FinancialForce Professional Services Automation (PSA)
PROJECT MANAGEMENT NATIVE TO SALESFORCE Schedule the right people on the right projects at the right time. Edit schedules with a click and see how you need to drive recruitment. Slack integration streamlines communication and time/expense approvals. FULL VIEW OF PROJECT FINANCIAL HEALTH Comprehensive financial views with risk notifications enable swift adjustments prior to customer impact. STREAMLINE THE COMPLETE SERVICES LIFECYCLE Automate and streamline processes across every aspect of your services business from sales, through delivery, billing, renewal, and revenue recognition. FORECASTING, REPORTING, & ANALYTICS Get the data you need, see the future, and plan with confidence across actuals, Expenses, scheduled assignments, milestones, resource requests, Backlog, & more. BUILT-IN COMMUNITIES Share and submit all project information – documents, billing, planners, etc. - with clients and partners in real-time. Everyone stays in the loop. WHY SYSADMINS LOVE IT It's native to the platform! Get clicks not code customization and integration, one toolset to master, unified data set, and the same processes, workflow, and security you have come to love.
Top keywords
- project3×1.81%
- billing2×1.20%
- data2×1.20%
- financial2×1.20%
- integration2×1.20%
- love2×1.20%
- native2×1.20%
- processes2×1.20%
- see2×1.20%
- services2×1.20%
- streamline2×1.20%
- time2×1.20%
Mission Control
Mission Control provides you with all the tools you need to manage your projects effectively. Some of the key features of Mission Control include: Mission Control Console Auto-Generate from Project Templates Drag n' Drop Gantt Charts Kanban Boards Full P&L Financials Revenue Recognition Billing & Cost Tracking Resource Assignment Wizard Time Tracking Expense Tracking Purchase Orders Invoicing & Credit Notes Issue Invoice PDF to Client Receive Payments against Invoices Assignment & Reminder Notifications Program Management Project Management Requirements & User Stories Task Management Checklist Items Recurring Milestones & Actions Document Management Chatter Integration / Collaboration Timesheets Burn Down Chart Resource Capacity Scheduler / Forecasting & Planning / Resource Utilisation Track Holidays & other Non Working Days Risk Log / Risk Chart / Risk Matrix Milestone & Action Clone Multi Currency Support PMO Dashboard (CPI / SPI) Export to MS Project Track Team Meetings & Agendas Roadmap Management Requirements & User Stories Retrospectives / Lessons Learned Supports Waterfall and Agile methodologies.
Top keywords
- management5×3.47%
- control3×2.08%
- mission3×2.08%
- mission control3×2.08%
- project3×2.08%
- resource3×2.08%
- risk3×2.08%
- tracking3×2.08%
