Using Templates for Automatic Project Creation in Salesforce

Problem:

When businesses have processes that need to be followed repetitively and have targeted beginning and deadline dates, the most efficient and consistent way to drive these processes is to use a templated project management solution.

Solution:

Use the Milestones PM+ template functionality to automatically create projects within Salesforce to increase efficiency, productivity, and consistency with all types of business processes. With Milestones PM+, there are no limits on the number of templates that can be used. Each business unit in a company may have their own project types, and if desired, house them under a Program.

Some examples of how companies are using Milestones PM+:

• Budget Management
• Issue Management
• IT Project Management
• Milestone Tracking
• Percent-Complete Tracking
• Portfolio Management
• Project Planning
• Requirements Management
• Resource Management
• Status Tracking
• Task Management
• Time & Expense Tracking
• Employee Onboarding/Other HR related projects.
• Customer Onboarding/ Any processes that need to be completed post-sale for service or product companies.
• Marketing Projects
  • Events
  • New Website Launch
• Construction projects/New Location Openings
• Retail/Seasonal Displays or Pricing Changes
• Real Estate - Property Purchase/Sale/Rentals
• New Product Launch
• Time Tracking
• Process Management
• Waterfall/Traditional Project Management
• Gantt Chart
• A specific project delivery methodology is needed (PMI PMBOK or Prince2-based or Stage-Gate)
• Tracking Billable vs Non-Billable Time
• Internal Business Process Implementations

For each of these project types, a template can be used for automatic project creation to include all the necessary milestones, tasks, durations, dependencies, risks, and issues. To get started, download the Milestones PM+ Stage-Gate® Project Starter Template, then go to "Import Template" of Milestones PM+ in Salesforce to upload.

What types of projects do you need templates for? Let us know with a comment below!

Learn how to create templates with the Milestones PM+ Admin Guide.