RSMUS.com“Project management is like juggling three balls – time, cost, and quality. You can drop one, but the other two will still keep you up at night.”
Project Management, the process of planning, organizing and managing a project to achieve specific goals, can be a daunting task. As a project manager, do you find it difficult to balance the needs of stakeholders or manage interpersonal conflict amongst your team members? And then there are the tangible challenges of the project management process ranging from creating and managing your project plans to accurately tracking your project financials. Fortunately, there is a solution to overcome these common challenges.
Certinia, formerly known as FinancialForce, provides software built on the Salesforce platform designed to meet the needs of organizations charged with delivering professional services. Through its Professional Services (PS) Cloud functionality, Certinia offers Project Managers a unified solution for managing their projects, resources and financials eliminating the need for managing these functions in their own silos. Highlighted below are several features within the Project Management module designed to streamline and add efficiency to the project management process.
Project Financials
Certinia PS Cloud allows for the seamless tracking of project financials from the project record. As events impacting the financials occur during the course of the project, including resource time tracking and expenses, project financials are displayed and updated in real time.
Project Gantt Chart
Project managers have the ability to create a Gantt chart on the project record using this feature to create and manage tasks. A task hierarchy can be generated and project resources can be assigned to tasks in the hierarchy.
Project Task Board
The Project Task Board allows project managers to view and update the status of project tasks. The filtering and search box functionality make it even easier for the project manager to find the relevant tasks they need.
Issues and Risks
Users have the ability to create Issues and Risks on the platform which can be useful when needing to draw extra attention to a project. Issues and Risks can be linked together (as needed) on the project record. Additionally, a mitigation/action plan can be documented on the respective issue or risk record.
All in all, navigating a project from start to finish can be a winding road filled with obstacles along the journey. One of the ways to ensure successful navigation of the project management process is to utilize the available tools in your repertoire. Consider Certinia and the PS Cloud solution for your organization’s project management needs. You could become an expert juggler and will definitely sleep easier at night!
Don Fuller
Don Fuller is a dedicated and results-driven software implementation professional with 15 years of software consulting experience. With a focus on Project Management and Client Delivery Management, his career experience spans multiple industries including commercial and government clients.
