Category: Strategy & Best Practices
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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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What My Best ERP Customer Taught Me About Implementation Success
This project should have been harder than it was. An accounting leader at a major NYC museum came to us with an ERP migration that had every red flag in the book: If you’ve been around enterprise software implementations long enough, you’ve seen this setup. These projects typically drag on for 18+ months, blow…
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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.…