Certinia (FinancialForce) Project Management

Work breakdown structure creation with task dependencies, critical path identification, and interactive Gantt visualisation. Enables project managers to plan timelines, identify schedule risks, and communicate plans to stakeholders.

Skill-based resource matching, availability heatmaps, and utilisation forecasting across the project portfolio. Prevents overbooking, identifies bench capacity, and optimises billable utilisation rates.

Web and mobile timesheet entry with project/task allocation, approval workflows, and expense receipt capture. Ensures accurate project costing and provides the data foundation for client billing.

Budget creation at the project, phase, or task level with real-time spend tracking, earned value analysis, and estimate-at-completion forecasting. Alerts project managers when costs trend above approved budgets.

WIP tracking, percentage-of-completion calculations, and ASC 606 / IFRS 15 revenue recognition across project portfolios. Integrates directly with the general ledger for accurate financial reporting by project.

Flexible billing configurations including time-and-materials, fixed-price milestones, percentage-complete, and cost-plus markup. Generates client invoices automatically based on project progress and contract terms.

Portfolio-level dashboards showing health, profitability, and resource utilisation across all active projects. Supports investment prioritisation, pipeline management, and strategic alignment of the project mix.

Project-level document repositories, team discussion threads, task comments, and file sharing with version control. Keeps project communications and deliverables organised alongside financial and schedule data.