Category: Certinia Insights
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Timecard Move Wizard
Does this sound familiar? 5 minutes per timecard move. 20 moves per week. That’s 87 hours your operations team spends fixing timecard data entry mistakes every year. That’s why we built the Timecard Move Wizard. Like our period locking feature that helps finance teams, this wizard solves an operational pain point that Certinia didn’t…
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Check Engine Light
About a year ago I was driving my wife’s Volvo XC60 and the check engine light came on. I took it to the dealership, and they said it needed a new catalytic converter. Since the warranty had just run out, it would cost $2400. Ouch. I am a bit of a car guy myself, and…
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Tracking Project Margin in Certinia PSA
Just fill in the default cost rate, and PSA will do the rest. That’s the advice you’ll get when you ask how to track project margin in Certinia PSA. And technically, it’s true. Fill in a bill rate on an assignment and fill in the cost rate on the Resource record, and the…
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Why Fewer Configuration Decisions Lead to Better Results
Psychologist Barry Schwartz in The Paradox of Choice tells us that fewer choices are almost always better. One or two options will be superior to three or more. Why? Because of analysis paralysis. When given too many choices, it’s human nature to try to understand each, often leading to dissatisfaction and no decision being made. A…
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How to Close Time Periods in Certinia PSA
Your accounting team closes February on March 5. On March 12, a consultant submits a timecard for February 28. Now your PSA and accounting systems are out of sync—and finance is asking questions you can’t answer. Certinia PSA doesn’t have native period closing like your accounting system does. But you can build it yourself.…
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What 300 Certinia Implementations Taught Me
After working on over 300 Certinia implementations, I’ve seen patterns emerge—some that lead to smooth, successful rollouts, and others that derail even the most well-intentioned projects. Here are the three lessons I come back to again and again. 1. Real Data Changes Everything Abstraction is hard. Most end users can’t fully…