Compare Instant Team vs. Upland PSA

Project Insight helps organizations connect project data across teams and systems to make better decisions about their business. As a strategic project and portfolio management platform, it brings together resource and capacity planning, financial management, project requests, execution, governance, and portfolio performance. The result is a connected project data backbone that gives PMOs and executives visibility into organization-wide work and supports trustworthy reporting, forecasting, and AI analysis. Teams can continue using familiar tools such as Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot while Project Insight brings their project information into one central command center, reducing manual data entry and disconnected reporting. Manage projects, programs, and portfolios using flexible workflows, intelligent scheduling, Gantt charts, Kanban boards, time tracking, budget management, and customizable dashboards. Leaders can monitor workloads, project health, costs, and strategic priorities without chasing information across departments. AI-powered features help create project plans, turn meeting discussions into action items, recommend resources, forecast capacity, and evaluate what-if scenarios. From growing teams outgrowing spreadsheets to established PMOs with complex business processes, Project Insight adapts to the way organizations work through configurable processes, dedicated onboarding support, and free view-only access for clients and stakeholders.

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.

Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed. Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress. Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.

Planview ProjectAdvantage brings clarity, control, and scalability to enterprise project management by unifying project data, resources, and performance insights in one platform. Built for growing PMOs and complex organizations, it eliminates silos and inefficiencies by connecting teams through a single source of truth. Users can monitor resource allocation, track workloads, and forecast capacity with precision using dynamic dashboards. ProjectAdvantage’s portfolio scoring tools and sandbox environments make it easy to prioritize initiatives and align them with company strategy. Its flexibility supports any methodology—Agile, hybrid, or Waterfall—making it ideal for diverse industries and workflows. Seamless integrations with leading enterprise systems like Jira, ServiceNow, and Microsoft Teams enable cross-functional collaboration and real-time visibility. Backed by AI-driven analytics, Planview Projectadvantage helps accelerate project delivery, improve performance tracking, and ensure continuous strategic alignment. Designed for agility, it’s a transformative solution that turns project chaos into structured, measurable success.

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

InEight is integrated project controls software for capital construction, built as a modular platform where cost, schedule, contracts, and project information share one connected foundation. Organizations implement flexibly and scale from a single complex project to a billion-dollar capital portfolio. Purpose-built applications cover every project phase, and because the products are connected, field data updates budgets, forecasts, and schedules in real time, so every team works from the same numbers. Advanced analytics turn live project data into smarter decisions. Customers in 60+ countries run more than $1 trillion in projects on the platform, across industries including mining, nuclear, power and renewables, transportation, water, and oil, gas, and chemical. Teams use InEight to standardize best practices, manage budgets and forecasts, control scope changes, and modernize how capital projects get delivered.

KonstructIQ is an innovative platform that integrates artificial intelligence to serve the needs of residential general contractors, remodeling companies, and home builders by streamlining both construction and financial management. This comprehensive tool covers the entire project lifecycle, encompassing fast and professional estimates, budgeting, invoicing, payment processing, change-order management, cost tracking, subcontractor coordination, and real-time reporting, all within a unified interface. Its estimating feature allows contractors to create precise bids swiftly, utilizing customizable cost codes and the ability to calculate markups or margins, as well as accommodating both cost-plus and fixed-price pricing models. Upon approval of an estimate, it transforms into the project budget, ensuring that every bill, invoice, or change order automatically reflects on the budget, enabling contractors to maintain precise job costing and oversight of profitability. Additionally, the platform facilitates payments to subcontractors or suppliers, supporting various methods such as ACH transactions, checks, debit and credit cards, virtual cards, or Zelle, while also enabling clients to pay invoices directly through a user-friendly portal, which accelerates cash flow significantly. This holistic approach not only simplifies administrative tasks but also enhances financial transparency for contractors, ultimately contributing to more efficient project completion.

Premier Construction Software is an AI-powered cloud ERP built for growing general contractors who need tight control over job costs, WIP, and cash flow across multiple projects and entities. It unifies construction accounting, project management, and field operations so GCs can eliminate spreadsheets, speed up billing, and protect margins with real-time financial visibility. How we help GCs win more work and protect margin: • Construction cloud ERP built for general contractors, owners, and developers managing multi-project, multi-entity portfolios. • Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L. • Integrated project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule. • Automated billing, approvals, and payroll workflows (including subcontractor and pay app portals) to reduce manual entry and speed up collections. • Native AI and predictive intelligence that surface risks, recommend next actions, and provide executive-ready dashboards for owners and project leaders. • Unlimited entities, consolidated reporting, and role-based dashboards so finance and operations see the same numbers in real time. Trusted by GCs and Land Developers globally, Premier saves time, cuts risk, and helps you move forward with clarity. With Premier, you’re not just adopting software, you’re partnering with a trusted leader committed to your success.

Project management is as efficient as it gets. Zoho Projects, a cloud-based project management software, helps you plan and track your work efficiently. It also allows you to collaborate with your team from anywhere. To get things done on schedule, plan your project activities, assign work, manage your resources, and collaborate better with your team. Gantt charts can be used to create your project plan and track your tasks. Zoho Projects helps you keep track of your key tasks and their dependencies and shows you any deviations from your planned progress. Reduce time spent on repetitive tasks. Our project management software is easy to use, no matter how complex your process is. It has a drag-and drop interface that makes it easier to create and deploy new automations. The Projects timesheet module allows you to log both billable and unbilled hours. You can record every minute of your hardwork, manually or with timers. Our built-in integration with Zoho Invoice generates invoices.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability