deadline for go live and stayed under budget. It is easy to customize and the learning curve is not very demanding. My only recommendation to make the process better is to put together a plan for data migration into Projector from old systems in a way that will not overburden the implementer with non-value add work.

Pros

My expierence with Bill Robinson, our implementation consultant, was nothing short of exemplary. Bill and everyone else from the Projector team took the time to understand our business model and shape the solution to fit our needs. I was particularly impressed by the way Projector was able to accomodate hourly billing engagements and complex integration projects with billing and revenue recognition milestones. The reporting engine is easy to use and great for executive level and mid-level management reporting.

Cons

The implementation required a great deal of manual data entry for historical data, customer information, and project data. This is time consuming and takes away from time that could be spent on implementation strategy and planning.

Review Source: Capterra
 

Marty from Skura Corp

May 2012

May 2012

Why I love Projector

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Superb product, and without any shadow of a doubt, the best support people I have worked with on over 20 years in IT.

You'd be a fool not to.

Pros

Easy installation, easy maintenance, easy to understand(mostly), comprehensive feature set

Cons

Management app can be a little overwhelming for new users.

Review Source: Capterra
 

Erinn from IT21 Solutions, LLC

April 2012

April 2012

Manager of Administration

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Good product, ease of use-fits our needs. May out grow at a later date but at this point, an integral part of our project management.

Pros

Good project management
easy input from Employee Portal
Lots of options for reporting and invoicing
great customer support

Cons

Wish i could customize reports more
time cost not pushed over to financial system as expenses are

Review Source: Capterra