Certinia (FinancialForce) Project Management
Project planning, resource allocation, time tracking, expense management, and project accounting for project-centric businesses.
Project Management is a core strength for Certinia (FinancialForce) — a primary capability included in standard deployments. The product is best suited to professional services firms already on salesforce.
The project management scope Certinia (FinancialForce) ships, grouped as the product itself organises it.
Project Management6
Covers project setup, Gantt-style planning, financial tracking, templates, and closure for a holistic view of delivery.
- Project SetupEstablishes a new project record with the structure needed before planning and staffing begin.
- Project Planning (Gantt)Lets delivery teams sequence tasks and dependencies visually to keep a project on schedule.
- Project Financial TrackingRolls up cost and revenue figures at the project level so managers can catch overruns before they land.
- Project ClosureFormal end-of-project workflow that finalizes financials and marks delivery complete.
- Project TemplatesStandardizes how new projects are set up so delivery teams reuse proven structures instead of starting from scratch.
Will Certinia (FinancialForce) meet your project management needs? Build your requirements and perform a full analysis.
Build my requirements →Multi-Revenue Billing7
Consolidates subscription, usage, professional services, and inventoried-item billing into a single, multi-currency invoicing engine.
- Subscription Contract BillingBills and administers recurring subscription contracts.
- Usage-Based BillingBills customers based on measured usage of a service.
- Professional Services BillingInvoices delivered professional services work, drawing on captured time and expenses.
- Inventoried Item BillingBills for physical, inventoried goods alongside services and subscriptions.
- Consolidated Invoice GenerationCombines charges from multiple revenue streams onto a single customer invoice.
- Subscription Contract BillingBills and administers recurring subscription contracts.
- Usage-Based BillingBills customers based on measured usage of a service.
- Professional Services BillingInvoices delivered professional services work, drawing on captured time and expenses.
- Inventoried Item BillingBills for physical, inventoried goods alongside services and subscriptions.
- Consolidated Invoice GenerationCombines charges from multiple revenue streams onto a single customer invoice.
- Multi-Currency InvoicingGenerates and distributes customer invoices in multiple currencies.
Will Certinia (FinancialForce) meet your multi-revenue billing needs? Build your requirements and perform a full analysis.
Build my requirements →Revenue Management5
Defines recognition treatments, generates revenue schedules, and manages revenue contracts across business dimensions to accelerate period-end close.
- Recognition Treatment TemplatesDefines reusable recognition treatments applied consistently across contracts.
- Revenue Schedule GenerationGenerates the schedules that recognize revenue over time per the applicable treatment.
- Revenue Contract ManagementTracks revenue contracts and related purchase orders across business dimensions.
- Revenue ForecastingProjects future revenue based on existing contracts and recognition schedules.
Will Certinia (FinancialForce) meet your revenue management needs? Build your requirements and perform a full analysis.
Build my requirements →Resource Management6
Handles resource records, requests, staffing/assignment, scheduling, and capacity-versus-demand planning to optimize utilization.
- Resource RecordsCentral records of employees and contractors used for staffing and capacity decisions.
- Resource RequestsLets project managers formally request staff against upcoming project needs.
- Project Staffing & AssignmentsAssigns named resources to project roles based on skills and availability.
- Resource SchedulingCoordinates staff calendars against project timelines to avoid conflicts and gaps.
- Capacity and Demand PlanningCompares forecast project demand against available capacity so staffing gaps surface early.
Will Certinia (FinancialForce) meet your resource management needs? Build your requirements and perform a full analysis.
Build my requirements →Cost Management5
Covers cost allocation, amortization methods, cost schedule generation, and cost recognition tied to project and revenue performance.
- Cost AllocationDistributes shared or indirect costs across projects for full expense visibility.
- Cost Amortization MethodsDefines how a cost is spread over time rather than recognized all at once.
- Cost Schedule GenerationGenerates cost schedules used for detailed expense and margin analysis.
- Cost and Expense RecognitionRecognizes costs and expenses in the financials in line with the matching principle against recognized revenue.
Will Certinia (FinancialForce) meet your cost management needs? Build your requirements and perform a full analysis.
Build my requirements →Opportunity Management3
Extends the sales pipeline through forecasting and lets won opportunities convert directly into staffed, planned projects.
- Sales Pipeline ForecastingForecasts expected sales outcomes across the opportunity pipeline.
- Opportunity-to-Project ConversionConverts a won opportunity directly into a staffed, planned PSA project.
Will Certinia (FinancialForce) meet your opportunity management needs? Build your requirements and perform a full analysis.
Build my requirements →Time Management4
Covers timecard entry and approval, aimed at converting captured hours into accurate, billable revenue.
- Timecard EntryLets staff log hours worked against projects and tasks.
- Timecard ApprovalRoutes submitted timecards to managers for review and authorization.
- Automated Billing of TimeConverts approved time entries into billable line items automatically, reducing unbilled or inaccurate bills.
Will Certinia (FinancialForce) meet your time management needs? Build your requirements and perform a full analysis.
Build my requirements →Expense Management4
Covers expense entry and approval and their connection through to project billing and employee reimbursement.
- Expense EntryCaptures employee expenses for reimbursement and project billing.
- Expense ApprovalRoutes submitted expenses to managers and administrators for approval.
- Expense-to-Invoice IntegrationFlows approved expenses through to customer billing so reimbursable costs are not left off invoices.
Will Certinia (FinancialForce) meet your expense management needs? Build your requirements and perform a full analysis.
Build my requirements →Skills Management4
Tracks a skills taxonomy and individual resource skill ratings so staffing decisions can match talent to project demand and reveal training gaps.
- Skills Taxonomy ManagementMaintains a standardized, organization-wide classification of skills.
- Resource Skills & Certifications TrackingRecords and rates individual resource skills and certifications on their profile.
- Skills Gap IdentificationHighlights where the workforce lacks skills demanded by upcoming project pipeline, feeding training plans.
Will Certinia (FinancialForce) meet your skills management needs? Build your requirements and perform a full analysis.
Build my requirements →Estimation6
Lets services teams build estimates from templates, push them into sales opportunities, and convert won estimates directly into PSA projects.
- Estimate Creation & TemplatesBuilds services estimates from reusable templates covering discounts, margins, resources, and scope.
- Opportunity IntegrationAttaches a services estimate directly to a CRM opportunity as the deal progresses.
- Estimate-to-Project ConversionTurns a won estimate into a staffed PSA project without re-keying scope or pricing.
- CPQ Connector IntegrationLinks the estimator to external CPQ tools so pricing and scoping data flow between systems.
- Guided ScopingWalks estimators through a structured scoping flow to reduce inconsistent or inaccurate estimates.
Will Certinia (FinancialForce) meet your estimation needs? Build your requirements and perform a full analysis.
Build my requirements →Certinia (FinancialForce) Project Management screens
What project management actually looks like in Certinia (FinancialForce).
The Certinia (FinancialForce) Evaluation Kit
An independent assessment of Certinia (FinancialForce) — strengths, gaps and real pricing — plus a requirements template you can score its project management against alongside every other system on your shortlist.
Certinia (FinancialForce) Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Certinia (FinancialForce) independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so project management sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Certinia (FinancialForce) Evaluation Kit
Certinia (FinancialForce) add-ons & integrations
Extend Certinia (FinancialForce) with best-of-breed software that integrates with it:
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Project Management — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Midsize companies or subsidiaries needing cloud-first SAP | $120/user/mo | 4–8 months | |
 | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Service companies and nonprofits needing deep financial management | Custom | 3–6 months | |
 | ★★★ strong | Asset-intensive industries needing ERP, EAM, and field service in one platform | $100/user/mo | 6–14 months | |
 | ★★★ strong | People-centric organisations needing unified HR + finance | Custom | 6–12 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months |
Evaluating project management on Certinia (FinancialForce)
What to put in front of the vendor before you commit.
- 1Project accounting depth (WIP, revenue recognition)
- 2Resource planning and skill-based allocation
- 3Time and expense capture (mobile, web)
- 4Integration with financial management
- 5Support for your billing models (T&M, fixed price, milestone)
Certinia (FinancialForce) starts at $100/user/mo with a typical total cost of $100K–$500K and a 3–7 months implementation.
Full Certinia (FinancialForce) pricing breakdown →Need help evaluating Certinia (FinancialForce) project management?
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Certinia (FinancialForce) Project Management FAQ
What does Certinia's PSA module cover?
Professional Services Automation manages the full delivery lifecycle for services businesses — staffing, time capture, project execution, and expense reimbursement — running natively on Salesforce with a shared data model rather than as a bolt-on project tool.
Does Certinia handle project-based revenue recognition?
Yes — Revenue Management defines recognition treatments, generates revenue schedules, and manages revenue contracts across business dimensions to accelerate period-end close, tightly linked to project delivery and billing.
Can Certinia match staff skills to project needs?
Yes — Skills Management tracks a skills taxonomy and individual resource skill ratings so staffing decisions can match talent to project demand and reveal training gaps, part of Certinia's PSA rather than a generic Salesforce feature.
Is Certinia's project management the same as generic Salesforce project tools?
No — this is Certinia's own PSA layer (project planning, resourcing, billing, revenue recognition), distinct from Salesforce's native platform features. It requires separate Salesforce licenses to run on, but the project capability itself is Certinia's product, rated strong.
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