Projector PSA Software


Projector is a cloud-based professional services automation (PSA) solution that helps organizations to streamline their business operations and workflows. It offers planning, staffing, management, invoicing and reporting functionalities to the users.

Projector 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 peripheral. Projector's configurable interface allows for project tracking and resource scheduling. There's also a mobile application available for time and expense data entry.

Projector also helps bridge the gap between their CRM and accounting solutions by offering various integrated applications of both domains. It also offers analytical reporting functionality that allows firms to visualize and analyze their performance and spot trends. Users are also provided with performance, project workspace and individual dashboards that give them real time information about the business activities. Integrations include QuickBooks, Salesforce and Intacct.

Support is available via phone and email.

Time entry
Time entry

Time entry

Project dashboard

Project dashboard

Resource browser

Resource browser

Project task status

Project task status

Customizable invoice templates

Customizable invoice templates

Operational and financial forecasting

Operational and financial forecasting

Supported Operating System(s):

Web browser (OS agnostic)



11 Reviews of Projector PSA

Overall rating

4.5 / 5 stars

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Bob from Avasant

Industry:  Management Consulting

Ease-of-use

Customer support

Functionality

February 2015

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

Pros

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.


Cons

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.

Evan from Park Place Technologies

Industry:  IT Services

Ease-of-use

Customer support

Functionality

February 2015

User-friendly, very reasonably priced product

Pros

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

Cons

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

Bruce from Logical Design Solutions, Inc

Industry:  Management Consulting

Ease-of-use

Customer support

Functionality

February 2015

Projector PSA - A must have tool for professional services firms

Pros

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.

Cons

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.

Jim from First Key Consulting

Ease-of-use

Customer support

August 2014

Projector Review

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

September 2012

Wish we had moved to Projector earlier

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

June 2012

using the tool to optimize resource utilization

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

May 2012

this product addressed our issues beyond expectation

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

Ease-of-use

Customer support

May 2012

Excellent product with great customer 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

Ease-of-use

Customer support

May 2012

Quick deployment, great service

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

Ease-of-use

Customer support

May 2012

Why I love Projector

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

Ease-of-use

Customer support

April 2012

Manager of Administration

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

Displaying 1 - 11 of 11 reviews