FinancialForce Project Management

4 / 5
5 reviews

Who Uses This Software?

FinancialForce is built for services teams of all sizes, ranging from small consultancies to large enterprises.

Average Ratings

5 Reviews

  • 4 / 5

  • 4 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • FinancialForce
  • Founded 2009
  • United States

About FinancialForce Project Management

Built for Salesforce customers - FinancialForce PSA produces real time insight into the cost and 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 and 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 Features

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

FinancialForce Project Management Reviews Recently Reviewed!

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

Jul 18, 2018

2 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 1.0/10 Not

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!

Overall: See my review!

More than I need Human Capital Management Software

Dec 01, 2011

4 / 5
Ease of Use

5 / 5
Customer Support

Pros: The user interface is excellent. If you know CRM then you will inherently know how to use Vana HCM. WOW! No training required.

Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more.

Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects.

Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management.

Overall: over the top! Thank you.

Cons: There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered.

Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3

Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS!

The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME!

Overall: I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management.

If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.

This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe.

you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at will do all the work for you.

Just get it.

Oh yeah, since it is on it makes integration with CRM and other products a single click of the mouse and has single sign-on, super cool.


Significants improvements to Financial Control for an NGO

Dec 22, 2011

5 / 5
Ease of Use

4 / 5
Customer Support

Pros: Excellent Multi-currency.

Dimensions Feature allows the level of reporting we need to comply with multi-country/currency/project/phase/donor requirements.

Very easy to use and to train others to use.

Excellent import/export facility with Excel.

Web based allows field and UK staff to work in real time on the same data.

Cons: We are an NGO, and our requirements are only for General Ledger, so I cannot comment on the pros and cons of the full system.

We also use SalesForce; which is a pre-requisite to gain some of the benefits above.

Overall: Excellent analysis tools and integration with Excel supports our multiple reporting and wider organisational needs.

Fully Integrated Solution

Dec 19, 2011

4 / 5
Ease of Use

5 / 5
Customer Support

Pros: Web based, integrated with Salesforce, easy to set up, easy to configure, easy to maintain, always up to date, great support

Cons: Product is relatively new so sophistication is developing over time. Reporting is based on standard Salesforce reporting so whilst extremely powerful is non standard for finance- though a product to resolve this is currently in development.

Overall: If you are a Salesforce user this is an excellent integrated solution. Sales and finance share the same information. With Financial Force we look at the business financially the same way we look at it operationally.

Professional Services Automation

Oct 25, 2016

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: FinancialForce PSA integration with Salesforce is great. You can easily customize and keep track of time sheets and time spent on projects.