Certinia PS Cloud Features
What are the features of Certinia PS Cloud?
Platform
- APIs
- Performance and Reliability
Accounting
- Revenue Recognition
- Project Accounting
- Budget Tracking
Project Management
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
Analytics
- Forecasting
- Reporting
- KPIs
Administration
- Standard Integrations
- Workflow
- Access Management
Technology Glossary Features
View definitions of the features and discover new technology terms.
Certinia PS Cloud Categories on G2
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Tasks
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data | |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data |
Projects
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Project Map | Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | Not enough data | |
GANTT | Provide visual representations of tasks, dependencies, and progress. | Not enough data | |
Calendar View | Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Issue Tracking | Track issues at the project or task level, and manage resolutions. | Not enough data | |
Templates | Provide standards templates that can be customized by users to create new projects. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Methodologies | Support agile and waterfall project management methodologies. | Not enough data |
Resource Management
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data |
Project Monitoring
Baselining / KPIs | Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | Not enough data | |
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Customer Information
Customer Health Scores | Provides users a customer-specific score to determine the overall satisfaction of each customer. | Not enough data | |
Customer Monitoring | Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | Not enough data | |
Customer Profiles | 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. | Not enough data | |
Playbooks | Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | Not enough data | |
Customer Segments | 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. | Not enough data | |
Product Engagement | 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. | Not enough data | |
Surveys | Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | Not enough data |
Predictions
Churn Risk | Calculates the risk that your customers will not renew or continue using your product or service. | Not enough data | |
Upsell Opportunities | Discovers and highlights factors that lead to upsell opportunities. | Not enough data | |
Custom Triggers | Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | Not enough data | |
Machine Learning | Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | Not enough data |
Platform
Reporting & Dashboards | Access pre-built and custom reports and dashboards for viewing This feature was mentioned in 12 Certinia PS Cloud reviews. | 85% (Based on 12 reviews) | |
API & Integrations | As reported in 10 Certinia PS Cloud reviews. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 75% (Based on 10 reviews) | |
Data Import & Export Tools | Ability to input, modify, and extract data from the application in bulk through a structured file. 10 reviewers of Certinia PS Cloud have provided feedback on this feature. | 90% (Based on 10 reviews) | |
Workflow Capability | Automates everday customer success functions for more efficient and effective day-to-day processes. | Not enough data | |
Notifications | Set alerts for customer actions in order to respond quickly and proactively. 11 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 11 reviews) | |
Customization | As reported in 12 Certinia PS Cloud reviews. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 88% (Based on 12 reviews) | |
Scalability | Based on 10 Certinia PS Cloud reviews. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 83% (Based on 10 reviews) | |
Data Security | As reported in 10 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. | 92% (Based on 10 reviews) | |
Performance & Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. This feature was mentioned in 10 Certinia PS Cloud reviews. | 80% (Based on 10 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 12 Certinia PS Cloud reviews. | 83% (Based on 12 reviews) | |
Customization | Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 15 Certinia PS Cloud reviews. | 87% (Based on 15 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 11 Certinia PS Cloud reviews. | 86% (Based on 11 reviews) | |
Output Document Generation | As reported in 12 Certinia PS Cloud reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 86% (Based on 12 reviews) | |
Performance and Reliability | 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. 14 reviewers of Certinia PS Cloud have provided feedback on this feature. | 90% (Based on 14 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 16 reviewers of Certinia PS Cloud have provided feedback on this feature. | 92% (Based on 16 reviews) | |
Workflow Capability | As reported in 16 Certinia PS Cloud reviews. 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. | 91% (Based on 16 reviews) | |
APIs | 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. | 82% (Based on 107 reviews) | |
Internationalization | 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. | 83% (Based on 85 reviews) | |
Performance and Reliability | 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. | 86% (Based on 136 reviews) | |
Mobile | Based on 84 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. | 77% (Based on 84 reviews) | |
Offline Access | Based on 62 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. | 74% (Based on 62 reviews) |
Planning
Resource Definiton | As reported in 42 Certinia PS Cloud reviews. Create human and material resources and categorize them based on skills and other criteria. | 83% (Based on 42 reviews) | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. 45 reviewers of Certinia PS Cloud have provided feedback on this feature. | 79% (Based on 45 reviews) | |
Scheduling | Based on 47 Certinia PS Cloud reviews. Allocate resources by matching capacity and demand, by project, team, or department. | 81% (Based on 47 reviews) |
Optimization
Performance | Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 37 Certinia PS Cloud reviews. | 79% (Based on 37 reviews) | |
Forecasting | Provide demand-driven forecasts to prepare and plan for future projects. 42 reviewers of Certinia PS Cloud have provided feedback on this feature. | 78% (Based on 42 reviews) | |
Corrections | Identify misutilizations and provide suggestions to improve planning and scheduling. 24 reviewers of Certinia PS Cloud have provided feedback on this feature. | 76% (Based on 24 reviews) |
Accounting
AP Automation | Streamlines data entry by auto populating recurring or predefined vendor information and invoice details 16 reviewers of Certinia PS Cloud have provided feedback on this feature. | 85% (Based on 16 reviews) | |
AR Automation | Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. 16 reviewers of Certinia PS Cloud have provided feedback on this feature. | 82% (Based on 16 reviews) | |
Audit Trail | See feature definition | As reported in 16 Certinia PS Cloud reviews. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record | 84% (Based on 16 reviews) |
Budgeting / Forecasting | As reported in 17 Certinia PS Cloud reviews. Create and revise an unlimited number of budget, plan and forecast scenarios. | 78% (Based on 17 reviews) | |
Collections Automation | The system automates the dunning process to help drive collections 15 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 15 reviews) | |
Financial Statements | General reporting offered covers all of the standard financial statements and meets the basic needs of the business 18 reviewers of Certinia PS Cloud have provided feedback on this feature. | 84% (Based on 18 reviews) | |
Invoice Customization | The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. 18 reviewers of Certinia PS Cloud have provided feedback on this feature. | 87% (Based on 18 reviews) | |
Journal Entries | 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 19 Certinia PS Cloud reviews. | 85% (Based on 19 reviews) | |
Monitor Cash Positions | Based on 14 Certinia PS Cloud reviews. Ability to track cash positions across all accounts, banks, business units, and countries | 87% (Based on 14 reviews) | |
Multi-Entity / Consolidation | Based on 13 Certinia PS Cloud reviews. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations | 83% (Based on 13 reviews) | |
Payment Processing | As reported in 12 Certinia PS Cloud reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 85% (Based on 12 reviews) | |
Recognition Rules | Automate recognition of revenue and expenses by defining recognition templates. This feature was mentioned in 11 Certinia PS Cloud reviews. | 83% (Based on 11 reviews) | |
Reconciliations | Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. 14 reviewers of Certinia PS Cloud have provided feedback on this feature. | 85% (Based on 14 reviews) | |
Tags / Dimensions | As reported in 15 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. | 81% (Based on 15 reviews) | |
Payments Scheduling | As reported in 12 Certinia PS Cloud reviews. Ability to schedule payments at predefined dates and times | 83% (Based on 12 reviews) | |
Payment Batches | Payments can be processed by batch without manual intervention This feature was mentioned in 12 Certinia PS Cloud reviews. | 83% (Based on 12 reviews) | |
Payment Settlements | Clearing of electronic payments to transfer funds from customers to suppliers This feature was mentioned in 14 Certinia PS Cloud reviews. | 85% (Based on 14 reviews) | |
Payment Methods | Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers 12 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 12 reviews) | |
Revenue Recognition | Based on 107 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Automate revenue recogniton by project, portfolio, or milestone and deliverable. | 81% (Based on 107 reviews) | |
Invoice Management | Based on 84 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. | 84% (Based on 84 reviews) | |
Payments | Accepts multiple types of payments from clients and match with invoices. This feature was mentioned in 71 Certinia PS Cloud reviews. | 84% (Based on 71 reviews) | |
Project Accounting | Based on 103 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project. | 86% (Based on 103 reviews) | |
Budget Tracking | Based on 119 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets. | 85% (Based on 119 reviews) |
Back Office
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. This feature was mentioned in 13 Certinia PS Cloud reviews. | 83% (Based on 13 reviews) | |
Asset Register | Create a list of all the assets owed by a company. This feature was mentioned in 12 Certinia PS Cloud reviews. | 85% (Based on 12 reviews) | |
Lean Management | Include lean project management features and best practices. | Not enough data | |
Maintenance | Track maintenance operations for the products sold, such as calibration or preventive maintenance 12 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 12 reviews) | |
Organization Management | Based on 15 Certinia PS Cloud reviews. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. | 88% (Based on 15 reviews) | |
Payroll | Based on 10 Certinia PS Cloud reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll | 88% (Based on 10 reviews) | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. 12 reviewers of Certinia PS Cloud have provided feedback on this feature. | 85% (Based on 12 reviews) | |
Purchase Orders | 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 14 Certinia PS Cloud reviews. | 86% (Based on 14 reviews) | |
Requisition | Define requisition rules for various types of procurement. 12 reviewers of Certinia PS Cloud have provided feedback on this feature. | 85% (Based on 12 reviews) | |
Shift Scheduling | As reported in 14 Certinia PS Cloud reviews. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. | 87% (Based on 14 reviews) | |
Sourcing | As reported in 12 Certinia PS Cloud reviews. Identify and assess suppliers for different products and services. | 81% (Based on 12 reviews) | |
Status | Monitor the status of multiple types of assets. 11 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 11 reviews) | |
Time & Attendance Tracking | As reported in 17 Certinia PS Cloud reviews. Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. | 89% (Based on 17 reviews) | |
Warranty Management | Maintain information on warranties for the products delivered and for their components | Not enough data |
Front Office
ATP | Available to promise provides information on future availability of products that are either planned for production or purchased but not received. | Not enough data | |
Checkout Process | Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. | Not enough data | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included 12 reviewers of Certinia PS Cloud have provided feedback on this feature. | 83% (Based on 12 reviews) | |
Contact & Account Management | 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 16 Certinia PS Cloud reviews. | 92% (Based on 16 reviews) | |
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents 11 reviewers of Certinia PS Cloud have provided feedback on this feature. | 86% (Based on 11 reviews) | |
Field Service Booking | Allows clients to book jobs through the desktop page or within the app. | Not enough data | |
Field Service Dispatch | Notifies field service workers of their upcoming assignments. | Not enough data | |
Product & Price List Management | As reported in 11 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. | 86% (Based on 11 reviews) | |
Product Catalog | See feature definition | Allows users to search, filter, sort and select items to be added to quote | Not enough data |
Promotions and Discounts | Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. | Not enough data | |
Quote & Order Management | Based on 10 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. | 88% (Based on 10 reviews) | |
Returns / Refunds | Functionality to allow users to process returns/refunds either via self service or contacting customer service. | Not enough data | |
Storefront Design Tools | Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience | Not enough data | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
Tickets | Creates and assigns support tickets, scheduling them in a timely manner. | Not enough data | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured | Not enough data |
Integration
Breadth of Partner Applications | 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. | Not enough data | |
Data Import and Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. 14 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 14 reviews) | |
Integration APIs | As reported in 12 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. | 92% (Based on 12 reviews) |
Logistics
Centralized Inventory Database | Manage and track all inventory records across warehouses and retail locations through a single unified database. | Not enough data | |
In Transit | Track products and raw materials shipped by suppliers, from origin to destination. | Not enough data | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. | Not enough data | |
Inventory Pricing and Costing | See feature definition | Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | Not enough data |
Inventory Reporting | Customizable reporting allows insight into usage of inventory and services. | Not enough data | |
Inventory Tracking / Ordering | Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | Not enough data | |
Picking Methods | Support multiple picking methods such as batch, wave, or zone picking. | Not enough data | |
Picking Planning | Create schedules for picking activities based on inventory availability. | Not enough data | |
Receiving | Match the products received with the corresponding purchase orders and add them to inventory. | Not enough data | |
Shipping Options | Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. | Not enough data |
Production
BOM | Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. | Not enough data | |
Defects | Monitor product defects, identify causes and provide corrective actions to improve quality. | Not enough data | |
Identify Demand | Calculate demand by consolidating data from multiple sources. | Not enough data | |
Inspections | Define and implement workflows for inspections, including rules for escalations and notifications. | Not enough data | |
Manage Resources | Track resource availability for raw materials and production capacity. This feature was mentioned in 11 Certinia PS Cloud reviews. | 92% (Based on 11 reviews) | |
MPS | Create and implement master production plans for multiple production lines and locations. | Not enough data | |
MRP | Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. | Not enough data | |
Production Plans | Generate production plans based on demand and resource availability. | Not enough data | |
Rework | Identify rejected products and decide either they can be repaired or discarded. | Not enough data | |
Shop Floor | Assign equipment and monitor shop floor activities during various production stages. | Not enough data | |
Waste | Track production waste such as scrap, as well as returns that cannot be repaired. | Not enough data | |
WIP | Track work in process (WIP) across multiple production lines and manufacturing locations. | Not enough data |
Reporting & Analytics
Custom Reporting | Based on 19 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 | 91% (Based on 19 reviews) | |
Dashboards | Based on 19 Certinia PS Cloud reviews. 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 | 90% (Based on 19 reviews) | |
Integration | Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. This feature was mentioned in 18 Certinia PS Cloud reviews. | 89% (Based on 18 reviews) |
Customer Management
Customer Profiles | Based on 94 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications. | 85% (Based on 94 reviews) | |
Sales | Based on 97 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region. | 82% (Based on 97 reviews) | |
Marketing | Based on 73 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance | 76% (Based on 73 reviews) | |
Client Portal | Based on 75 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. | 80% (Based on 75 reviews) |
Project Management
Project Planning | 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 | 87% (Based on 142 reviews) | |
Project Tracking | 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 | 88% (Based on 149 reviews) | |
Resource Definition | 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. | 87% (Based on 145 reviews) | |
Resource Management | 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. | 86% (Based on 154 reviews) |
Portfolio Management
Portfolio Definition | Define multiple types of portfolios for projects, programs, and services. 75 reviewers of Certinia PS Cloud have provided feedback on this feature. | 82% (Based on 75 reviews) | |
Portfolio Performance | 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. | 82% (Based on 74 reviews) | |
Risk | Based on 91 Certinia PS Cloud reviews. Identify risks that may negatively impact the performance of a portfolio of projects. | 80% (Based on 91 reviews) | |
Portfolio Mix | 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. | 82% (Based on 67 reviews) |
Analytics
Forecasting | 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. | 82% (Based on 118 reviews) | |
Reporting | 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. | 85% (Based on 147 reviews) | |
KPIs | 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 . | 84% (Based on 113 reviews) |
Administration
Standard Integrations | 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 | 82% (Based on 109 reviews) | |
Workflow | 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. | 84% (Based on 131 reviews) | |
Access Management | 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. | 82% (Based on 122 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
