Salesforce Project Management App Features

Easily Import Project Data

Importing project data into Salesforce is super easy with Milestones PM+. Migrate projects from Milestones PM already in Salesforce, data exported from Microsoft Project or other app, and any external locally-saved CSV or XML file. Once in Salesforce, create reports from completed projects and save past frameworks for templates to reuse across Salesforce, such as workflows and other process automation.

Reusable Project Templates

Milestones PM+ lets you reuse Project templates your way: by record type (internal, external), category (industry, location), purpose (onboarding, event planning) – any Project outline that’ll be used more than once can easily be imported/exported and used across Salesforce for workflows or manual creation.

• Create projects from templates via automation or Project Creation Button.
• Custom fields can be exported and imported.
• Remove project fields from being exported.
• Preset assignments including the Owner field (bypassing the standard behavior of being the user who created the record)
• To-Do List items can be exported and imported.

Create Projects from any Salesforce record

The easy way to instantly create projects in Salesforce!

100% Salesforce-native, Milestones PM+ “New Project” buttons can be used on Opportunity, Case, Account, Contract – any object, standard and custom. After your admin sets up the one-time Process Builder, trigger, or Visualforce page, you and your users are on your way to create Projects anywhere in Salesforce.

• Activate a Flow for automatic project creation.
• Create projects from new and existing templates.
• Create projects from scratch right on the record.
• Save time with auto-populating related fields.

Learn more: Milestones PM+ Starter Packs.

Manage Projects Your Way

However much or little information you need from project data in Salesforce, Milestones PM+ is customizable for your solution.

Simple project management in Salesforce can focus primarily on reaching completion – what’s the status? are we behind? – or ensuring no missed steps, a no-nonsense approach with a vision that projects are started to become finished and the burden of details along the way are less necessary.

Milestones PM+ combined with Salesforce-native capabilities makes a powerful duo for simple project management. Kanban Boards allow instant updates and at-a-glance progress of Projects without the noise, saving time by getting you the data you want to know.

Milestones PM+ is flexible enough for the most intricate of project management systems.

• Dependencies – parent/child, predecessor/successor, sub-Tasks and sub-Milestones, approval processes
• Date/time requirements – set durations, weekend considerations, date shifting
• Scheduled or budgeted plans versus actuals – start and finish dates, effort/hours, spend/expenses
• Risk documentation – obstacles predetermined to possibly occur and how to handle them
• Issue logs – obstacles unexpectedly encountered, why they occurred, and how they were handled
• Portfolios and Programs – larger-scale endeavours featuring multiple related Projects
• Project Status reports – complete calculations based on Tasks/Milestones progress

To-Do list

Minimalistic by design, quickly note all necessary steps and optional considerations in the To-do List as an alternative to Chatter, separating from communication and allowing others to easily view Task progress.

The project management app that brings project tasks and Salesforce events together

Milestones PM+ Project Tasks sync to the Salesforce Event calendar for 360-degree visibility of assignments, reminders, and meetings. Ensure individual and team success by unifying Project and non-project tasks in one centralized location, all from one single tool. Show current, overdue/late, and upcoming Project Tasks alongside Salesforce Tasks on the user’s homepage. Quick access to Tasks allows for easy reassignments, saving time and improving overall Project efficiency.

Have Salesforce email integrations with Gmail, Microsoft Outlook, or a third-party connector like Cirrus Insight? Project Tasks seamlessly sync with pre-existing configurations for effortless deployment and quick adoption.

Compatible with Salesforce Activity reminders and notifications. Schedule custom alert times based on the Task, assigned Resource, Start Date, Deadline, and more.*

Project Tasks sync as either an Event or Task.

Milestones PM+ also comes with a single-view Calendar for Projects, Milestones, and Tasks to keep teams focused and on time.

*App includes alert time based on the Task. Other reminder options require additional processes that are covered with Milestones PM+ Starter Packs.

Salesforce Project Task Email Alerts

Benefits

• Save time by sending out pre-formatted client communications at the completion or start of a milestone or task.
• Ensure professional, timely communications that adhere to your project delivery or governance processes.
• Simplify and connect third party work teams or systems.

Features

• Quick and easy emails sent right from the Task or Milestone record.
• Create project email templates that reference any related fields.
• Use any pre-existing Salesforce email template folder.

Resource Alerts

Prevent unnecessary Project delays with Resource Alert solutions from Milestones PM+.

• Keep Resources informed of new assignments or reassignments.
• Remind Resources of an approaching Task’s Start Date.
• Notify Resources when prior Tasks are complete to continue Project progress.

Use in conjunction with Salesforce’s native reminder system by syncing Project Tasks to Salesforce Tasks, which then can sync to Microsoft Outlook and Gmail.

Automatically or on an individual basis, Project Resource communications are easily customizable with Milestones PM+. Learn more about Milestones PM+ Resource Management.

Project management for Salesforce mobile app on Android and iOS

Milestones PM+ is mobile-ready! Whether you're utilizing Milestones PM+ for employee or customer onboarding, launching a new product, or tracking time on a project, you're able to do it all with ease on any mobile device.

Salesforce.com/mobile

Some functionality may require additional setup, covered with Milestones PM+ Starter Packs.