like the continued focus on connecting the full professional-services lifecycle in one place. The relationship between opportunities, projects, resource assignments, timecards, budgets, actuals, and forecasting makes it easier to manage delivery without relying on disconnected tools or manual data consolidation. Review collected by and hosted on G2.com.

One area Certinia PS Cloud could improve is making corrections and reversals easier to manage. For example, when timecards are created against the wrong project, correcting the issue can become complex—especially if the original project has already been closed. Validation rules and project-status restrictions can make it difficult to reverse or reassign entries without additional configuration or temporary administrative changes. More guided correction processes, clearer error messages, and standard options for handling historical adjustments would reduce this effort. Review collected by and hosted on G2.com.

The certinia PSA package is very useful for project management and resource management according to region, country and profit centre. Using this package we can prevent from the salesforce licensing cost because it can work in salesforce platform licence. There are more app and tab like timecard entry, expense entry etc are take low effort with compare to salesforce solution. Review collected by and hosted on G2.com.

The support team can be good if we raise any case then the actual solution or internal alignment can be better. Review collected by and hosted on G2.com.

I am seeing consistent and timely updates from the PS Cloud system. Certinia is building out the product to meet current demands of service organizations today. Review collected by and hosted on G2.com.

Surfacing cost from to a project is not as intuitive as surfacing billable revenue. This can be improved. Review collected by and hosted on G2.com.

I like how well it integrates with Salesforce ecosystem & they also keep in pace with salesforce new features & upgrades Review collected by and hosted on G2.com.

There are multiple functionalities that do not properly fit based on particular use cases. Hence, custom solutions need to be built. Certinia should provide support with those. Review collected by and hosted on G2.com.

Certinia PS cloud gives me a clear, up to date view of project status and respource usage. I really like the dashboards and reporting, since they make weekly tracking easier and more consistent. The time tracking and forecasting features are also helpful when I’m juggling multiple projects at once. It integrates well with other salesforce tools and fits smoothly into my workflow and well with other salesforce tools. Review collected by and hosted on G2.com.

Certina PS Cloud I haven’t run into any issues, its been a good experinec. However, the UI could definitely be improved. It would also be helpful if I could see who’s available before I assign tasks. Review collected by and hosted on G2.com.

It's agentic AI integrations help core workflows to automate manual tasks and drastically cut resource matching times by matching employee skills against active project requirements Review collected by and hosted on G2.com.

It's feature dense and complex requiring dedicated team for setup and changes. Also since it's built on Salesforce which requires users to purchase Salesforce license which drastically increases the license cost Review collected by and hosted on G2.com.

The work planner release was very helpful for us, and was a great improvement over the previous project and resource planners. Review collected by and hosted on G2.com.

I wish the utilization engine was able reference the timecards that is based its numbers on. This disconnect made backing into the data a bit challenging Review collected by and hosted on G2.com.

What I like best about Certinia PS Cloud is its deep integration with Salesforce, which creates a unified platform for both project and financial data. This connectivity eliminates data silos and gives us real-time visibility into project performance, resource allocation, and financial health. It makes managing complex projects much more efficient by streamlining workflows, improving collaboration, and enabling accurate forecasting—all within the Salesforce ecosystem we already use. Review collected by and hosted on G2.com.

Agentic AI has paid license which I know is something being discussed Review collected by and hosted on G2.com.

I still like that Certinia is built on the Salesforce platform and using Einstein reporting to solve complex business scenarios. Review collected by and hosted on G2.com.

Yes, Certinia can improve on unwinding its current model to allow customers to pick and choose what items they want to purchase and not force everyone to be all in. Review collected by and hosted on G2.com.

It integrates closely with SFDC, and I like being able to use the work planner and calculate utilization. Review collected by and hosted on G2.com.

The UI feels outdated, and there isn’t an easy way to run automations. Also, there are currently no integrations with AI providers. Review collected by and hosted on G2.com.