Latest Certinia Features from the Summer ’26 Release

The Project Assistant Agent answers questions in plain language: who’s working on a project this week, which tasks are blocking or overdue, which assignments are running over on hours. No report to run, no Gantt to open.

Add comments right on a task from the Task Board or Project Gantt, in Salesforce or Experience Cloud. Decisions and context stay attached to the work instead of scattered across email and chat.

Add and edit Risks, Issues, Assumptions, Actions, Dependencies, and Decisions in place. Update status, owner, due date, and priority across all RAID types from one screen.

Every action from your RAID log shows up in a to-do list, with an owner and a checkbox to mark it done. Add the component to your customer portal and your client-side PM can see and close out the actions assigned to them.

Paste in skill terms or upload a CV or job description, and the system matches them against your existing skill repository, close matches included. Review the results before saving, so your skills list stays clean.

Pay rises, promotions, and rate-card updates now flow automatically through resource requests, assignments, and timecards. No need to close and reopen a request just to reflect a new rate, and forecasted margin stays trustworthy on long-running projects.

Ask about a playbook’s status, and the agent pulls the account’s records, flags what’s at risk, and explains which task is causing it. It can then draft a follow-up email to the right person, ready to copy and send.

An AI-generated account summary sits right on the account record, covering key stakeholders, an executive summary, KPIs, and the strategic plan, with links back to each source record. Save it to keep a timestamped snapshot of where the account stood.

AI reviews account activity and suggests where there’s room for more work. Pick a suggestion and it becomes a record with an owner, a status, and next actions, which you can tie to a success plan and to a sales opportunity.

The business review summary brings together achievements, risks, expansion opportunities, and strategic plans in one place. Save it to the account so you can refer back to it before the next review.

Turn a business review summary into a meeting agenda email you can send ahead of time. Then export it as a PowerPoint presentation using your own branded template.

A new Lightning screen replaces the legacy prepaid expense page. Select your posted invoices, set the general ledger account and period, and review every proposed journal entry and its monthly amortization before generating them.

When a posted sales invoice needs to be reversed, convert it straight into a credit note. The full reversal is built for you, so nobody has to rekey the invoice line by line.

Each credit note links directly to the original invoice, with the period and credit note date attached. Whoever closes the books can see where a credit note came from without digging through email threads.