--- title: Struggling With Repetitive Tasks, Optimizing Resource Allocation & Analyzing Project Performance? description: How project automation can help overcome project management pain points in Salesforce. image: https://www.passagetechnology.com/hubfs/Project%20automation%20image.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Struggling With Repetitive Tasks, Optimizing Resource Allocation & Analyzing Project Performance? 2023/11/01 [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Milestones_PMplus.png) ](https://www.passagetechnology.com/en/essential-guide-for-project-leaders-in-businesses-using-salesforce) ## How Project Automation Can Help You Overcome Salesforce® Project Management Pain Points Common pain points organizations often face with Salesforce Project Management are that Salesforce doesn’t have project, portfolio, or resource management capabilities within any Cloud.  This can create inefficiencies and lack of transparency for organizations. Imagine managing a project and being unable to view options for resources for tasks that need to be completed.  For example, as the Healthier Kids Foundation grew, they saw a need for a more structured approach for project management. The team was using emails, Word documents, spreadsheets, and Outlook Calendars to manage projects, but they weren’t able to track how much work was coming in or who was doing the work.  Healthier Kids needed a solution that was integrated with Salesforce, so they chose [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) to help them organize projects.  “When I first started, if someone had done a report, there was no record of it. There was no way to track when it was created or what the parameters were. The organization was swamped constantly with new programs,” explains the organization’s Chief of Staff, VP Information Systems and Quality, Bob Hansen. Bob said that Milestones PM+ eliminated that chaos and gave them a unified source of communication on who is requesting the work and what they’re requesting. (Read the full story: [Milestones PM+ Helps the Healthier Kids Foundation Manage Projects and Focus on Their Mission.](https://www.passagetechnology.com/customer-success/milestones-pm-healthier-kids)) ### Following are use cases that show how Milestones PM+ can help with optimizing resource allocation and analyzing project performance.  [Resource Management for Salesforce Project Tasks](https://www.passagetechnology.com/salesforce-resource-management-project-app) This use case shows how Milestones PM+ custom object records, like Task and Resource, and standard object records, like Product and Case, are seamlessly compatible with lookups, reporting, and charts. [Salesforce Task Notifications and Project Resource Alerts](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-task-resource-notifications) Do you have issues with automatic and manual Project alert notifications for Task Owners, including communication and progress updates? See how Project notification preferences can help improve efficiency and reduce delays. [Red Flags and Project Health in Salesforce](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-health-red-flags) We get it. Salesforce reports can be tricky to create and, even if done successfully, the color selection of the charts and dashboards are restrictive and occasionally not visually distinct.  [Tracking Hours and Expenses on Project Task Page Layout](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-task-hours-expenses) Need to improve data visibility and user productivity? This use case shows how Project records, like Task and Resource, and non-Project records, like Product and Case, are seamlessly compatible with lookups, reporting, and charts.  *100% Salesforce-native and *[*free to download on the AppExchange*](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009uYYMEA2&utm_campaign=MPM%20%20AppExchange%20Listing&utm_source=MPM%20%20AppExchange%20Listing&utm_medium=AppExchange)*, Milestones PM+ works with all Salesforce clouds (Professional and up) for any industry.** *     Tags: [Project Management](https://www.passagetechnology.com/passage-technology-blog/topic/project-management), [Milestones PM+](https://www.passagetechnology.com/passage-technology-blog/topic/milestones-pm) | [** Passage Technology News & Updates – Fall 2023 ](https://www.passagetechnology.com/passage-technology-blog/newsletter-2023-fall) | [Passage Technology Blog](https://www.passagetechnology.com/passage-technology-blog) | [ Risks and Issues in Project Management ** ](https://www.passagetechnology.com/passage-technology-blog/risks-issues-project-management) | | --- | --- | --- | [ 7 Popular Use Cases that Lighten the Load for Salesforce Admins ](https://www.passagetechnology.com/passage-technology-blog/use-cases-admins) [ What is technical debt, and how can you avoid it in Salesforce? ](https://www.passagetechnology.com/passage-technology-blog/what-is-technical-debt-and-how-can-you-avoid-it-in-salesforce) [ Learning from Rollup Helper’s Supportive Trailblazer Community ](https://www.passagetechnology.com/passage-technology-blog/rollup-helpers-supportive-trailblazer-community-app-resources) [ Passage Technology News and Updates – Spring 2026 ](https://www.passagetechnology.com/passage-technology-blog/news-spring-2026) [ True Effectiveness with Salesforce Agentforce Requires Elevating Data Quality First ](https://www.passagetechnology.com/passage-technology-blog/true-effectiveness-with-salesforce-agentforce-requires-elevating-data-quality-first) [ Roll-up Solution When a Roll-up Summary Field Can't be Used ](https://www.passagetechnology.com/passage-technology-blog/roll-up-solution-when-a-roll-up-summary-field-can-not-be-used-and-process-builder-does-not-fire-on-delete) [ GDPR and Using the Salesforce Individual Object ](https://www.passagetechnology.com/passage-technology-blog/gdpr-and-the-using-the-salesforce-individual-object) [ Can’t Create Quote From Opportunity in Lightning Using New Quote Button? ](https://www.passagetechnology.com/passage-technology-blog/new-quote-button) [ Rollup Helper vs Declarative Lookup Roll-up Summaries (DLRS) ](https://www.passagetechnology.com/passage-technology-blog/rollup-helper-vs-declarative-lookup-roll-up-summaries-dlrs) [ Passage Technology News & Updates – Winter 2026 ](https://www.passagetechnology.com/passage-technology-blog/passage-technology-news-updates-winter-2026) © 2026 Passage Technology LLC All Rights Reserved. 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