Projector PSA

(40)
4.7 out of 5 stars

Professional Services Automation software from Projector PSA helps services organizations track time and expenses, manage projects and schedule resources

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Projector PSA Features

Expense Reports
Ease of Creating Expense Reports

Creation of expense reports takes little time and is intuitive for new users

95%
(Based on 6 reviews)
Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements

Not enough data available

Smart Categorization

Automatically assigns categories/accounts based on past entries and credit card statements

Not enough data available

Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

75%
(Based on 6 reviews)
Employee Reimbursement

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

95%
(Based on 6 reviews)
Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency

Not enough data available

Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional)

Not enough data available

Tasks
Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

Not enough data available

Due Dates

Set deadlines on tasks.

Not enough data available

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

Not enough data available

To-Do Lists

Each user can view their list of tasks to be completed.

Not enough data available

Travel Management
Ease of Booking

Can book Flights, Hotels, and Rental cars directly from software.

Not enough data available

Itinerary Management

Creates travel itineraries based on booking

Not enough data available

Trip Notifications

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Not enough data available

Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Not enough data available

Collaboration
Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

Not enough data available

Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

Not enough data available

Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

Not enough data available

Time Tracking
Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users

95%
(Based on 6 reviews)
Tracking Time to Project/Task

Users can easily track time based on task or activity and assign to projects

95%
(Based on 6 reviews)
Billable Time Rate Management

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

95%
(Based on 6 reviews)
Projects
Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Not enough data available

Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Not enough data available

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Not enough data available

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

Not enough data available

Issue Tracking

Track issues and manage resolutions.

Not enough data available

Client Invoicing
Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

93%
(Based on 25 reviews)
Electronic Payments

Accepts electronic payments from clients

n/a
Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

91%
(Based on 30 reviews)
Portfolio Management
Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

Not enough data available

Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

Not enough data available

What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

Not enough data available

Workflow

Automate task approvals processes and handoffs at project milestones.

Not enough data available

Request Management

Manage project and change requests in the system, approving or sidelining requests.

Not enough data available

Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

Not enough data available

ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Not enough data available

Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

Not enough data available

Project Resource Mgmt.
Budget Tracking

Enables project managers to track and manage time and expense budgets

91%
(Based on 28 reviews)
Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

89%
(Based on 25 reviews)
Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

84%
(Based on 14 reviews)
Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

90%
(Based on 11 reviews)
Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

93%
(Based on 26 reviews)
Resource Management
Resource Database

Maintain a database of resources that contains employment details, skills and availability.

Not enough data available

Resource Allocation

Allocate resources to various projects, phases and tasks.

Not enough data available

Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

Not enough data available

Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

Not enough data available

Mobile
Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Not enough data available

Mileage Tracking

Allows users to track mileage from mobile device using maps or GPS.

Not enough data available

Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Not enough data available

Platform
Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

Not enough data available

Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data available

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

Not enough data available

Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Not enough data available

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.

Not enough data available

Platform
Embedded AI / Machine Learning

Offers embedded AI/machine learning

Not enough data available

Complex Approval Workflow

Provides workflow for complex approval structures

Not enough data available

Mobile Time Tracking
Time Tracking

Allows users to track and enter time spent on project tasks from mobile device.

94%
(Based on 5 reviews)
Administration
PCI Regulation Compliant

Complies with PCI security standards

Not enough data available

Administration
Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

86%
(Based on 25 reviews)
Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

90%
(Based on 22 reviews)
Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

90%
(Based on 21 reviews)
Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

93%
(Based on 14 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

93%
(Based on 26 reviews)
Platform
Reporting

Access pre-built and custom reports and dashboards.

88%
(Based on 27 reviews)
APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

87%
(Based on 22 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

89%
(Based on 12 reviews)
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.

98%
(Based on 28 reviews)
Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

81%
(Based on 21 reviews)
Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

79%
(Based on 10 reviews)