Milestones PM+: Manage Projects and Tasks Directly in Salesforce

Why Native Salesforce Project Management Matters 

Manage all projects inside Salesforce — no integrations needed. 360-degree visibility for complete productivity insights and better forecasting.

• True-view Calendar of Salesforce Tasks, Events, Project assignments — all in one place.
• Time tracking on Project Tasks, Activities, Cases, or any object in Salesforce.
• Relate Products, Orders, Quotes, Solutions, Campaigns to any Task, Milestone, Project, Program.
• Milestones PM+ works with all Salesforce clouds (Professional and up) for any industry.

Milestones PM+ is registered in the U.S. Patent and Trademark Office. 

Why Teams Use Milestones PM+

• First five users FREE
• Assign owners, track status, and view real-time dashboards
• Simplify reporting with built-in Gantt charts and milestones
• Keep IT, Admin, and Project Manager teams aligned
• Save time on repeatable tasks and efforts like onboarding and meetings with preset templates.
• Instantly update clients about progress on their contracts and orders.
• Transform ad hoc planning and notes into organized, actionable projects.
• Clearly detail framework and roadmaps for proposal presentations.
• Smarter Task assignments with our comprehensive Resource Finder.

Passage Technology partnered with Salesforce in 2012 to provide a managed, supported version of the Salesforce Labs app, Milestones PM. Today, we continue to add features and functionality to the app and offer convenient Milestones PM+ Starter Packs.

Key Features

• Gantt charts show Project progress at-a-glance
• Reusable Project templates from external file import and Salesforce-based export
• Adaptable Project Record types by team, department, function, or use case
• Instant Create with the click of a button anywhere in Salesforce
• Workflow Automation for client emails, internal notifications, and progress updates.
• Log issues encountered and report their impact.
• Document possible risks and plan their resolve.

Your success is our success, and there’s no better (or quicker) way to accomplish your project goals than Milestones PM+ Starter Packs.

Admins are busy and so are you. Skip the hassle by letting us customize your setup, train you and your team, and provide tailored dashboards and workflows that can be used later as frameworks. Get the most from your Salesforce and Milestones PM+ investments with a Starter Pack.

Use our Agentforce project extension to ask about custom settings or specific features in Milestones PM+, inquire about release history — like when a feature was introduced, and clarify definitions within the app. Increase retention as your team gains better understanding of the app, leading to better project results. Install for free (prerequisites include Milestones PM+ version 17.9 or later, and have purchased Agentforce from Salesforce).