Workday Professional Services Automation

4.0 out of 5 stars

Workday Professional Services Automation (PSA) gives resource managers, portfolio and project leaders, and finance and billing specialists a single, secure source of truth to view and act on project, talent, and financial data.

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Workday Professional Services Automation Features

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.

(Based on 10 reviews)
Electronic Payments

Accepts electronic payments from clients

(Based on 12 reviews)
Project Accounting / Revenue Recognition

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

(Based on 8 reviews)
Project Resource Mgmt.
Budget Tracking

Enables project managers to track and manage time and expense budgets

(Based on 7 reviews)

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

(Based on 6 reviews)
Client Portal

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

(Based on 10 reviews)
Skills Tracking

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

(Based on 16 reviews)
Resource Loading / Scheduling

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

(Based on 11 reviews)
Standard Integrations

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

Not enough data available


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

Not enough data available

Automated Reminders

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

Not enough data available

Policy Compliance Management

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

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


Access pre-built and custom reports and dashboards.

Not enough data available

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.

Not enough data available


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

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 to an action they took.

Not enough data available

Mobile User Support

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

Not enough data available


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

Not enough data available