Professional Services Automation Features – Certinia Releases

Explore the latest Certinia features enhancing Professional Services Automation (PSA). With every release, Certinia delivers new tools to improve estimation, planning, resource management, billing, and visibility across the services lifecycle.

This page spotlights key innovations from recent releases—especially those we believe can help services teams streamline operations, improve forecasting accuracy, and boost delivery performance. We’ll continue updating this page as new features are released.

Summer ’25 Release – Certinia

August 13, 2025

The Certinia Summer ’25 Release delivers smarter staffing, better project visibility, and deeper automation. New features like Enhanced Automated Staffing, Estimate Grouping, and AI-driven Project Summaries simplify resource planning and project delivery, helping services organizations improve utilization, forecasting, and client outcomes.

Feature	Description	More Information
Enhanced Automated Staffing for Resource Requests	This update expands Certinia’s automated staffing to both new and existing resource requests. It automatically identifies and assigns qualified resources based on criteria such as role, skill, location, and availability. It integrates directly with the Resource Request Staffer and excludes requests already configured for manual staffing. This enhancement reduces scheduling overhead, accelerates project ramp-up, and ensures the right people are assigned to the right work, improving resource utilization and delivery predictability.	Release notes
Estimate Grouping & Milestone Preview	The new Estimate Grouping feature allows project managers to bundle related estimates for more efficient billing and revenue tracking. Users can configure group billing frequencies—now supporting bimonthly, quarterly, and yearly schedules—and preview upcoming milestones before finalizing. This simplifies financial management for complex projects with multiple work streams and provides clearer visibility into future cash flow.	Release notes
Work Planner Enhancements	Enhancements to the Work Planner provide a more interactive and customizable experience for project and resource managers. Users can show or hide columns, sort and filter assignments, and directly edit start and end dates for tasks or resource requests. These improvements make it easier to manage large projects, maintain scheduling accuracy, and adapt plans dynamically as work evolves.	Release notes
Generative AI Project Overview Summary (Early Adopter Program)	This early-access capability leverages generative AI to automatically summarize project data—including progress, risks, and milestones—into concise executive-level insights. It draws from project status updates, RAID logs, and resource data to provide a high-level overview accessible to project managers and stakeholders. This saves time on manual reporting and helps teams make faster, better-informed decisions.	Release notes
Certinia Staffing Agent (Early Adopter Program)	The Staffing Agent introduces an AI-driven assistant that analyzes open requests, resource profiles, and project timelines to recommend the best fit for each role. It works alongside existing staffing tools in Resource Management PS and learns from historical staffing patterns. This reduces manual searching, accelerates fulfillment of resource needs, and improves utilization rates across delivery teams.	Release notes
Enhanced Project RAID Management	Project RAID Management enhancements expand the ability to track and categorize risks, assumptions, issues, and dependencies in one consolidated view. Teams can now link RAID items to milestones or tasks, assign owners, and monitor mitigation progress. The improved interface and reporting help project managers maintain visibility, improve governance, and reduce delivery risk.	Release notes

Spring ’25 Release – Certinia

April 16, 2025

Certinia’s Spring ’25 release introduces powerful PSA innovations that help services teams streamline time tracking, simplify mass staffing, and gain visibility across complex project portfolios. These features improve operational control, reduce manual effort, and deliver smarter insights across the services lifecycle.

Feature	Description	More Information
Time Entry – Suggest Timecards	The new ‘Suggest Timecards’ feature allows employees to pre-fill their timecards using current week assignments, streamlining time entry and minimizing errors. This automation helps employees stay focused on their core responsibilities, ultimately boosting productivity. Additionally, enhanced support for dependent picklists ensures accurate data entry. Administrators can now define field dependencies with pre-set value lists, reinforcing consistency and preventing input errors on timecards.	Release notes
Mass Resourcing – Resource Request Staffer	Resource Request Staffer streamlines high-volume staffing by automating the matching, shortlisting, holding, and assigning of resources—supporting up to 1,000 resource requests at once. Resource managers can build a prioritized list of resource requests using filters to define selection criteria and sorting to set priority. The matching process mirrors that of individual requests and can be configured via the Match Settings panel, including support for custom fields.Requests are processed in priority order, with the system identifying the most suitable resource for each—ensuring no resource is double-booked.Once matching is complete, managers can bulk shortlist, hold, or assign matched resources, making final allocation faster, more accurate, and less prone to bias.	Release notes
Project Management – Portfolios in PS Cloud	Portfolio object in Delivery Tracker, allowing you to group projects based on shared criteria. This is especially useful for gaining performance insights across projects tied to a specific account, manager, or theme (e.g., all aerospace projects). You can include as many projects as needed in a portfolio, and a single project can belong to multiple portfolios for flexible tracking and analysis. Project and Portfolio Managers can now group multiple projects into a Portfolio Gain visibility into portfolio-level financials and track project progress at a glance.	Release notes
Sharing Saved filters in Work Planners	Teams can now share saved filters in the Work Planner, enabling more consistent planning views and better collaboration across users. Saving and sharing filters will enable teams to quickly apply the same set of filters without manually configuring them each time.	Release notes
Unbilled Revenue Report – Analytics	Gain visibility into unbilled revenue with new analytics dashboards. This report helps finance and delivery teams stay aligned on revenue that’s earned but not yet invoiced. This new lens will also allow you to identify the Billed and Unbilled revenue related to projects associated to a GLA and calculate the amount for the adjustments.	Release notes
Estimate Product Bundles	Boost efficiency in estimation with Estimate Product Bundles, allowing teams to package commonly used products together and add to an estimate together. This provides a way to structure and group estimate products to enhance efficiency when creating estimates. Additionally, using estimate product bundles increases accuracy by ensuring all relevant items are added to the estimate.	Release notes