Certinia PS Cloud Features

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects.

Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Deliver dashboards that display project data and KPIs in real time.

As reported in 11 Certinia PS Cloud reviews. Provides users a customer-specific score to determine the overall satisfaction of each customer.

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team This feature was mentioned in 12 Certinia PS Cloud reviews.

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. 13 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 11 Certinia PS Cloud reviews. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

As reported in 10 Certinia PS Cloud reviews. 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.

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. 11 reviewers of Certinia PS Cloud have provided feedback on this feature.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. This feature was mentioned in 11 Certinia PS Cloud reviews.

Calculates the risk that your customers will not renew or continue using your product or service. This feature was mentioned in 11 Certinia PS Cloud reviews.

As reported in 12 Certinia PS Cloud reviews. Discovers and highlights factors that lead to upsell opportunities.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. 12 reviewers of Certinia PS Cloud have provided feedback on this feature.

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. This feature was mentioned in 11 Certinia PS Cloud reviews.

Based on 17 Certinia PS Cloud reviews. Access pre-built and custom reports and dashboards for viewing

The number of sources from which the platform can pull customer data and how well those integrations are supported. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.

Ability to input, modify, and extract data from the application in bulk through a structured file. This feature was mentioned in 15 Certinia PS Cloud reviews.

Based on 14 Certinia PS Cloud reviews. Automates everday customer success functions for more efficient and effective day-to-day processes.

Based on 16 Certinia PS Cloud reviews. Set alerts for customer actions in order to respond quickly and proactively.

As reported in 17 Certinia PS Cloud reviews. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. This feature was mentioned in 15 Certinia PS Cloud reviews.

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. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 15 Certinia PS Cloud reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

As reported in 17 Certinia PS Cloud reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 18 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 14 Certinia PS Cloud reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 15 Certinia PS Cloud reviews.

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. This feature was mentioned in 17 Certinia PS Cloud reviews.

Based on 19 Certinia PS Cloud reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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. 19 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 107 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 136 Certinia PS Cloud reviews and verified by the G2 Product R&D team. 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.

Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets.

Based on 63 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Ability to create and access tasks, transactions and reports while not connected to internet.

Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 44 Certinia PS Cloud reviews.

As reported in 47 Certinia PS Cloud reviews. Monitor capacity in real time to track resource use and identify bottlenecks.

As reported in 49 Certinia PS Cloud reviews. Allocate resources by matching capacity and demand, by project, team, or department.

Monitor the performance of each resource by project, portfolio, or resource type. 39 reviewers of Certinia PS Cloud have provided feedback on this feature.

As reported in 44 Certinia PS Cloud reviews. Provide demand-driven forecasts to prepare and plan for future projects.

Identify misutilizations and provide suggestions to improve planning and scheduling. This feature was mentioned in 26 Certinia PS Cloud reviews.

As reported in 19 Certinia PS Cloud reviews. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Based on 19 Certinia PS Cloud reviews. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record 19 reviewers of Certinia PS Cloud have provided feedback on this feature.

Create and revise an unlimited number of budget, plan and forecast scenarios. 20 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 18 Certinia PS Cloud reviews. The system automates the dunning process to help drive collections

As reported in 21 Certinia PS Cloud reviews. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. 21 reviewers of Certinia PS Cloud have provided feedback on this feature.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. This feature was mentioned in 22 Certinia PS Cloud reviews.

As reported in 17 Certinia PS Cloud reviews. Ability to track cash positions across all accounts, banks, business units, and countries

As reported in 16 Certinia PS Cloud reviews. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.

As reported in 14 Certinia PS Cloud reviews. Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. This feature was mentioned in 17 Certinia PS Cloud reviews.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. 18 reviewers of Certinia PS Cloud have provided feedback on this feature.

Ability to schedule payments at predefined dates and times This feature was mentioned in 15 Certinia PS Cloud reviews.

Based on 15 Certinia PS Cloud reviews. Payments can be processed by batch without manual intervention

Based on 17 Certinia PS Cloud reviews. Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers 15 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 108 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded.

Based on 72 Certinia PS Cloud reviews. Accepts multiple types of payments from clients and match with invoices.

Based on 104 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project.

Based on 120 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.

As reported in 16 Certinia PS Cloud reviews. Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company. This feature was mentioned in 15 Certinia PS Cloud reviews.

As reported in 12 Certinia PS Cloud reviews. Include lean project management features and best practices.

Track maintenance operations for the products sold, such as calibration or preventive maintenance This feature was mentioned in 15 Certinia PS Cloud reviews.

As reported in 18 Certinia PS Cloud reviews. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

As reported in 13 Certinia PS Cloud reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

Create the optimal mix of portfolios to achieve operational and financial goals. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process This feature was mentioned in 17 Certinia PS Cloud reviews.

Based on 15 Certinia PS Cloud reviews. Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. This feature was mentioned in 17 Certinia PS Cloud reviews.

Based on 15 Certinia PS Cloud reviews. Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets. This feature was mentioned in 14 Certinia PS Cloud reviews.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. 20 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 11 Certinia PS Cloud reviews. Maintain information on warranties for the products delivered and for their components

Available to promise provides information on future availability of products that are either planned for production or purchased but not received. This feature was mentioned in 11 Certinia PS Cloud reviews.

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. 11 reviewers of Certinia PS Cloud have provided feedback on this feature.

Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 15 Certinia PS Cloud reviews.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 19 Certinia PS Cloud reviews.

Based on 14 Certinia PS Cloud reviews. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Allows clients to book jobs through the desktop page or within the app. 12 reviewers of Certinia PS Cloud have provided feedback on this feature.

Notifies field service workers of their upcoming assignments. This feature was mentioned in 12 Certinia PS Cloud reviews.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. This feature was mentioned in 14 Certinia PS Cloud reviews.

Based on 12 Certinia PS Cloud reviews. Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. 10 reviewers of Certinia PS Cloud have provided feedback on this feature.

As reported in 13 Certinia PS Cloud reviews. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Creates and assigns support tickets, scheduling them in a timely manner. This feature was mentioned in 10 Certinia PS Cloud reviews.

Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 12 Certinia PS Cloud reviews.

Based on 12 Certinia PS Cloud reviews. 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.

Based on 17 Certinia PS Cloud reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 15 Certinia PS Cloud reviews. 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.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

As reported in 10 Certinia PS Cloud reviews. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. This feature was mentioned in 10 Certinia PS Cloud reviews.

Based on 10 Certinia PS Cloud reviews. Customizable reporting allows insight into usage of inventory and services.

Based on 10 Certinia PS Cloud reviews. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

As reported in 10 Certinia PS Cloud reviews. Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources. 10 reviewers of Certinia PS Cloud have provided feedback on this feature.

Define and implement workflows for inspections, including rules for escalations and notifications.

Track resource availability for raw materials and production capacity. This feature was mentioned in 14 Certinia PS Cloud reviews.

Create and implement master production plans for multiple production lines and locations.

As reported in 10 Certinia PS Cloud reviews. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Based on 10 Certinia PS Cloud reviews. Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Based on 22 Certinia PS Cloud reviews. 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

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 22 reviewers of Certinia PS Cloud have provided feedback on this feature.

As reported in 21 Certinia PS Cloud reviews. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Based on 95 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.

Based on 98 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region.

Based on 74 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance

Based on 76 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Based on 142 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project

Based on 149 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project

Based on 145 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.

Based on 154 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Define multiple types of portfolios for projects, programs, and services. 75 reviewers of Certinia PS Cloud have provided feedback on this feature.

Based on 74 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 91 Certinia PS Cloud reviews.

Based on 67 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.

Based on 118 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Based on 147 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.

Based on 113 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management .

Based on 109 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Based on 131 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Based on 122 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Based on 21 Certinia PS Cloud reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 21 Certinia PS Cloud reviews.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives