FinancialForce Project Management

by FinancialForce

Who Uses FinancialForce Project Management?

FinancialForce is built for services teams of 50+ employees.

What Is FinancialForce Project Management?

Built for SALESFORCE CUSTOMERS with 100+ EMPLOYEES - FinancialForce PSA produces real time insight into the cost & billings associated with running a region or practice, not just projects, so you can proactively manage the business as a whole. It provides insight into top-down planning numbers, including internal &subcontractor costs, to ensure you stay on track. You also have the ability to drill down to see the day to day activities generated by resources and projects in each portfolio.

FinancialForce Project Management Details

FinancialForce

http://www.financialforce.com

Founded 2009

FinancialForce Project Management video
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FinancialForce Project Management pricing overview

See pricing plans

FinancialForce Project Management does not have a free version but does offer a free trial.


Free Version

No

Free Trial

Yes

FinancialForce Project Management deployment and support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web

Training

  • In Person
  • Webinars
  • Documentation

FinancialForce Project Management Features

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customisable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

View full list of Project Management Software

FinancialForce Project Management Alternatives

More FinancialForce Project Management alternatives

FinancialForce Project Management Reviews for UK Users

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 3.9
Customer Service 4.1
Features 4
Value for Money 4.1

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Verified Reviewer
Managed Services Consultant
Computer Software, 1,001-5,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 30/11/2018

"Thumbs up to FinancialForce"

Pros: This software is so much better than the previous software we used in the past. Its simple and easy to access and review reporting.

Cons: I don't like that with using a MAC I have to expand the screen to sumbit things.

  • Reviewer Source 
  • Reviewed on 30/11/2018
Verified Reviewer
Project Manager
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 20/11/2018

"FinancialForce Helped Streamline My Billing Process"

Comments: FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.

Pros: I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming.
I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.

Cons: I sometimes have limitations with specific auto calculations it runs, but they are few at this point.

  • Reviewer Source 
  • Reviewed on 20/11/2018
Simon C.
Senior Project Manager
Used the Software for: 6-12 months
  • Overall Rating
    2 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 18/07/2018

"If it had a face I would punch it... repeatedly... until it was bleeding!"

Comments: See my review!

Pros: Lots of tools in the toolbag. There is no doubt this product has lots of features and can help businesses cover many of a project management office's needs including project reporting and planning; timecard entry and management and status reporting. It is a matrix organisation's wet dream giving lots of opportunities for different horizontals and verticals to organise and crunch the data in their own specific ways. Custom reports are good and I like the dashboards if you can find enough data fields to actually drive what you need.

Cons: This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user. It has just enough functionality to make you hopeful you can do what you need and then crushes that hope. Here is a quick run of the major (dis)functions: 1. It uses a web browser - chrome is just about OK, Firefox works in some parts but not others, Internet Explorer does not work. Because it uses a browser it is easy for IT departments to deploy (i.e. cheap) and is a dreadful experience to use. 2. Timecard entry is for a complete week and requires comments for each project/task/day combination. It is not a bad solution but is not great either. 3. The creators seem to push the idea of having resource managers in your business requiring project managers to create resource requests which then lead to assignments on projects. Whilst there is nothing inherently wrong with this requires so many more steps (and people) than is necessary, which introduces complexity and delays. 4. The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out. There is no useful integration with MS Project so you are forced to gouge away trying to use the functionality. You need to save constantly, the view of the tasks jumps backwards in time so you lose your focus, the task tree expands every time you save. In short it is SO frustrating to work with. Save yourself this nightmare - run Forest run!

  • Reviewer Source 
  • Reviewed on 18/07/2018
Nick R.
Consultant
Information Technology & Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    1 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 13/11/2019

"PSA has some great features and is built on Salesforce!"

Pros: The fact it is built on Salesforce and has direct integration to CRM/Sales Cloud. Timesheet entry and expenses are pretty good.

Cons: Support is very poor, take a long time to respond and Level 1 support team could have more knowledge. Implementation is very complicated and would almost be impossible without professional services.

  • Reviewer Source 
  • Reviewed on 13/11/2019
Verified Reviewer
Project Manager
Information Technology & Services, 1,001-5,000 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 30/11/2018

"Amazing Features"

Comments: We are using our PSA for time reporting. There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore. We are also setting up our skills management module this quarter, which will allow us to improve utilization within our team.

Pros: I appreciate how PSA links with SalesForce and our customer support modules. As a "superuser" I have all the information that I need at my fingertips. I can address questions from different teams (i.e., sales, support, consultants). I also have files and supporting documentation at a click of a button.

Cons: The software isn't very intuitive and can't be installed out of the box and utilized in a day. It takes a few weeks to get accustomed to the functionality, but can take months to explore all of the features. They do have an AMAZING support community. I found that have a relationship with the customer success manager to be most helpful.

  • Reviewer Source 
  • Reviewed on 30/11/2018