Save time with Milestones PM+ Starter Packs
Milestones PM+ is a highly customizable Salesforce app for project management – let our certified developers do the work for you!
Milestones PM+ Starter Packs are development service packages to enhance the out-of-the-box app and tailor it for your organization. Designed for all skill levels of Salesforce and Milestones PM+, Starter Packs focus on bringing project management success without exhaustive effort from your valuable time.
Milestones PM+ 101: an introductive course. Hands-on prepatory learning of Milestones PM+ in Salesforce.
2-Hour User Lesson teaches Salesforce users how to use Milestones PM+.
- Standard functionality: Creating Projects, Milestones, and Tasks
- Enhanced functionality: Creating Templates and Project-Related Reports; Time Entry Method.
2-Hour Admin Lesson teaches Salesforce admins how to customize Milestones PM+ for users.
- Specialized setup: Custom Settings, Field Sets
- Milestones PM+ setup: Project Creation Trigger; Cloning Projects, Milestones, and Tasks
Milestones PM+ Standard: the complete package. Fully-customized Milestones PM+ to accelerate adoption.
Milestones PM+ 101 training
Assembly of your fully-customized Milestones PM+ app by certified developers to create
- Custom fields
- A standard automatic project creation process (template, trigger, simple object-to-project transfer)
- Initial templates, reports, and dashboards
Milestones PM+ Deluxe minimizes your input efforts and leads you down the road to prepared project management.
Milestones PM+ Standard
Project Data Migration: Total data migration to Milestones PM+ from any source including the Salesforce Labs app Milestones PM and Microsoft Project.
Not yet using Salesforce? No problem: Passage Technology can start your setup and get you ready for Salesforce success! Start your new journey on Salesforce with a transition strategy and dedicated development services.
101 Starter Pack
Standard Starter Pack
Project Data Migration
Deluxe Starter Pack
|Project Kickoff Meeting||✔||✔||✔||✔|
|2 Hour MPM+ User Overview Session
|2 Hour MPM+ Admin Overview Session
|Setup of 2 Project templates and 1 automatic Project creation trigger||✔||✔|
|Setup of 2 reports and 1 dashboard||✔||✔|
|Setup of Custom fields on Milestone PM+ Objects||✔||✔||✔|
|Project data migration to Milestones PM+||✔||✔|
Pick and choose your services with a Custom Starter Pack. Contact us for more information.
Admin Time is consistent among the starter packs and take account for client meetings, project setup, internal preparations, and other client/service-related work not considered development time. Pricing does not include purchase of the premium subscription. All terms and some conditions apply.