FREQUENTLY ASKED QUESTIONS

Q: What is in Milestones PM+ that a developer can't easily build?

A: There are a number of features that exist in both Milestones PM+ Free Edition and Milestones PM+ Premium Edition (Paid Plan) that do NOT exist in Milestones PM. These features were designed and built by our team of developers and vetted by hundreds of customers who use the app daily with various project types and sizes. Here are just a few features that have exhausted a lot of developer time that are in PM+ or the Premium Edition version upgrade PM+:

  • Milestones PM+ is lightning ready. This means you are instantly future-proof with Salesforce to take advantage of Salesforce’s new user interface and all the new functionality that is only compatible within this interface.

  • Milestones PM+ has pre-built date rollups. These date rollups are tricky because when users are constantly changing around project schedules and adding dependencies/tasks, the dates of the entire project shift and these date rollups have to run efficiently along with all our other date shifting code to make sure all the data is updated quickly and that the dates all align.

    Milestones PM+ has a lot of settings that can be tweaked by an admin to change various date shifting behaviors, including predecessor to successor task shifting and business weekday/weekend support shifting. All of this functionality is very difficult to get right and our developers have mastered schedule management across our entire client base.

  • Milestones PM+ has a class which automatically creates projects gracefully. This trigger can be implemented easily by a developer or admin on any object in Salesforce.

  • We’ve invested a lot of time in figuring out how to structure project templates and how to allow them to be exported and imported with custom settings.

  • Our app supports a data grid based format for timesheet entry, submission, and approval*.

  • Milestones PM+ has a syncing engine which syncs Salesforce Event and Tasks. This must run gracefully on the platform when considering all the inserts, updates, and deletions that happen to both Project Tasks and Salesforce Tasks. This integration allows for a lot of other Salesforce functionality to be leveraged such as homepage integration, calendar integration, task reminders, etc.

  • Our app supports program management and gantt charts.

  • We have built a simple button click approach to use as an alternative to project creation via trigger in real-time*.

  • Our app supports Salesforce Professional Edition.

  • “Manage Project Plan” in the Milestones PM+ Premium Edition allows users to easily update multiple Milestones and Tasks in one place such as: mark complete, change assigned to, designate as internal*.

  • Milestones PM+ Premium Edition also offers a printable gantt chart where users can easily create a pdf gantt to share project updates.

  • The gantt chart has functionality for displaying it in different views such as weekly, monthly or quarterly.

 

Q: How easy is it to customize Milestones PM+?

A: Very easy! Milestones PM+ is like any other Salesforce custom app or cloud.  Some of these customizations include:

  • Change button labels & tab names.

  • Easily add custom fields of any kind, edit page layouts, create custom reports and dashboards, and write your own classes and triggers.

  • Create your own process builders, flows, workflow, approval process, validation rules.

  • Create custom objects and link them to our custom managed objects, and link standard Salesforce objects to our objects.

The only thing you can’t do is see or edit our code, but we are always available to help you if any of those changes need to be made.

Q: Is Milestones PM+ as customizable as Milestones PM?

A: Most any behavior can be implemented. If there are any behaviors that you need to change in our base classes, we can work with your developers to identify if the default behavior can change or if a custom setting can be implemented so that an alternative behavior can work for your org while not affecting our other customers. Since Milestones PM+ is a managed package, the classes and triggers in the package are not editable in the installation org but we can make these changes upon request.

Q: Why would I purchase Milestones PM+ if my developer can build the functionality in Milestones PM?

A: Time is money, and you should not underestimate the amount of time that must be dedicated internally to create a homegrown project management system. Apps like Microsoft Project and Milestones PM+ have taken years of development and if you do go down this path, you will certainly be faced with high developer labor charges and lost time that could have gone towards working on other projects.

Additionally, with Milestones PM+ our developers are proactively keeping the package up to date to be compatible with Salesforce releases. This means a more stable, reliable application for our users. Customer satisfaction is Passage Technology’s top priority, and we are always available for any questions, suggestions, or concerns.

It is also important to note that we are a premier Salesforce consulting company. One of our clients recently made a switch to Passage Technology Consulting after another consulting company spent nearly a year trying to implement Milestones PM and did not get close to the functionality Milestones PM+ provides. One of their dev's came across Milestones PM+ and they were impressed with what we already had out of the box.


*Functionality only available in Milestones PM+ Premium Edition


Attribute

Time Entry

Lightning Ready

Manage Project Plan

Printable / Enhanced Gantt

Date Rollups

Admin Guide

 Create Projects Automatically

Advanced Scheduling*

Program with Child Projects

Salesforce Event Sync

Salesforce Task Sync

Resource Assignment Solution

Email Sending Templates

 Alerts / Notifications

Project Creation Button

Basic Support

Track Actual Durations

Supports Professional Edition

Automated Milestone Close

Create Projects From Template

Advanced Project Templates

Program Level Gantt Chart

Milestones PM

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

Milestones PM+

No

Yes

No

No

Yes

No

Yes

Yes

Yes

Available ($)

Available ($)

Available ($)

Available ($)

Available ($)

Available ($)

Available ($)

Yes

Yes

Yes

Yes

No

Yes

Premium Edition

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

 

$ - Available for purchase via Premium Edition Upgrade

* Advanced scheduling includes ability to schedule around weekend days, automatically push out or reschedule a project, or cascade update successor milestones and their tasks. This functionality also includes the ability to enter actual start and finish dates when closing out tasks.