FinancialForce PSA for Resource Management
January 17, 2018

FinancialForce PSA for Resource Management

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

Overall Satisfaction with FinancialForce PSA

FinancialForce is our resource management and time tracking software. We use it to resource all of our projects, track the time billed, and invoice our clients.
  • Makes managing resources in a large organization much easier.
  • Reporting and tracking of backlog, tasks and schedules.
  • Timecard entry and billing.
  • The page to choose resources for a project isn't intuitive.
  • Adoption can be difficult, mostly down to internal training.
  • It replaced an homebuilt system, so it has decreased the amount of data entry and reduced errors.
  • Increased view into future company pipeline, backlog and planning.
FinancialForce PSA is ideal for medium to large organizations that offer professional services. It allows for resource tracking, assignment, and billing.

FinancialForce PSA Feature Ratings

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