Milestones PM+ is free project management for Salesforce. 100% Salesforce native and easily customizable, Milestones PM+ is a free AppExchange app for all Salesforce clouds (Professional and up) with complete org access for unlimited users. Instant 360-degree visibility to projects, tasks, programs, milestones, time, risks and issues, and resources provides better project management right in your CRM.
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.
Has COVID-19 forced your employees to work remotely? Milestones PM+ can help the transition from in-office to at-home (and back).
|Basic Project Management||✓||✓|
|Interactive Gantt Chart||✓|
|Resource Management Solution||✓|
|Salesforce Activity Sync||✓|
|Project Creation Button||✓|
|Advanced Project Templates||✓|
|Milestone & Task Email Notifications||✓|
|Consistent Access to Stable Releases||✓|
|Priority support response time||✓|
|Customization/Implementation support||with services|
|Data Migration and Training||with services|
Create Projects from Salesforce records. Save time by easily creating new projects with the click of a button* or using a template with no code required.
Create Projects from templates. Deliver consistent projects with Milestones PM+ by importing an external template file or exporting an existing Milestones PM+ Project. Advanced Project Template* functionality exports and imports customizations including custom fields to project templates.
Milestones PM+ includes a Project Calendar, whose display can be customized, and Gantt charts for Programs, Projects, and Milestones.
Build native Salesforce reports and dashboards to show project progress and outcomes for clients and internal stakeholders.
Create workflows for Tasks with any automation.
Mobile-friendly project management for the Salesforce app on Android and iOS.
Tasks and Milestones can be dependent on each other and scheduled to include or exclude weekends. Shifting dates in Milestones PM+ can automatically cascade related dates.
Milestones PM+ Free Edition is available to all users with a Salesforce license in your org. No per-user fees ever! Milestones PM+ Premium Edition is available per-user and org-wide. Contact us with any questions or to upgrade to Milestones PM+ Premium Edition.
Milestones PM+ and all Passage apps keep up to date with Salesforce, diligently testing with the latest versions before releasing Milestones PM+ updates, ensuring app stability and security. Read about Passage Technology app security.