---
title: Certinia PS Cloud Reviews
meta_title: 'Certinia PS Cloud Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 674 reviews by the users' company size, role or industry
  to find out how Certinia PS Cloud works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 674
  scale: '5'
date_modified: '2026-08-11'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---


# Certinia PS Cloud Reviews
**Vendor:** Certinia  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 674
## About Certinia PS Cloud
Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your &quot;&quot;Services Math&quot;&quot; is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the &quot;&quot;Context Gap&quot;&quot; with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies &quot;&quot;best-match&quot;&quot; resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports.



## Certinia PS Cloud Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Certinia PS Cloud, enjoying seamless navigation and integrated project management. (63 reviews)
- Users value the **efficiency in project management** with Certinia PS Cloud, significantly saving time in operations. (41 reviews)
- Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle. (38 reviews)
- Users value the **user-friendly integration** of Certinia PS Cloud, simplifying management of projects and resources effectively. (36 reviews)
- Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless functionality across various business sizes. (29 reviews)
- Integrations (26 reviews)
- Users value the **reporting efficiency** of Certinia PS Cloud, enabling real-time insights and streamlined project management. (26 reviews)
- Customization Options (25 reviews)
- Resource Management (25 reviews)
- Efficiency (22 reviews)

**What users dislike:**

- Users find the **learning curve steep** with Certinia PS Cloud, citing challenges in understanding the software without formal training. (28 reviews)
- Users find the **complex usability** of Certinia PS Cloud challenging, especially with its steep learning curve and cluttered interface. (20 reviews)
- Users find **difficult customization** of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration. (17 reviews)
- Users experience **slow performance** with Certinia PS Cloud, leading to frustrations in functionality and productivity challenges. (17 reviews)
- Users find the **missing features** in Certinia PS Cloud limit usability and resource management capabilities. (16 reviews)
- Steep Learning Curve (14 reviews)
- Limitations (13 reviews)
- Poor Support (12 reviews)
- Lack of Customization (11 reviews)
- Difficult Setup (10 reviews)

## Certinia PS Cloud Reviews
  ### 1. Key to my biz. 

**Rating:** 4.5/5.0 stars

**Reviewed by:** David T. | Sr Director -  Global Managed Services, Enterprise (> 1000 emp.)

**Reviewed Date:** August 30, 2019

**What do you like best about Certinia PS Cloud?**

Being able to fully manage my entire teams project allocation, resourcing, project status and revenue in one place. 

**What do you dislike about Certinia PS Cloud?**

 Could use simplistic reporting. With easier ways to share reports. 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Full resource planning, staffing and revenue. We have realized s full integrated project and revenue system. 

  ### 2. Awesome product! 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2019

**What do you like best about Certinia PS Cloud?**

The planners give a great overview of resource capacity. Utilization reporting works great. Easy to create a new project by using templates.

**What do you dislike about Certinia PS Cloud?**

Scheduling against tasks does not work great, no way to provide a detailed report on timecards included in a billing event and time tasks and notes. Creating a new schedule for an assignment is not very easy. Forecasting does not work at all.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Having insight in project status and resource scheduling. With PSA we can make sure we utilize our staff well. 

  ### 3. Newbee

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 02, 2019

**What do you like best about Certinia PS Cloud?**

Project and Resource amangment, Reports and Timecard

**What do you dislike about Certinia PS Cloud?**

Perfomance of the application while working on Gnatt chart and generating reports

**Recommendations to others considering Certinia PS Cloud:**

Its very good to improve your business, in temrs of resource capacity and utilization.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Resource Capacity and Utilization

  ### 4. Great tool to track work hours

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabriel N. | Implementation Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 05, 2019

**What do you like best about Certinia PS Cloud?**

Well, what I like the best is the versatility that this tool has by giving you tons of options on how you want to schedule and track work hours. 

**What do you dislike about Certinia PS Cloud?**

Maybe will be the way you will select projects, could be improved instead of been jumping between projects, maybe a preview will be good.

**Recommendations to others considering Certinia PS Cloud:**

Use it and you will know how in love you will fall on it!

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

The lack of a proper track of billable hours, and non-billable as well

  ### 5. Very Positive Experience with FinancialForce PSA

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2019

**What do you like best about Certinia PS Cloud?**

I can track and enter data easily with FinancialForce PSA 

**What do you dislike about Certinia PS Cloud?**

I experienced some access issues initially. 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

The project management features in FinancialForce PSA help our team track and collaborate on customer projects.

  ### 6. FinancialForce review by SF admin

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2019

**What do you like best about Certinia PS Cloud?**

It's on the SF platform so it is highly customizable. Drag to extend feature in Resource Planner.

**What do you dislike about Certinia PS Cloud?**

Wish I could edit Resource fields in Resource Planner.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Tracking time and forecasting.

  ### 7. Financial Force PSA - Is the Best Professional Service Application on the market

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** May 07, 2019

**What do you like best about Certinia PS Cloud?**

Ability to track time, utilization, expenses, project deliverables, Quick view of KPI dashboards, and Reporting. Workspaces allows instant access to project details for the Project Managers

**What do you dislike about Certinia PS Cloud?**

Forecasting of Cost, need to be able to forecast both cost and revenue in a single module, ability to at a click view project financial heartbeat.

**Recommendations to others considering Certinia PS Cloud:**

It is more then just tracking time and expenses, that application is extremely robust, for revenue recognition, billing, and financial accounting

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

project revenue and cost tracking

  ### 8. FF PSA Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

FF PSA has a very rich featureset that allows us to efficiently manage our projects.  The flexibility allows us to satisfy the demands of multiple divisions while given us a 360 degree view of our data.

**What do you dislike about Certinia PS Cloud?**

Users are sometimes confused and/or overwhelmed by the amount of information that is presented.  I think FF is doing a good job of working toward streamlining and simplifying the presentation of the information.

**Recommendations to others considering Certinia PS Cloud:**

Take it slow.  Have a good rollout plan.  Do your research and make sure users are well trained.  Make sure there is good buy-in by all parties.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

We have been able to give our users and management a much better picture of where projects are at.

  ### 9. Accelerate w/ PSA

**Rating:** 5.0/5.0 stars

**Reviewed by:** Robin H. | Professional Services Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

It connects all of the pieces. PSA provides a single view for the way we do business.....sales to project to onsite engagement to resource management to billing.

**What do you dislike about Certinia PS Cloud?**

Too much functionality and need more direction on "next steps" and best practices from companies similar to ours.

**Recommendations to others considering Certinia PS Cloud:**

Document your business processes and develop a implementation map, before selecting a partner.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

We have improved utilization and more visibility into engagement management. We can quickly kickoff new projects and schedule consultants.

  ### 10. PSA Implementation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

I love the logic of the workflow within PSA. The resource management planner is going to allow me to have better forecasting and allow for quarterly planning. I'm excited to continue to build on the utilization of the software as we adopt the system - from spreadsheets and brain memory, this is going to save me so much time on reporting and allow for better reporting - especially the utilization and the profitability.

**What do you dislike about Certinia PS Cloud?**

It is a big change management from SF reporting and spreadsheets, we've gone through a few iterations of the proper workflow and can be difficult to visualize the end result when we go live.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Project Management, Reporting, Forecasting, Resource Planning, Utilization. 

  ### 11. RAX PSA Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.)

**Reviewed Date:** August 22, 2019

**What do you like best about Certinia PS Cloud?**

Easy of use, configuration to set up, native to Salesforce platform

**What do you dislike about Certinia PS Cloud?**

Data Model makes data migration very complex

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

time tracking and project milestones

  ### 12. Easy time entry tracking

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2019

**What do you like best about Certinia PS Cloud?**

the user interface is friendly and easy to use, it is very intuitive and accurate

**What do you dislike about Certinia PS Cloud?**

once the time entry is approved it cannot be recalled or modified, sometimes we need to fix something that is wrong but it is not easy to do 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

now is easier to track the information related to resources in the project easier

  ### 13. Financial Force PSA

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 05, 2019

**What do you like best about Certinia PS Cloud?**

Financial Force has provided visibility in to our project workload, project schedules and resource allocations that we were not able to previously capture.  The tool has made it easy to more efficiently allocate resources and track each of our verticals separately and in aggregate.

**What do you dislike about Certinia PS Cloud?**

Resource Planner and Project Planner are separate objects and one does not link to the other allowing for updates to flow through.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Project Visibility and Resource Allocation.  The benefits we have received are higher billable resource utilization, visibility to project issues and potential schedule impacts.  We have driven greater customer satisfaction and resource efficiency with PSA

  ### 14. Bringing together ERP ond CRM  into one unified system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Darrica J. | FinancialForce Admin, Sr. Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

I would say the most helpful would be the ability to forecast and different dimensions.  Plus the ability to quickly scale the tool to fit various business requirements.

**What do you dislike about Certinia PS Cloud?**

With the new features added in Spring 2020

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

solves the issues with understanding the business success with regard to utilization, billable forecasts and resource planning to meet the business ebbs and flows.

  ### 15. Service Operations ERP

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2019

**What do you like best about Certinia PS Cloud?**

Easy to use and intuitive UI with all the custom Page Like Timecard UI, Assign Resource, Resource Request

**What do you dislike about Certinia PS Cloud?**

sometimes Page Loads takes time especially the Planners Page

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

To make Salesforce a Complete ERP application without linking the other third party system

  ### 16. It was good, but we still need to do lot of customization

**Rating:** 3.5/5.0 stars

**Reviewed by:** Boyu Z. | BA, Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

The OOTB opportunity/Project/Milestone/Timecard stuffs.
And the configurable settings.

**What do you dislike about Certinia PS Cloud?**

There is no really helpful PM supporting tools provided. Like timecard/expense management, leave management.
And the timecard entry page is really slow.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Well, it's all about PSA things. PSA provided a simple way to support differently kind of PS project, and invoicing etc.

  ### 17. Flexible and Feature-rich Tool for Running our Services Organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe L. | VP of Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

Single source of data from accounts and opportunities, through project management and billing

**What do you dislike about Certinia PS Cloud?**

Could use some more features related to services project setup from opportunities

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Handoff from sales to services, Tracking resources, staffing, and utilization..  Project status reporting. Billing and Financials (using FF Accounting)

  ### 18. User perspective 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rachelle L. | Project & Scheduling Manager, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 05, 2019

**What do you like best about Certinia PS Cloud?**

Being able to customize it to the companies needs for different budget, resource allocation, project completion and project hours used or outstanding needs. 

**What do you dislike about Certinia PS Cloud?**

How hard it is to build reports at times. 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Resource allocation and needs

  ### 19. FF PSA is a MUST for all your Professional Services needs!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 18, 2019

**What do you like best about Certinia PS Cloud?**

The ease of use of the program. I had briefly worked with FF before my current role, but found it extremely easy to navigate and very user friendly!

**What do you dislike about Certinia PS Cloud?**

There are hiccups within the resource planner, however the FF team is always proactive to make changes to get things back on track!

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

I personally enjoy the reporting features. The reports make it easy to provide metrics to Management and easy to build. The reports become invaluable tools to providing quick reference information.

  ### 20. Wonderfully integrated platform!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 20, 2019

**What do you like best about Certinia PS Cloud?**

We began using this platform just over. Year ago and have seen great, streamline, results across the board!

**What do you dislike about Certinia PS Cloud?**

A little tricky if you don’t know your way around the program at first 

**Recommendations to others considering Certinia PS Cloud:**

Explore the tools they have! It’s a multifaceted program

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

We are able to generate fantastic reports with this platform! Wouldn’t go back to any other resource 

  ### 21. Transformed my business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

I went from zero usable business metrics (all paper/manual processes) to a way I can run my business with FF.  I now have true visibility to my capacity, project insight and status.

**What do you dislike about Certinia PS Cloud?**

It was a slower than expected start to get going.  We are very out of the box and I expected to get off the ground much quicker.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

I run all of global services with 5 distinct business units.  I have a lens into all of it now. 

  ### 22. PSA Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Enterprise (> 1000 emp.)

**Reviewed Date:** May 07, 2019

**What do you like best about Certinia PS Cloud?**

Interface is intuitive and easy to use, especially leveraging Lightning.

Quick to customize through objects, fields, APEX, validation rules, and configuration options.

Seamless integration with CRM.

**What do you dislike about Certinia PS Cloud?**

Gantt and project scheduling functionality leaves a lot to be desired. The inability to front/back load assignments through the gantt and not being able to properly calculate free and total float creates challenges.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Utilization has increased. Forecasting accuracy has improved. Estimations are reviewed during bid process. Reporting outputs and dashboards are good.

  ### 23. Happy customer 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.)

**Reviewed Date:** August 21, 2019

**What do you like best about Certinia PS Cloud?**

FF seamless integration in SF is amazing. 

**What do you dislike about Certinia PS Cloud?**

Resource scheduling is not implemented well. 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

FF has given us clear process and reporting like never before. 

  ### 24. Complete ERP  Cloud Solution (PSA)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 22, 2019

**What do you like best about Certinia PS Cloud?**

Resource and Project Planners UI and usage

**What do you dislike about Certinia PS Cloud?**

Time card entry UI with slow processing speed

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Service enterprise Application Business of the Company

  ### 25. Integrated solution with promise

**Rating:** 2.5/5.0 stars

**Reviewed by:** Adam C. | Senior Manager Professional Services, Enterprise (> 1000 emp.)

**Reviewed Date:** June 25, 2018

**What do you like best about Certinia PS Cloud?**

Hard not to love that it's integrated into Salesforce very natively. Some of the new features they are building are looking very promising - like resource management, the gantt chart, etc. Expenses is pretty easy inside FF, and timecards aren't bad either. 

**What do you dislike about Certinia PS Cloud?**

It struggles to keep up with the project management features in comparison to other enterprise PPM type solutions. A lack of portfolio management/cross project viewing, etc and task management/project building is still not easy to do. 

**Recommendations to others considering Certinia PS Cloud:**

Be very thorough in defining your needs from an executive/reporting standpoint, down to the user input level. If you can't get users to input, you won't have good data and it will fail. Be sure you know what you are getting and that it meets your needs.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Having a smoothly integrated sales to PS solution in the same system, has made the process of hand-off smoother and more accurrate. We have accurate timecards and financials on projects. 

  ### 26. FF as Services Automation Tool from Management perspective

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** August 30, 2017

**What do you like best about Certinia PS Cloud?**

The Integration with SFDC is really good. All information is available which is needed to steer a Consulting Business.

**What do you dislike about Certinia PS Cloud?**

sometimes static on structure, like only 1 PO-Nr for 1 Project. Reporting or Exporting data should be advanced.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Project, Resource Request and aAssignment creation based on contracts out of SFDC

  ### 27. FF PSA is a great product to use for Pre-sales and time tracking for Services

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2019

**What do you like best about Certinia PS Cloud?**

I like how user friendly the product is. I like how I can track time across all my projects in a single split screen.

**What do you dislike about Certinia PS Cloud?**

The UI can sometimes be slow and lagging especially the lookups. It should be more intuitive and faster to load.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Professional services time tracking, Client issues, resource utilization and resource tracking.

  ### 28. PSA Guy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2019

**What do you like best about Certinia PS Cloud?**

Easy to use, once you get the idea... configuration options are off the charts!

**What do you dislike about Certinia PS Cloud?**

Gantt chart functionality is not great, keeps keeps losing focus and resetting the view,

**Recommendations to others considering Certinia PS Cloud:**

Its a good product with some pretty comprehensive functionality.  Works well with other Financialforce products.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Project management and resource planning.

  ### 29. FinancialForce Project Management

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 11, 2019

**What do you like best about Certinia PS Cloud?**

Easy to drop in data and track items via reports in the system as well as exports into Excel.

**What do you dislike about Certinia PS Cloud?**

Not easy to customize without extensive training on the system.

**Recommendations to others considering Certinia PS Cloud:**

Very helpful to have a preferred consultant who can customize the system for your needs.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Maintaining source of record for how many hours have been logged against our projects with SOWs.

  ### 30. Professional Services

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

One platform for all of our Sales, Services and Accounting

**What do you dislike about Certinia PS Cloud?**

Can be overwhelming if not implemented with thought.  Can do a lot, but best to start with the basic instead of doing it all at once

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

One central location/platform for all employees.  

  ### 31. FF PSA is a great product to use for Pre-sales and time tracking for Services

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 27, 2019

**What do you like best about Certinia PS Cloud?**

I like how it is user friendly and easy to use. 

**What do you dislike about Certinia PS Cloud?**

I do not like the split window on time entry. It is confusing.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

For potential sales tracking, resource tracking and TM.

  ### 32. It s a user friendly product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

Easy to use, Resource and Project planners are key functions.

**What do you dislike about Certinia PS Cloud?**

It is still an evolving product, would be good to have more configurable features/functionality.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Improve resource scheduling and utilization.

  ### 33. Concise and informative

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2019

**What do you like best about Certinia PS Cloud?**

Managing projects, managing task, milestones, budgeting and invoice recording.

**What do you dislike about Certinia PS Cloud?**

The integration of invoicing  is yet to be incorporated in the system.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Managing projects, task, milestones and budgets

  ### 34. Operations Analyst

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2019

**What do you like best about Certinia PS Cloud?**

The ease of working from the opportunity to the creation of the project

**What do you dislike about Certinia PS Cloud?**

Lack of more advanced training, report function could be improved

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Time Tracking, billing 

  ### 35. Great PSA tool and collaboration with Salesforce

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pablo B. | Enterprise (> 1000 emp.)

**Reviewed Date:** June 14, 2018

**What do you like best about Certinia PS Cloud?**

FinancialForce is the next level in terms of PSA solution. This helps my organization to manage project, financials and resources in a very efficient way from the basic user to the executive level. The support from the FF Consulting Services is really good they have great experience on SFDC if you are integrating this with Case Management which will give you a very powerful platform to track your sales to delivery process end-to-end in a single place.

**What do you dislike about Certinia PS Cloud?**

The tool to migrate the configuration from one environment to the other could be improved. Also the documentation as APIs.

**Recommendations to others considering Certinia PS Cloud:**

If your organization has a very complex ecosystem like mine, I strongly recommend consider SI model or in house development to connect FF with different technologies.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Process alignment between all the Services organization, including Deployment, Consulting and Managed Services - it's key we have a tool flexible enough to support and scale process and user experience.

  ### 36. Great Professional Services Automation Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 07, 2019

**What do you like best about Certinia PS Cloud?**

The complexity and ability to tailor to our company's needs but still using industry best practices.

**What do you dislike about Certinia PS Cloud?**

Customer-facing abilities & project management/task management capabilities

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Automation & visibility

  ### 37. Good Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 05, 2019

**What do you like best about Certinia PS Cloud?**

manage projects, vendor and timecard process

**What do you dislike about Certinia PS Cloud?**

complexity to understand the objects behind the scenes

**Recommendations to others considering Certinia PS Cloud:**

Yes

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Professional services automation

  ### 38. Better insights into project statuses and billing milestones.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 08, 2019

**What do you like best about Certinia PS Cloud?**

We are in the process of using more of the resource scheduling and revenue forecasting which I am most excited about.

**What do you dislike about Certinia PS Cloud?**

Project setup seems to take a bit too much time.

**Recommendations to others considering Certinia PS Cloud:**

Works great especially when integrating with other Salesforce platform solutions (ServiceCloud, Salesforce)

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

More insight into project schedules, status and resourcing.

  ### 39. Quick review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 27, 2019

**What do you like best about Certinia PS Cloud?**

Time entry is simple. Resource planner looks good.

**What do you dislike about Certinia PS Cloud?**

Maintaining assignment schedule is a big task to see up to date resource availability.
Missing bulk timesheet approval on lightning UI is big headache for PM and LM.
(Maybe due to my conpany’s configuration)

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Cost of ownership is reduced by terminating contract with other tool.

  ### 40. highly recommend! 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 22, 2019

**What do you like best about Certinia PS Cloud?**

Site is very professional and helps me with planning and office budget. 

**What do you dislike about Certinia PS Cloud?**

Could use better team reaching back out to users with issues. 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

 This is currently helping me with my billing process, site is accessible to anyone, great for small business. 

  ### 41. Fully featured and flexible for many uses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Janeen M. | Co-Chair, Salesforce Ecosystem Advisory Board, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 12, 2013

**What do you like best about Certinia PS Cloud?**

I like that this can be configured to support nearly any kind of business, for any need. It is relevant for small companies as well as large. There are not many things that we have tried to do that we could not, and we have really pushed those limits!

**What do you dislike about Certinia PS Cloud?**

Sometimes the flexibility makes it difficult to determine the "best practice" or right path for a certain business. And then there are areas that really aren't flexible enough, like some of the visual force pages.

**Recommendations to others considering Certinia PS Cloud:**

I highly recommend FF PSA. It really can do pretty much anything you need.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

More and more frequently, we find that PSA is being used as the engine and we are able to build layers on top of that engine to suit the various types of businesses that want to use it. It has certainly become more flexible over time, and that is a good direction. Most of our clients have realized shorter turnaround times for information related to project delivery and financial data related to their delivery.

  ### 42. Featured and User friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Omkar R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 13, 2018

**What do you like best about Certinia PS Cloud?**

Highly configurable and lot of user friendly features

**What do you dislike about Certinia PS Cloud?**

Upgrade is in revertible which makes it difficult if revert if release delayed  

**Recommendations to others considering Certinia PS Cloud:**

Stable and Lot of Features provided. The system is configurable and helps to customize based on needs. Les number of issues in the provided features. Features like project planner and resource planner provides lot of lookup which avoid traversing to many pages. The system is modeled for suit our business requirement.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Consulting Business

  ### 43. Great Application! 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about Certinia PS Cloud?**

Seamless integration with Salesforce.  Simple tool to use to manage projects, time, and expense.  Also, creating assignments is easy as well.  Easy to learn tool, making it easy to teach others across the team!

**What do you dislike about Certinia PS Cloud?**

Reporting could be better! Difficult to create custom reports and visualization.  Although that seems to be improving with new releases!

**Recommendations to others considering Certinia PS Cloud:**

Good product that is user friendly. I would recommend checking it out!

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Allows everything to be connected and well managed - opportunities, projects, dollars, and hours.  Simple tool that is scalable to the services organization.

  ### 44. PSA V16.5 Preview

**Rating:** 4.0/5.0 stars

**Reviewed by:** PRAMOD P. | Business &amp; Sales Operations Snr. Associate, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** November 06, 2017

**What do you like best about Certinia PS Cloud?**

The PSA has always been a robust and versatile for use across organizations for many functionalities, and it just keeps getting better!!
The functionality and features can be customized based on the scenario and this helps a lot, as many attributes / parameters keep changing and different portfolios within the organization requires to operate differently and thereby requiring special customization, which allows ease of project management and provides a level of control in all the chaos..

**What do you dislike about Certinia PS Cloud?**

It keeps getting updated and it's a special chore trying to keep up with all the module changes (especially minor ones) and the document mentioning the updates is more like a commentary than a job aid, if this was support by the pictorial representation and all the changes and updates are identified clearly and highlighted  and aided with screen shots, then it would be much easier to understand the differences.

**Recommendations to others considering Certinia PS Cloud:**

A very Powerful and Robust tool and surefire solution to many of your problems.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

A lot of manual tracking, emailing and excel computations are being replaced by Financial Force Professional Services Automation and the Apps that come with using it. 
using FF allows for running multiple applications at the same location, (thereby proving Financial force's robustness), allowing the users to use a varied set of tools to run at the same place. This turnkey feature not only helps in terms of compatibility, but also ensures comfortability in terms of having all the apps needed in one place. 

  ### 45. PSA allows for easy time tracking

**Rating:** 5.0/5.0 stars

**Reviewed by:** Reagan V. | Public Relations Intern, Public Relations and Communications, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2018

**What do you like best about Certinia PS Cloud?**

PSA is a quick and easy tool to track my time and easily submit to payroll by deadlines!

**What do you dislike about Certinia PS Cloud?**

Really the only thing I dislike about this site is that you have to log in every time you access the site, but that is also a good security measure. 

**Recommendations to others considering Certinia PS Cloud:**

Make sure to always save your time entries! Take advantage of the other options on the site, like reports and contacts. 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Quickly and easily track time and submit time cards to HR. 

  ### 46. Psa review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Tamca S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2018

**What do you like best about Certinia PS Cloud?**

I like the customization of the tool great for that

**What do you dislike about Certinia PS Cloud?**

You have to learn a lot. Meaning it takes time to learn how to customize 

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Resource management and HR

  ### 47. Starting to like it

**Rating:** 3.5/5.0 stars

**Reviewed by:** Vipul B. | Founder, Director, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2018

**What do you like best about Certinia PS Cloud?**

I like how we are able to connect all the data in one place and generate great reports.

**What do you dislike about Certinia PS Cloud?**

I am still struggling with Time Entry.  The most painful however has been the Expenses.  Mobile app with attachment upload capability would be nice.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

We provide a lot of services and products.  With PSA we are trying to improve our tracking and reporting capabilities.

  ### 48. Wonderful tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** June 04, 2018

**What do you like best about Certinia PS Cloud?**

The ease of use and flow of product, creating project/RR from opportunity/account. The ability to easily configure and customize the product.

**What do you dislike about Certinia PS Cloud?**

The usability of planning resources on unsold work, planning resources on unsold work is usually every changing, so it needs to be very easy and quick to change with inline editing.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

It allows executive management to get a solid view of the overall health of the pipeline and projects.

  ### 49. Everything in one place with ability to collect and analyze data

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jaclyn T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 04, 2018

**What do you like best about Certinia PS Cloud?**

Being able to see all details regarding all projects in one place; the ability to collect accurate, measurable data.

**What do you dislike about Certinia PS Cloud?**

Have to do some creative work-arounds to obtain the full views in Planners exactly the way we would like to see it.

**Recommendations to others considering Certinia PS Cloud:**

Know your own process or areas you want to improve and make the tool drive the changes you need

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Time to invoice first dollar; time to revenue recognition improved

  ### 50. PSA

**Rating:** 4.0/5.0 stars

**Reviewed by:** Scott T. | Enterprise (> 1000 emp.)

**Reviewed Date:** June 11, 2018

**What do you like best about Certinia PS Cloud?**

Built on the Salesforce platform. Easy administration.

**What do you dislike about Certinia PS Cloud?**

The need to customize in order to support common business processes.

**What problems is Certinia PS Cloud solving and how is that benefiting you?**

Managing resource utilization, tracking delivery margin.


## Certinia PS Cloud Discussions
  - [Is there a stripped down version of FinancialForce that companies can use for managing internal projects?](https://www.g2.com/discussions/is-there-a-stripped-down-version-of-financialforce-that-companies-can-use-for-managing-internal-projects) - 1 comment, 1 upvote
  - [Time card Entry edit button says 135 Kb Exceed Error](https://www.g2.com/discussions/14621-time-card-entry-edit-button-says-135-kb-exceed-error) - 1 comment, 1 upvote
  - [How do I speak with a customer or partner of FinancialForce?](https://www.g2.com/discussions/reference-information) - 1 comment, 1 upvote
  - [How do I become a FinancialForce partner?](https://www.g2.com/discussions/partner-information) - 1 comment, 1 upvote
  - [How does FinancialForce Compare to OpenAir?](https://www.g2.com/discussions/how-does-financialforce-compare-to-openair) - 3 comments, 2 upvotes

- [View Certinia PS Cloud pricing details and edition comparison](https://www.g2.com/products/certinia-ps-cloud/reviews?page=8&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A01%3A39+-0500&secure%5Bsession_id%5D=f87d16d5-9952-41ca-b611-29332a737f33&secure%5Btoken%5D=e30b7961f02613aa3221cc8e346baba292de326c1b4e386912134cf34844674d&format=llm_user)
## Certinia PS Cloud Integrations
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [MuleSoft Anypoint Platform](https://www.g2.com/products/mulesoft-anypoint-platform/reviews)
  - [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews)
  - [SAP Concur](https://www.g2.com/products/sap-concur/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews)

## Certinia PS Cloud Features
**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Mass Updates
- Drag & Drop
- Recurring Tasks
- Real-Time Updates

**Customer Information**
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
- Product Engagement
- Surveys
- NPS of Customers
- Customer Engagement

**Planning**
- Resource Definiton
- Capacity
- Scheduling
- Real-Time Data

**Accounting**
- AP Automation
- AR Automation
- Audit Trail
- Budgeting / Forecasting
- Collections Automation
- Financial Statements
- Invoice Customization
- Journal Entries
- Monitor Cash Positions
- Multi-Entity / Consolidation
- Payment Processing
- Recognition Rules
- Reconciliations
- Tags / Dimensions
- Payments Scheduling
- Payment Batches
- Payment Settlements 
- Payment Methods
- Business Process Automation
- Sales Automation
- Marketing Automation

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning
- Traditional Methodologies

**Predictions**
- Churn Risk
- Upsell Opportunities
- Custom Triggers
- Machine Learning

**Optimization**
- Performance
- Forecasting
- Corrections

**Back Office**
- Allocation
- Asset Register
- Lean Management
- Maintenance
- Organization Management
- Payroll
- Portfolio Mix
- Purchase Orders
- Requisition
- Shift Scheduling
- Sourcing
- Status
- Time & Attendance Tracking
- Warranty Management
- Inventory Management
- Support Ticket Management
- Calendar Management
- Financial Management
- Client Management
- Workflow Management
- Time Off Management
- Training Management
- Employee Management
- Vendor Management
- Supply Chain Management
- Payroll Management
- Compliance Management
- Document Management
- Communication Management
- Warehouse Management
- Enterprise Asset Management
- Sales Management
- Project Management
- Distribution Management
- Marketing Management
- Resource Scheduling

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking
- Project Management

**Additional Functionality**
- Calendar Management
- Shop Floor Management
- Performance Management
- Real-Time Monitoring
- KPI Monitoring
- Availability Management
- Third-Party Integration
- Drag & Drop
- Project Management
- Activity Dashboard
- Recommendations
- Collaboration Tools
- Equipment Management
- Task Management
- Gantt/Timeline View
- Progress Tracking
- Alerts/Notifications
- "What If" Scenarios
- AI Copilot
- For Manufacturers
- Real-Time Reporting
- Mobile Access
- Cost Management
- Scenario Planning
- Historical Database
- Inventory Control
- Reporting/Analytics
- Generative AI
- Time Tracking
- Resource Management
- Predictive Analytics
- Resource Allocation & Planning
- Projections
- Prioritization
- Search/Filter
- Timesheet Management
- Workflow Management
- Skills Tracking
- Utilization Reporting
- Approval Process Control
- Access Controls/Permissions
- Third-Party Integrations
- Reporting & Statistics
- Customizable Reports
- Commenting/Notes
- API
- Project Planning
- Assignment Management
- Customizable Fields
- Multiple Projects
- Time & Expense Tracking
- Resource Request
- Data Import/Export
- Reporting/Project Tracking
- Capacity Management
- Real-Time Notifications
- Real-Time Updates
- Project Templates
- Document Management
- Workflow Automation

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Platform**
- Reporting & Dashboards
- Third-Party Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Data Security
- Performance & Reliability
- User, Role, and Access Management
- Collaboration Tools
- Real-Time Data
- Activity Dashboard
- Customer Experience Management
- Churn Management
- Survey/Poll Management
- Communication Management
- Task Management
- Customer Management
- Account Management
- Renewal Management
- Feedback Management
- Knowledge Base Management
- Revenue Management
- Workflow Management
- Contact Management
- Email Management
- Configurable Workflow

**Front Office**
- ATP
- Checkout Process
- Configuration Rules
- Contact & Account Management
- Customer Portal
- Field Service Booking
- Field Service Dispatch
- Product & Price List Management
- Product Catalog
- Promotions and Discounts
- Quote & Order Management
- Returns / Refunds
- Storefront Design Tools
- Territory & Quota Management
- Tickets
- Visual Configuration
- HR Management
- Task Management
- Customizable Fields
- Purchase Order Management

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Activity Dashboard
- Activity Dashboard

**Integration**
- Breadth of Partner Applications
- Data Import and Export Tools
- Integration APIs
- Productivity Tools
- Real-Time Data
- Collaboration Tools
- Data Analysis Tools

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Logistics**
- Centralized Inventory Database
- In Transit
- Inventory Forecasting
- Inventory Pricing and Costing
- Inventory Reporting
- Inventory Tracking / Ordering
- Picking Methods
- Picking Planning
- Receiving
- Shipping Options
- Manufacturing Planning

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Customer Success**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance
- Social Media Integration
- Multi-Language

**Additional Functionality**
- Onboarding
- Chat/Messaging
- Performance Metrics
- Activity Tracking
- CRM
- API
- Customer Database
- Customizable Templates
- Widgets
- Win/Loss Analysis
- AI Copilot
- Event Triggered Actions
- Surveys & Feedback
- Engagement Tracking
- Customer Segmentation
- Customizable Reports
- Drag & Drop
- Customer History
- Reporting & Statistics
- Reporting/Analytics
- Customizable Forms
- Customizable Branding
- Usage Tracking/Analytics
- Multi-Channel Communication
- Account Alerts

**Platform**
- Customization
- Internationalization
- Output Document Generation
- Performance and Reliability
- User, Role, and Access Management
- Workflow Capability
- Mobile Access

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

**Additional Functionality**
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Production**
- BOM
- Defects
- Identify Demand
- Inspections
- Manage Resources
- MPS
- MRP
- Production Plans
- Rework
- Shop Floor
- Waste
- WIP

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile
- Offline Access

**Reporting & Analytics**
- Custom Reporting
- Dashboards
- Integration
- Activity Dashboard

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

**Agentic AI - ERP Systems**
- Decision Making

**Additional Functionality**
- Data Import/Export
- Reminders
- AI Copilot
- Performance Metrics
- Accounting
- Billing & Invoicing
- Point of Sale (POS)
- Quotes/Estimates
- Customizable Templates
- Reporting & Statistics
- Customizable Branding
- Drag & Drop
- Access Controls/Permissions
- CRM
- Integrated Business Operations
- Multi-Location
- Bills of Material
- Reporting/Analytics
- Customizable Reports
- Visual Analytics
- Business Intelligence

## Top Certinia PS Cloud Alternatives
  - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,714 reviews)
  - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,510 reviews)
  - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (835 reviews)

