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Projector PSA vs Certinia PSA

Last Updated: November 18th, 2024

Our analysts compared Projector PSA vs Certinia PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Projector PSA is a comprehensive software solution designed to streamline professional services automation (PSA) tasks, including project management, resource allocation, and financial oversight. It is particularly well-suited for consulting firms, IT services, and other project-driven organizations due to its robust capabilities in managing complex workflows and optimizing resource utilization.

Key benefits of Projector PSA include enhanced project visibility, improved resource management, and precise financial tracking, which collectively drive operational efficiency and profitability. Popular features encompass time and expense tracking, project accounting, and advanced reporting tools, all of which contribute to a seamless user experience.

Compared to similar products, users often highlight Projector PSA's intuitive interface and powerful analytics as standout attributes. Pricing typically falls within a mid-to-high range, often based on a per-user, per-month subscription model, making it a flexible option for various business sizes. Overall, Projector PSA is a valuable asset for organizations seeking to elevate their project management and service delivery capabilities.

Certinia PSA (formerly FinancialForce PSA) offers users complete clarity over their business' sales, finances and services. It enables users to manage clients, team members, projects and financial information in one PSA system. Users receive uniform data points so they can better monitor resources and make accurate estimates.

Sales engagement, project management, time and expenses and resource management are some of Certinia PSA's top capabilities.

$50/User, Monthly

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$175/User, Monthly

Free Trial is available →

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Tailored to your specific needs

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Chromebook

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Mobile

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Documentation

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24/7 Live Support

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Product Insights

Full Transparency: Gain full transparency of the operational and financial status of their organization on a regular basis. There are also built-in metrics to measure overall performances with precision.
Oversee Data: Adjust dashboards to display useful and trustworthy data to make well-informed business decisions. It also allows data to flow to other programs so users always have the most current information.
Maintain Access: Control and limit access to sensitive information and grants individual or group users permission. This accessory also enables users to conserve a whole record of vital changes made, who made them and when they were made.
Reduce Errors and Re-entering Data: Integrations allow users to automatically sync data with other solutions used within a company. The integration reduces time spent on manually re-entering data and enhances the accuracy of data because it won't sync wrong or duplicate items.
Helpful Dashboards: Swiftly craft personalized dashboards to exhibit the data they want to see in reports. These dashboards enable users to rely on their data and implement it in formulating keen business decisions.

Master Record: Users can utilize a master record of customer data with immediate transparency and seamless teamwork throughout their projects, resources and clientele.
In-depth Insights: Certinia PSA enables users to gain deep analytics and robust insights from their company to make timely and wiser business choices.
Automatic Business Practices: Users can automate all of their business practices from opportunities to pinpointing revenue.
Flexible and Cohesive: This solution is adaptable and works with small and large companies. Its cloud deployment enables users to seamlessly collaborate with every essential employee, internal and external stakeholders.
Full Transparency: Certinia PSA can showcase resource data 24/7 so users can immediately pull up needed resources or preserve them.
Accessibility: Users can access the time and expense management and upload snapshots of expense receipts with the mobile app. The app can streamline the time and expense tracking process by making it available at any time on any connected device.
Receive Accurate Predictions: Users can implement the billing and revenue recognition module to generate accurate forecasting and predictions. It includes thorough scheduling information and an analysis of revenue impact. Users also receive current and future perspectives with full transparency of their sales pipeline.
Adjustable Dashboards: Having trouble sharing the right metrics with the right people? Executives, resource and project managers, financiers and consultants can implement Certinia PSA's flexible dashboards to study and evaluate key performance metrics.

Manageable Accounting: Manage income identification, expenditures, non-billed budgets and other business-related financial standings.
Metrics and Invoicing: Create, study and administer invoices. They can also compare project performances to budgets and other key metrics.
Monitor Projects: Combine future resource projections with historical actuals to gain complete visibility of their project profitability and performance before the project is even finished.
Pinpoint Ideal Candidates: Leverage the resource scheduling tool to swiftly find potential candidates by eligibility and availability.
Outline Project Tasks: Create elaborate hierarchical project plans that outline individual tasks, resources assigned to employees, timelines and deadlines.
In-Depth Budgeting: Track a project's performance and budget with simple hour summaries, time-phased by week or broken down by activity with the project management functionality. This tool also shows users how much they've spent on a project and what was accomplished with those spendings.
Simple Integrations: Integrate with systems like Microsoft Dynamics GP, Sage Intacct, QuickBooks and more for smooth operations as well as enhance the accuracy of data entered into the system.

Streamline Resource Allocation: Certinia PSA's resource management accessory enables users to comprehend every quality of a resource schedule such as project time, PTO, non-billable time and more, to maximize staffing and dominate project management. Users can track resource skills, certifications and availability and oversee and tailor utilization measurements to achieve their resource scheduling demands.
Monitor Every Resource: Users can employ the resource management tool to review capacity, backlogs and availability throughout projects. This module can proactively display resource schedule information online 24/7. Users can find, preserve and generate needed resources right away or in the future.
Establish Practical Expectations: This solution offers a sales engagement tool for users to actively participate in the sales cycle to formulate trustworthy quotes and monitor customer expectations. Users can project requirements and prices to create realistic expectations. When users gain visibility in the brainstorming stages of sales, they can boost margins and clientele gratification.
Transparency in the Sales Channel: Users receive whole visibility in the sales channel with the sales engagement tool to plan ahead by recognizing gaps in supply and demand beforehand. Users can also forecast resource requirements before deals close so they can make informed business decisions.
Communicate with Stakeholders and Clientele: The PSA communities accessory enables users to share current data, reports and project plans with internal and external stakeholders. Users can initiate prompt discussions and share the necessary documents. This tool also allows users to convey and work together with customers by sharing project statuses, data and files.
Manage Partners and Subcontractors: Users can employ the PSA communities module to ensure partner and subcontractor stakeholders are in the know by sharing related costs, availability and project influences. This accessory can exhibit partner and subcontractor costs as they occur, automatically submit time and expenses and monitor invoices and vendor cost budgets.
Develop New Projects in One Click: The project management accessory authorizes users to create new projects with one click and all of the significant information is automatically entered. Users can benefit from advanced project templates to reduce time and guarantee cohesive delivery methods for projects to reach positive outcomes.
Launch Elaborate Procedures: Users can execute workflows and strategies with the project management tool. Managers receive configurable views of their assignments, intricate workflows are promptly activated to meet the most complex assignments and resources can be assigned to specific projects or jobs with thorough work breakdown structure (WBS) support.
Gantt Conspicuity: The project management tool also offers hands-on Gantt charts to fully see plans, dependencies and timelines. Users can search and filter project information and dive into single resource schedules. The drag-and-drop component enables users to move or place assignments and effectively respond to changes.
Facilitate Time Entries and Approvals: Users can implement the time and expense management tool to easily modify time for responsibilities and jobs in one place. Users can copy from other schedules or previous weeks. This module allows users to approve procedures through emails, social channel feeds and mobile devices. Bulk approvals come in handy for large quantities of timecards or expenses.
Mobile-Friendly: The time and expense management module is available on the Certinia app so users can input or validate timecards and expenses. Users can also load snapshots of expense receipts.
Oversee Project Profits: Users can leverage the project financials accessory to study the financial progress of a project. They receive authorization to revenue, bookings, backlog, billing, budgets and rate realization any time anywhere. This module enables users to effortlessly filter data by region, practice or group breakdowns. Users can also monitor the project's revenue costs and margins with the project or portfolio-mode views.
Seamless Billing: The project financials module can be utilized to automate the bid to bill process that can be shared with a user's sales, services and finance departments. Users can also bill by time and expense, flat fee and retainer and combine several billing types for one project. This accessory also produces invoices or mixed billing events for the financial backend of a user's choosing.
Set Budget and Watch Progress: Certinia PSA's project financials component has a revenue recognition extension that permits users to create revenue recognition standards to match your business needs or procedures. Users can upload revenue transactions into their financial system and receive complete transparency over what's ready to bill, what's already been billed and what's been invoiced. This tool can monitor actuals against budgets immediately as it occurs. Users can employ access and workflow restrictions to control budget approvals and requested modifications.
Swift Billing and Easy-to-Find Revenue: The billing and revenue recognition accessory permit users to pass along bills to their preferred financial system. This tool offers instant assembly of billing data as their projects are finished and submitted for flexible approval. Users can implement a protected audit trail for guaranteed compliance and effortlessly input revenue transactions into your financial application.
Real-Time Data and Insights: Users can employ the dashboard and reporting accessory to promptly display performance and essential KPIs. This feature has vigorous, adaptable dashboards and reports and significant data so users can make crucial and punctual administrative decisions. Users can also develop a library of status reports for their archives and adjust automation options to email customizable reports and files.
Role-Based Dashboards: The dashboard and reporting feature is equipped with personalized management dashboards. These dashboards are flexible for executives, resource managers, project managers, financiers and consultants. Users can also create data access rights that align with a particular role and divide metrics to review extra practical metrics.

Product Ranking

#18

among all
PSA Software

#16

among all
PSA Software

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Analyst Rating Summary

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Project Financials

Resource Management

Time and Expense Management

Dashboard and Reporting

Project Collaboration

Project Financials

Dashboard and Reporting

Mobile Capabilities

Time and Expense Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Projector PSA

Certinia PSA

+ Add Product + Add Product

50%

82%

18%

100%

60%

40%

100%

80%

20%

93%

60%

40%

100%

67%

33%

92%

100%

86%

14%

100%

89%

11%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%

45%

80%

20%

User Sentiment Summary

90%

of users recommend this product

Projector PSA has a 'excellent' User Satisfaction Rating of 90% when considering 145 user reviews from 5 recognized software review sites.

84%

of users recommend this product

Certinia PSA has a 'great' User Satisfaction Rating of 84% when considering 536 user reviews from 5 recognized software review sites.

5.0 (6)

4.8 (9)

4.5 (107)

4.2 (438)

4.5 (6)

n/a

4.5 (13)

4.2 (49)

n/a

4.7 (22)

4.4 (13)

3.6 (18)

Awards

Synopsis of User Ratings and Reviews

Customer Support: Precisely 90% of users said the customer support team was effective and responsive to problems in reviews that discussed support.

Performance: Of users who discussed the overall performance, 60% said the program is user-friendly and offers reliable leading and lagging indicators that display real-time information of their company's health.

Features: Approximately 69% of users who discussed functionality said of all the features - including invoicing, accounting, resource scheduling, budgeting and more - the report writer is easy to use and generates robust reports that dive into the details.

Friendly Interface: Precisely 62% of users stated that the program has an easy implementation process and an intuitive user interface.

Strong Performance: Certinia PSA is a single source of information that streamlines procedures and manages projects, teams, patrons and financial tasks, as stated by 65% of users.

Oodles of Features: This solution is equipped with a wide range of features including time tracking, resource planning and allocation, reporting, forecasting, bank reconciliation and more, according to 67% of users.

Smooth Integrations: Roughly 94% of users say the software can merge with other solutions such as Salesforce, Excel, NetSuite, Certinia Accounting, other CRM programs and more.

There were minimal negative reviews for Projector PSA.

Customization Limitations: Certinia PSA's customization options may not be as extensive as some users require, potentially leading to workarounds or compromises in tailoring the platform to specific workflows.

Usability Challenges: The user interface and overall user experience of Certinia PSA can be complex and require a significant learning curve, particularly for new users or those transitioning from other PSA solutions.

Reporting Flexibility: Generating customized reports or accessing specific data points within Certinia PSA may require advanced knowledge or technical expertise, potentially hindering efficient data analysis and decision-making.

Projector PSA is a robust PSA and project management software that's feature rich and has suitable indicators to give a real-time snapshot of a company's health. The majority of users find the features helpful and the customer support team useful and responsive to all issues. The majority also find that Projector PSA has minimal to zero flaws and is best for managing small and medium-sized projects as well as large intricate projects.

Certinia PSA is an effective PSA application that extends a full variety of features to its users. Its interface is user friendly and the implementation process is straightforward, avoiding confusion. It also integrates with other programs such as NetSuite, Salesforce, Salescloud, Certinia Accounting, other financial management solutions and more. Certinia PSA's overall performance expedites routine operations and governs projects, teams, customers and financial duties with ease, making it a robust and handy software.

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FAQ

How can I do a in-depth comparison of Projector PSA and Certinia PSA? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for PSA Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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