Milestones PM+ 101: an introductive course. Hands-on preparatory learning of Milestones PM+ in Salesforce.
2-Hour User Lesson teaches Salesforce users how to use Milestones PM+.
- Standard functionality: Creating Projects, Milestones, and Tasks
- Enhanced functionality: Creating Templates and Project-Related Reports; Time Entry Method.
2-Hour Admin Lesson teaches Salesforce admins how to customize Milestones PM+ for users.
- Specialized setup: Custom Settings, Field Sets
- Milestones PM+ setup: Project Creation Trigger; Cloning Projects, Milestones, and Tasks
Milestones PM+ Standard: the complete package. Fully-customized Milestones PM+ to accelerate adoption.
Milestones PM+ 101 training
Assembly of your fully-customized Milestones PM+ app by certified developers to create
- Custom fields
- A standard automatic project creation process (template, trigger, simple object-to-project transfer)
- Initial templates, reports, and dashboards
Milestones PM+ Deluxe minimizes your input efforts and leads you down the road to prepared project management.
Milestones PM+ Standard
Project Data Migration: Total data migration to Milestones PM+ from any source including the Salesforce Labs app Milestones PM and Microsoft Project.
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