Milestones PM+ is more than Salesforce project management – it’s resource management, too, and part of that is time tracking. Time Entry in Milestones PM+ allows Resources, who are either users or Contacts in your org, to log hours* on any object and any record. This provides a comprehensive view of where effort is spent across your business, whether that focus is on the Resource or work itself, and makes reporting much easier, versus calculating Case Times and other Salesforce activities alongside Project Tasks. And because Milestones PM+ is 100% Salesforce-native, Time Entry works on Cases for Service Cloud, Content for Marketing Cloud, Quotes for Sales Cloud, and any other object, standard and custom.
*By default, only User-Resources can log time in the app including on behalf of Contact-Resources, such as collaboration hours. To have Contact-Resources log time and access project data, they need Salesforce licenses, which we offer at a discounted rate.
Concerned about security with Contact-Resource access? Our Salesforce-certified development team can setup your resource management – and even your project management – in Milestones PM+. Schedule a consultation!
| Red Flags and Project Health in Salesforce | Milestones PM+ Use Case Library |