ERP Cloud Reviews

Copying rows from the previous week and seeing all project assignments under the time cards makes it easy to get the project codes

It won't let you save if you add an empty time card

We love that it is integrated into Salesforce seamlessly. We also like how much quicker we are able to invoice every single month, as we well as how easy the system is to use.

There are many ways to complete the same task. This can be confusing to users when they are first using the system.

While for audit trail purposes we can appreciate why posted transactions can not be modified, this has caused a lot of work when items do need to be amended as we basically need to create a reverse item, and then redo the original item properly.

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.

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!

I use this application mostly to enter my time per project per day and the occasional expense report. For me it gets the job done, but it requires a good bit of training and a lot of communication and organization from my project managers.

It seemed to take forever to get up and running the system was not intuitive. And still I have to be in constant communication with my project managers to make sure I have access to the jobs I am assigned.

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.

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

Once this tool is totally set up the reporting it offers is quite robust and gives you an instant glance into figures that used to take hours to curate.

I was helping lead on selecting a PSA tool 3 years ago now and Financial Force offered everything we needed based on the demo we received. Project setup and Casting was supposed to be simple and offer easy visibility of what everyone was doing when as well as what resources were available when. Getting to all of that however has been an incredibly complex and frustrating journey and one we are still on. Our users hate the user experience and we have poured so much time and money into this tool that we feel like we need to continue for fear of just repeating with another tool. Building workflows is very complex, user administration is very complex, generating reports is very complex. The whole tool is simply not user friendly.

Project Management features are great. Billing and financials tracking too.

Configuration and setup seem convoluted and can be difficult to understand at times.

Although I do not love the user interface, Financialforce works consistently.

It's complicated and lacks basic project management functionality.

This tool has helped our company get important data that we need.

This software can be very hard to use and to get the proper configurations unless you hire a specialist or have somebody with experience.

The software is customized to your companies needs and so you can track your projects using whatever metrics you need.

The accompanying app has issues. However, I've been told a new app is in progress.

FinancialForce is fairly easy to use but you definitely need to have an admin who is savvy with FF & SFDC. Once it is setup how you need it, it is fabulous. Reporting can be challenging at times hence the need for a savvy system admin.

The need to export things to Excel for extensive reporting and develop pivot tables to get full data analysis. This is really not just a FinancialForce limitation as we had to do this with other tools we have used.

Integrates with SalesForce and NetSuite. Allows resource planning, revenue recognition, and forecasting in one place.

Project planning is rudimentary (Gantt only). No good options for sharing project info with people outside of our organization without extra licenses. Process-heavy features are not a great fit for our organization's culture.

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

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.

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

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

Very powerful tool with a lot of functionality.

It takes a significant amount of customization in order to make the most of it.

A lot of builtin Project Management tools. Somewhat difficult to train Users on, due to the complexity of our requirements and instance. Easy to maintain, add and remove Users.

Complexity. A lot of moving parts in the background. We over designed our instance and the group that uses it only uses about 20% of the capabilities.

Seamless integration with Salesforce CRM. Intuitive and easy-to-use user interface. Super responsive support team. Unlimited flexibility with all the features offered.

There's some level of complexity involved for beginners considering the sheer number of features available. A lot of updates, at times unnecessary but part of what keeps the FF engine humming along. Could be some improvements to mobile and reporting.

Provides an interface to let my staff interact and submit information (time cards, expenses, etc.). The ability to pull reports is very helpful and reduces staff time

It's very buggy. Crashes at least once a week and our team loses data all the time. For example, saving time cards has been a nightmare. Generally PSA feels like technology and an interface from the early 2000's. It's dated, and not fun to use.

Utilization and project management as it was able to help us better align resources

the project task gantt was hard to use and did not function properly

Easy to use
Ability to import and export data
Easy to Customize

Dashboard creations are limited
Must purchase additional licenses for those who only need view only access
Would like to be able to link to SAP

It complements the Salesforce application and so skills using and creating reports / dashboards can be transferred

At times the interface is very extensive and can be overwhelming to users. Many of our staff have failed to create dashboards that reflect their reporting needs

Many features included which fit together well

Reporting functionality difficult to use and get the data desired. Does not fit together with SalesForce reporting very well.