On-Demand Video

Watch: Upland PSA 2023 R2.0 release highlights

Tune in to see all of the exciting new enhancements coming in the Upland PSA 2023 R2.0 launch!





Highlights include:

Streamlined user experience: Progressive UX improvements means administrators and end-users can take more intuitive actions in core areas of PSA such as timesheets, attachments and notes, integration set up, payroll, invoicing, business workflow roles, and more.

Introducing rate cards: Elevate your project financial and resource planning efforts with all new rate cards in PSA! Easily create and maintain billing rates for different roles and projects so you can plan services revenue forecasts and bill customers with accuracy.

Deeper project financial insights: Quickly access key project financial details with rolled up revenue and cost forecasts for parent projects based on sub-project financial data. Additional enhancements allow you to calculate Estimate at Completion (EAC) for roles in your Project Work Plan and show billable and non-billable forecasted hours in the Work Plan summary.

Plus, we cover the next generation capabilities available in Upland Analytics, providing more opportunities to input, analyze, and share information across all levels of your organization.

Check out the Release Notes for more information and download the slides from the community.

And don’t forget to register for our complimentary Ask the Experts sessions if you have any questions about what’s in the R2.0 release.

Plus, you can learn tips and tricks on additional features in Upland PSA and connect with other customers.

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