Resource Management

Complete resource visibility

FinancialForce PSA allows services teams to track all resources, including internal, external, billable, non-billable, sales, and support resources. Resources can belong to a region, a practice or both, to help you track them the way you run your business.  FinancialForce PSA tracks all the data that makes each resource unique including: cost rate, role work calendars, start date, end date, utilization targets, utilization attainment, hours worked, scheduled hours, assignments, skills etc. FinancialForce PSA presents this data in a single, easy to read location to keep consultants and managers on the same page.

Flexible Utilization

Utilization is one of the metrics most services teams hold paramount as a barometer of the business. FinancialForce PSA was designed to provide you granular and flexible ways to measure utilization. For instance, FinancialForce Professional Services Automation solution provides billable and non-billable utilization, the ability to credit hours towards utilization, and even the ability to exclude certain hours (e.g. PTO, holidays, sick time, etc.) from utilization altogether. Utilization is calculated for individual consultants, but is also aggregated up to the region or practice as an easy to read metric on a dashboard. Utilization targets can be set by individual and region. This provides alignment and transparency at the consultant level, to minimize confusion and maximize the chances for success.
 

Skills - put the right people on the right projects every time

Understanding the skill sets of your consultants is critical to putting the right people on the right projects and being prepared for upcoming demand. FinancialForce PSA tracks skills, certifications and skill rankings that you can define yourself. Certification expiration dates are tracked by the system and can alert team members when certifications need to be renewed. More importantly, the system contains a skills inventory matrix to allow managers to assess their teams and view skills capacity by region or practice. The skills capacity indicators will proactively call attention to areas that need addressing, so you can stay in front of demand.

Highlights

• All resource details tracked in one location
• Team visibility to scheduling and assignments
• Intuitive views into availability and capacity
• Skills & certifications matrix
• Skills catalogues and capacity planning
• Multiple work calendars
• Ability to do charge backs
• Effective dating