PROBLEM.
There’s no Salesforce cloud or add-on exclusively for project management. Whether businesses grow to need better task organization or require a ready-made framework that’s inherently absent, project functionality isn’t available directly from standard Salesforce subscriptions.
SOLUTION.
Milestones PM+ is a free Salesforce project app (available on the AppExchange) providing instant access to projects, portfolios, programs, milestones, and tasks. Being 100% Salesforce-native means project data stays securely in your org and works seamlessly alongside non-project data, like Accounts and Contacts, for a centralized Salesforce workplace.
(Unfamiliar with Salesforce or how the AppExchange works? Milestones PM+ and all our other apps work much like a mobile app: Salesforce as the operating system, AppExchange as the marketplace, and Milestones PM+ as the downloadable app.)
Using Salesforce functionality, Milestones PM+ becomes highly customizable including project visibility and project creation from any record.
Project and enhanced task capabilities are only one click away. Experience Milestones PM+ with a test drive, free download (may require admin assistance), or deep dive demo (includes paid features).
Project Management and Work Breakdown Structures in Salesforce
Bring your work breakdown structure (WBS) to Salesforce with Milestones PM+.
- Import CSV, XML, Microsoft Project, and other project data files
- Convert projects from Milestones PM and other apps
- Build templates with a top-down approach
Milestones PM+ is equipped for WBS dictionary details such as resource assignment and associated schedule activities. This makes all levels of the ‘100 percent rule’ easily achievable and conveniently adaptable for future changes.
Change Control for Salesforce Projects
Change control of projects with Milestones PM+ can use standard Salesforce functionality your org already has, such as field tracking. Change requests can be sent via Flow (or even Chatter post) with reviews and decisions documented. No matter how strict or lax the guidelines are, Milestones PM+ is flexible enough to conform with existing practices already in place within Salesforce.
Project Estimating and Actual Comparisons Reporting in Salesforce
There are various assessments – cost, resources, time, risks, etc. – when preparing an estimate. The approach used during this process can be implemented with Milestones PM+.
- Risk registry
- Resource calendar
- Activity lists
- Historical information
Baseline estimates, updated forecasts, and actual results of projects can be used in reports to create dashboards and analyze for improvements.
Salesforce Project Risk Management
One-third of users with risk management functionality in their PM software don’t use it, reports Capterra’s Project Management User Survey (2021).
For a competitive advantage, Milestones PM+ offers extensive risk capabilities including issue logs.
- Risk register for portfolios, programs, and projects
- Attribute to milestone, task, or resource levels
- Assign risk owners
- Develop response strategies
- Identify impact and probability
- Include assumptions for project estimates
| Red Flags and Project Health in Salesforce | Milestones PM+ Use Case Library |