[ Certini... Reviews ](https://www.g2.com/products/certinia-ps-cloud/reviews) [ Certini... Reviews ](https://www.g2.com/products/certinia-ps-cloud/reviews) # Certinia PS Cloud Features ##### ## Tasks (8) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Projects (11) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (3) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Customer Information (7) Customer Health Scores Provides users a customer-specific score to determine the overall satisfaction of each customer. Customer Monitoring Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team Customer Profiles Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. Playbooks Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. Customer Segments Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. Product Engagement Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. Surveys Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. Show More ##### ## Predictions (4) Churn Risk Calculates the risk that your customers will not renew or continue using your product or service. Upsell Opportunities Discovers and highlights factors that lead to upsell opportunities. Custom Triggers Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. Machine Learning Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. Show More ##### ## Platform (21) Reporting & Dashboards Access pre-built and custom reports and dashboards for viewing API & Integrations The number of sources from which the platform can pull customer data and how well those integrations are supported. Data Import & Export Tools Ability to input, modify, and extract data from the application in bulk through a structured file. Workflow Capability Automates everday customer success functions for more efficient and effective day-to-day processes. Notifications Set alerts for customer actions in order to respond quickly and proactively. Customization Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Scalability Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. Data Security The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. Performance & Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. 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. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Show More ##### ## Planning (3) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Optimization (3) Performance Monitor the performance of each resource by project, portfolio, or resource type. Forecasting Provide demand-driven forecasts to prepare and plan for future projects. Corrections Identify misutilizations and provide suggestions to improve planning and scheduling. Show More ##### ## Accounting (23) AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payments Scheduling Ability to schedule payments at predefined dates and times Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Show More ##### ## Back Office (14) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Asset Register Create a list of all the assets owed by a company. Lean Management Include lean project management features and best practices. Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Status Monitor the status of multiple types of assets. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Show More ##### ## Front Office (16) ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Configuration Rules Rules ensure that users select only compatible options and that all required items are included Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Product & Price List Management Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. Product Catalog Allows users to search, filter, sort and select items to be added to quote Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Integration (3) Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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. Show More ##### ## Logistics (10) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Inventory Pricing and Costing Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Picking Methods Support multiple picking methods such as batch, wave, or zone picking. Picking Planning Create schedules for picking activities based on inventory availability. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Show More ##### ## Production (12) BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Identify Demand Calculate demand by consolidating data from multiple sources. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Manage Resources Track resource availability for raw materials and production capacity. MPS Create and implement master production plans for multiple production lines and locations. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. Production Plans Generate production plans based on demand and resource availability. Rework Identify rejected products and decide either they can be repaired or discarded. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Waste Track production waste such as scrap, as well as returns that cannot be repaired. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Show More ##### ## Reporting & Analytics (3) Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Show More ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Project Management (4) Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Show More ##### ## Portfolio Management (4) Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Analytics (3) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Show More ##### ## Administration (3) Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Show More ##### ## Generative AI (8) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Artificial Intelligence - Professional Services Automation (3) Predictive Forecasting Predicts project profitability, revenue, and resource utilization based on historical data and current trends. Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Project Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Customer Success (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![BigTime](https://images.g2crowd.com/uploads/product/hd_favicon/884ed97cdeee74de7e2af7115e09c500/bigtime.svg "BigTime") BigTime 4.5/5 (1,672) ](https://www.g2.com/products/bigtime/reviews) [ ![Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://images.g2crowd.com/uploads/product/hd_favicon/181e144a81f469ec182ad6517b02ec00/kantata-professional-services-automation-formerly-mavenlink-kimble.svg "Kantata Professional Services Automation (formerly Mavenlink+ Kimble)") Kantata Professional Services Automation (formerly Mavenlink+ Kimble) 4.2/5 (1,451) ](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) [ ![Rocketlane](https://images.g2crowd.com/uploads/product/hd_favicon/60f9458476e7d2446d008ab78d96c7b6/rocketlane-corp.svg "Rocketlane") Rocketlane 4.7/5 (832) ](https://www.g2.com/products/rocketlane-corp/reviews) [ View All Alternatives ](https://www.g2.com/products/certinia-ps-cloud/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Audit Trail](/glossary/audit-trail) Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more. [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods. [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. 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