FinancialForce PSA Project Management/Time and Expense Tracking
February 25, 2016

FinancialForce PSA Project Management/Time and Expense Tracking

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with FinancialForce PSA

FinancialForce PSA plays is used by our Services Team to manage all aspects of projects scheduling and services delivery. This includes resource assignment, planning and scheduling. Once the project is active, PSA assists the services team in milestone billing, time and expense tracking. This final piece of the puzzle is reporting, our executive team has a large data collection to slice and dice.
  • Resource Planning
  • Time Tracking
  • Overall Project Managment
  • Expense module could be more robust.
  • Resource Planning, in particular as it relates to the skills and billing rate of the resource
  • Time Tracking, accurate tracking of hours against a project.
  • Expense allocation. Accurate allocation of billable expenses.
We were previously an OpenAir customer. The key reason for moving to FinancialForce PSA was the very tight integration with Salesforce.com. Salesforce.com is a core system at our company, the fact that FinancialForce PSA was built on the force.com platform made it very easy for us to integrate FinancialForce PSA with our other Salesforce.com applications.
FinancialForce PSA is well suited for any company that needs to actively manage service engagements and projects. One of the key benefits is that it can be used for a very small service engagement. e.g., a half day consulting request with a single resource or a very large project that spans several months many resources.

FinancialForce PSA Feature Ratings

Task Management
8
Resource Management
10
Gantt Charts
10
Scheduling
10
Workflow Automation
8
Team Collaboration
9
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
8
Email integration
8
Mobile Access
7
Timesheet Tracking
9
Change request and Case Management
8
Budget and Expense Management
8
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
8
Integration with accounting software
8