FinancialForce PSA

This includes the ability to plan, track, collaborate and report on tasks.

Resource management is workload planning to maximize resources.

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow automation is the ability to route work requests along an approval process automatically.

Team collaboration capabilities let team members work directly with each other and provide team updates.

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Waterfall methodology is a tradition development method that is linear and sequential.

Document management provides for centralized management of all project documents.

Email integration allows work requests to be made directly from email.

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Ability to create, manage and send project fee proposals to customers

Ability to create, manage and send invoices to clients during or after completion of a project

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting