Use the Milestones PM+ Admin Guide to get more familiar with Milestones PM+. If you require professional assistance with your setup or technical support, we offer affordable Milestones PM+ Starter Packs.
For setting up the application, see the Milestones PM+ Admin Guide. For workflow-related questions and how to enable certain business processes, you will need our consulting services available with our convenient Milestones PM+ Starter Packs.
We support the Professional Edition of Salesforce on up through Unlimited Edition; this includes any special force.com editions. Your users just need one of the following license types assigned:
Milestones PM+ is 100% native to Salesforce, so you can integrate any Salesforce object (standard or custom) with our app. For example, if you want to create a project from an opportunity, you can do this in Milestones PM+.
You get basic program, project, milestone, task, risk management, issue management, calendar, and Gantt functionality in Milestones PM+. You can also create project templates (with some limitations) and use them to create new projects. There is a summary tab that will allow you to search for projects or view a dashboard of each project. If you go with our support plan, we can help you to implement more advanced configurations and customizations, such as setting up Milestones PM+ to use our built in trigger to automatically generate a project from a template, or customizing the Gantt chart. Our Premium Edition unlocks all the premium features that the free version doesn't have.
Yes! Contact us to learn more about enabling this functionality for your org.
Resource assignment does not allow non-Salesforce users to update their tasks simply by installing Milestones PM+. In order for non-Salesforce users to have the ability to update data in Salesforce, they will need to be assigned to a Salesforce license. There are various licenses available to purchase and Passage Technology can help you to work with your Salesforce Account Executive (AE) to identify the right licenses.
The Program Object is an optional parent object to project, and it is not a necessary part of the data hierarchy. A program can be used to group similar projects, or projects executed by the same team together, where they can be viewed on a single Gantt chart from the Program detail page. This object is used by creating a program record and then typing that name in the program lookup field on the project record.
In order to get started using Time Entry, first navigate to the Time Tracking Settings tab, and set the objects you would like to track time against. The list views available on the Time Entry tab are the same as the list views on the Salesforce tab of the object, and they can be configured from the tab for the object in Salesforce.
Resources are created automatically for Users in your org upon install of the app. If you are missing a resource for a user, or need a resource record created for a contact, you can do so using the Resource tab in Salesforce. If you need Resources created in bulk, contact us to submit a request.
A project template is created by creating all the project records, milestones, and tasks you would want to be in the template within Salesforce first. Make sure to define the names of the records and the start/end dates at a minimum.
Do not fill out any additional fields that you would not want to be populated when the project is created from the template.
Once this is done, use the Export Template button found on the Project detail page. This will bring you to a page where you can name your XML template, and put it in a folder to keep them organized. Be sure to put in a folder that would be visible to all users who would need to create a project from the template.
There are seven pre-built reports:
However, since Milestones PM+ uses Salesforce custom objects, they are all fully reportable using Salesforce’s reporting functionality. If you would like assistance with setting up any Salesforce Reports, we offer affordable Development Services including convenient Milestones PM+ Starter Packs.
Document management is not really a feature built into Milestone PM+, but you can use Salesforce document management features (Quip, Salesforce Content, Chatter files, Notes and Attachments, etc) to get more functionality in this space.
If you are using Lightning, the default lighting layout is not as wide as a Classic page layout, so the Gantt chart’s size is limited horizontally. However, it is possible to create a new lighting page for the Milestones PM+ project object. If you use a single column layout with no sidebar, it will have a similar look to Classic, with more width available for the chart.
It is also possible to edit the detail page layout and click the gear icon for the Gantt chart component. There will be an option to increase the vertical height available to the chart.
The default colors for the Gantt chart bars are as follows:
Grey: Start Date out in the future
Blue: After Start Date, before End Date, not completed
Green: Completed on time before End Date
Red: After End Date, not yet completed
The red lines represent dependencies between the items in the Gantt. These dependencies are defined by filling out the Predecessor field on the record the red line originates from.
As long as the custom setting called “Keep Template Assignments” was turned off when the template was created, they can be used across environments. Otherwise the ID to the record owners will be saved in the template, and their ID would not be the same in another environment, which would cause the import to fail.
This is done through the Resource lookup field. Project Task shares a master-detail relationship with the Milestone object. It is the detail object so it does not have its own Salesforce owner. A resource record represents a user or a contact from your org. Upon install, a resource record is created for all users in the environment. If a new resource record is needed, it can be created from the Resource tab.
Predecessor/successor dependencies are used to depict that one item relies on the completion of another item in order to continue work. If a predecessor Milestone or Task is shifted (a "Date Shift"), the successor Milestone or Task will be shifted over the same number of days. What we mean by a "Date Shift" is that both the start and end dates are shifted by the same number of days.
In order to enact a "Date Shift" at the Milestone level that cascades down to its Tasks, both the start date AND end date have to shift by the same number of days. If just the start date is shifted, this will not influence the Task dates on the updated Milestone. Please note that when the end date on the Milestone is shifted, then the successor Milestones will also have their dates changed and their Tasks' dates will also change.
Parent/Child relationships are created by using the ’Parent Milestone’ lookup field on the Milestone Object. The ‘Parent Milestone’ lookup field may be beneficial when you need to create a grouping of milestones that belong to another Milestone. Unlike the Predecessor/Successor relationship, the Parent/Child relationship does not denote that a parent must be completed before the child can begin. In addition, the Parent/Child relationships do not display on the gantt chart like the Predecessor/Successor relationships do.
Note: the ‘Parent Milestone’ field is not required; if not used, the only downstream impact is that some of the Rollup Summary fields on the Milestone Object will not be calculated.
No, in general Milestones PM+ runs in its own “namespaced” managed package.
Managed package code is not included in the required code coverage calculation for deployment. The 75% requirement is on all Apex code in your org's namespace. Managed code has its own namespace, so it is not included.
When deploying to production, all tests in your org's namespace will be run. Managed tests will not be run by default. If the deployment package explicitly marks runAllTests to true, managed tests will also run. These will need to execute without any failures should the flag be set. Despite this, the 75% requirement for code coverage is still only on unmanaged code.
No. Milestones PM is a Salesforce Labs-owned application.
Milestones PM is an unmanaged package by Salesforce Labs. Milestones PM+, by Passage Technology, is a managed package on the Salesforce AppExchange. Because we are keeping the code up to date, you don’t have to worry about new Salesforce releases or other changes in your org ‘breaking’ the code.