Home > PSA Software > BigTime > BigTime vs Upland PSA

BigTime vs Upland PSA

Last Updated: November 18th, 2024

Our analysts compared BigTime vs Upland PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

BigTime is a cloud-based professional services management software suite built to manage projects, billing and tracking. It is designed for accounting firms, government contracting, advertising agencies, legal, construction companies, engineering, government contracting and IT services. It provides functions teams need to deliver billable work within budget and on time. It gives users a 360-degree view of employee schedules, clients and engagements, and helps them track, bill and budget their time. It is suitable for companies of all sizes and supports invoicing, expense tracking, DCAA compliance and workflows. It also supports iOS and Android devices for on-the-go entries.

BigTime offers comprehensive project management modules that lets managers track statuses, define activities and tasks and assign tasks. Core features offered include time tracking, mobile timesheet application, task and engagement tracking, advanced reporting, built-in billing and invoicing tool, expense tracking, costing, budgeting, workflow management capabilities and seamless integration with QuickBooks and Lacerte Tax.

Upland PSA is a professional service automation tool that helps businesses use remote management tools that improve the profitability and growth of service businesses. It helps users manage capacity utilization and planning strategies for profitability and workload management. Users can change how projects are delivered with expense and timesheet capture with workforce and project management, project financials and billing.

Some of its key features include knowledge management, proposal automation and customer surveys. It has a host of webinars, case studies, e-books and articles to help users navigate its various modules.

$19/User, Monthly

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$20 Monthly

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Tailored to your specific needs

Small

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Large

Small

Medium

Large

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Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Customizable Timesheets: Its timesheets contain all necessary field types and can be organized in the way users prefer. Users can create daily and weekly timesheet views, add, rename or remove columns, round time entries automatically and lock completed timesheet periods.
Settings Security and Required Fields: Users can limit timesheet data access to control sensitive data, reduce errors and speed up time entry. They can also set required fields that employees must fill before saving. Managers can also set custom user rights.
Smart Tracking: Time tracking tool has smart lookups, user-driven defaults, customizable views and support for intuitive timesheets.
Faster Billing: Its central hub for tracking drafts, billing rates, WIP, cost rates, billing rules and PDF formats helps users create invoices faster and realize higher revenues.
Crafting Better Teams: It gives users a real-time view of resource allocations. They can also avoid under and over scheduling, thereby ensuring the happiness of consulting teams.
Flexible Billing Rates: Users can manage bill rates and override them as needed. Users can set bill rates of project tasks, staff and work codes. They can also create base rates and an unlimited number of custom rates.
Customizable Invoice Templates: Users can use invoice templates to customize invoices according to their client’s needs. They can also personalize templates, edit them and choose the details they wish to include.
Approve Expense Reports: Managers can approve expenses for specific projects. Reviews can be automated, and notifications and alerts can be sent to managers when an expense report is available.
Accelerate Project Progress: Standardized review features help increase overall team accuracy. With the help of reviews, users can avoid and eliminate time-consuming billing errors.
Standardized Workflows: Managers can view the exact status of a project based on its due date and status. They can also assign employees to projects and define due dates. Multiple projects can be tracked using custom statuses and task types.
Mobile Access: Simplifies on-site time entry with time-tracking apps for Android and iOS. Users can enter time manually or use timers. They can also submit reports and assign expenses to projects.

Integrations: Facilitates data from and to existing systems like HCM, finance, CRM, payroll and ERP by connecting the entire enterprise ecosystem to Upland PSA using the integration platform.
Capacity Planning: Facilitates efficient utilization strategies and capacity planning to increase profitability and manage workloads.
Monitor Performance: Make data-driven and informed decisions to manage operations and ensure financial health with analytics and insights.
Customer Centric: Makes businesses customer-centric and brings together service automation with customer sentiment, knowledge management and proposal automation.
Lower Revenue Leakage: Accelerates invoicing and lowers revenue leakage with a centralized billing and time management system that tracks expenses and time. Configurable workflows accelerate approvals.
Automate Engagement: Helps businesses align service and sales departments to deliver consistency in customer experience delivery, reducing the chances of misaligned goals, communication gaps and dissatisfied customers.
Forecast Resources: Track services pipelines to ensure project delivery within budget and on time by allocating people suited to deliver.

Expense Tracking: Expenses are tied to billable client projects or internal project records. Users can record billable or internal project expenses, equipment use and mileage. Users can also categorize expenses as billable, non-billable, reimbursable, non-reimbursable or as service fees.
Invoicing: It has flexible invoicing options that improve income by billing a project’s in-progress work. Submitted bills can be reviewed immediately for approval and payment. Users can also show entry details or group them as needed. They can also mark-up expenses like recurring service fees and equipment use.
Time and Materials Invoices: BigTime simplifies expense calculation with automation tools. Users can send their clients a detailed bill and recalculate invoices when entries are deleted. They can also provide more detailed invoices with options that display staff, tasks, departments, project roles or labor codes.
Lookup Fields: It has smart lookup fields to reduce clicks and get rid of scrolling for quick timesheet recording. It only shows required fields and can auto-complete fields as users type.
Credit Card Charge Capture: Users can assign and record credit card charges to specific projects for billing in QuickBooks. Charges can be billed to clients, and QuickBooks can help reconcile bank statements.
Work-In-Progress Management: This suite helps users manage unbilled expenses and time to improve cash flow. It provides complete visibility, and WIP is selectable by date range.
Task and Budget Tracking: Users can keep track of all their tasks and set them up for every project while assigning expense budgets. Users can control secure information by giving custom access rights to managers.
Gantt Charts: Gantt charts facilitate visual task management. Users can put their projects on a timeline and see how components fit together, highlighting critical paths and dependencies.
Workflow Management: Managers can assign employees to tasks and define due dates. They can track schedules and use custom tasks and statuses. They can also sort, group and filter to view project details.
Resource Allocation: Its dashboard shows which employees are available and how much time can be allocated to them. Users can reduce time spent on planning and make decisions about when more staff is required.
Utilization Dashboard: Gives insights into operations and helps users manage resources more efficiently. They can also lower staff bench time by identifying areas to increase productivity.
Custom Reports: Helps users create custom reports in real time. They can pull utilization metrics and sort them by role, department and employee. Line graphs can be generated to compare budgets to actual expenses, and efficiency can be analyzed on a monthly basis.
Integrations: Supports deep integrations and combines them with users’ existing ecosystems. It can be integrated with QuickBooks, Lacerte, Salesforce, Slack, Google Apps and Zapier. It also integrates with existing IDs and codes, eliminating double entry between systems.

Modular Platform: Designed to grow along with users’ business by implementing in a modular fashion, enabling change management, increased internal adoption and services maturity.
Advanced Workflows: Use flexible workflows and visual workflow editors to configure processes to match user requirements.
Timesheets: Customizable timesheets at task and project level, create approval workflows and leave time for optimal operational efficiency.
Customer Engagement: Brings best practice principles and high touch to all engagements.
Mobile Engagement: Lets users engage with their audience by delivering messages via text, mobile wallets or apps, or use a combination of methods. Upland PSA grows with the business.
Apps and Push: Helps design marketing campaigns and provides insight into customer preferences and behavior with rich audience segmentation, push notifications and location triggered messaging.
Wallet Pass: Enables contactless payment using wallet apps like Google Pay and Apple Pay. Lets users store gift cards, coupons, tickets, offers, loyalty cards or memberships on mobile devices.
Resource Management: Helps manage project workforces with control and visibility. Supports functions like scheduling, forecasting and managing remote or local workforces.

Product Ranking

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#32

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Analyst Rating Summary

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User Sentiment Summary

91%

of users recommend this product

BigTime has a 'excellent' User Satisfaction Rating of 91% when considering 2302 user reviews from 5 recognized software review sites.

79%

of users recommend this product

Upland PSA has a 'good' User Satisfaction Rating of 79% when considering 193 user reviews from 4 recognized software review sites.

4.9 (47)

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4.5 (1081)

3.9 (98)

4.59 (573)

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4.6 (561)

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4.0 (14)

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4.3 (69)

4.3 (40)

2.3 (12)

Awards

Synopsis of User Ratings and Reviews

Intuitive Interface: BigTime's user-friendly design makes it easy to navigate and find the information you need quickly, streamlining your workflow.

Robust Time Tracking: Accurately track time spent on projects, tasks, and clients with BigTime's comprehensive timekeeping features, ensuring precise billing and project management.

Seamless Project Management: Manage projects efficiently with BigTime's project management tools, including task assignments, progress tracking, and collaboration features, enhancing team coordination.

Detailed Reporting: Generate customizable reports that provide valuable insights into project performance, resource utilization, and financial data, empowering you to make informed decisions.

Mobile Accessibility: Access BigTime on the go with its mobile app, allowing you to stay connected to your projects and tasks from anywhere, ensuring uninterrupted productivity.

User Friendly: The system is easy to use and intuitive, as noted by approximately 86% of users who mention the system’s usability.

Functionality: Asana offers a robust suite of successful project management tools, as reported by 76% of the users who mention the product’s functionality.

Support: Support for the system is prompt, as reported by 88% of users who mention support.

Integrations: Available integrations help add value to the base product, as reported by 80% of reviewers who mention integrations.

High cost: BigTime is more expensive than comparable PSA software, making it a less attractive option for small businesses and startups with limited budgets.

Steep learning curve: BigTime's complex interface and feature-rich environment can be overwhelming for new users, requiring significant training and onboarding time.

Limited customization: While BigTime offers a range of features, its customization options are somewhat limited compared to other PSA software, making it challenging to tailor the software to specific business needs.

Reporting limitations: Some users have reported difficulties generating customized reports and extracting data from BigTime, hindering their ability to gain insights and make informed decisions.

Integration challenges: Integrating BigTime with other business applications can be complex and time-consuming, requiring additional resources and expertise.

Integrations: Nearly 90% of reviewers found Upland PSA’s interface to be dated and not intuitive.

Learning Curve: Nearly 100% of users who mentioned its learning curve reported that Upland PSA has a steep learning curve.

BigTime is PSA software with robust features for time tracking, billing, project management, and reporting. It has a clean and intuitive interface that makes it easy for users to navigate and find the information they need quickly. One of its key strengths is its customizable dashboards that allow users to tailor the software to their specific needs. BigTime also offers a mobile app that provides access to key features on the go. In comparison to similar products, BigTime stands out with its robust reporting capabilities. Users praise its ability to generate detailed reports on a variety of metrics, including project profitability, resource utilization, and time spent on tasks. Additionally, BigTime's customer support is highly responsive and helpful, which is important for ensuring a smooth implementation and ongoing use of the software. Overall, BigTime is a well-rounded PSA software solution that is suitable for businesses of all sizes. Its customizable dashboards, robust reporting capabilities, and excellent customer support make it a top choice for businesses looking to improve their project management and billing processes.

Upland PSA is a user-friendly PPM system, and users praise its time-sheet feature. Many users don’t have any complaints and say that Upland PSA has increased their efficiency. It ranks very high in usability and functionality. Its support team is helpful and quick to respond. Users find that Upland PSA helps organize tasks that their team members should work on. Its integration feature increases productivity. However, the interface is not intuitive and has a learning curve.

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FAQ

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