SystemsCertiniaModule note

Certinia on Project management

Projects as a costing object: budgets, time and expense booked against them, work in progress, and the billing rules that turn effort into revenue. For a services business this is effectively a second ledger, and it has to reconcile with the first.

Depth: Core4 demo questions3 sources citedReviewed November 2026

Every system offering project management

01Coverage

Stackmark rates Certinia’s project management as core: built and sold by the vendor as part of the suite.

The tier is read from the vendor’s own documentation, cited below, and says how the module is delivered, not how well it works for a given company. That is what the demonstration questions are for.

Think this tier is wrong? Suggest a correction. It opens a public issue, prefilled with what we publish today.

02Questions for the demonstration

  1. Q1

    Which billing models are native (time and materials, fixed fee with milestones, retainer, cost-plus), and can one project mix them?

  2. Q2

    How is revenue recognised on a fixed-fee project, and does percentage-of-completion run off cost, hours, or a manual estimate?

  3. Q3

    Can a project span legal entities, with resources charged across them at a transfer rate?

  4. Q4

    What are the approval paths for a timesheet and for an expense claim, and can they differ per client?

03Alternatives with core depth

Other profiled systems whose records rate project management as core. Alphabetical; a listing is a documented fact, not a recommendation.

04Sources

The pages the depth rating and module list were taken from. The module description and questions are Stackmark’s own, shared with the module page.

  1. [1]Certinia (FinancialForce): Pricing & Fit | ERP Researchhttps://www.erpresearch.com/en-us/financialforce · retrieved 2026-09-07
  2. [2]Certinia | Cloud PSA & Financial Management Software Built on Salesforcehttps://certinia.com/ · retrieved 2026-09-07
  3. [3]About Certinia | Certiniahttps://certinia.com/about/ · retrieved 2026-09-07