Passage Technology Blog

Filtered by milestones-pm

Ask PT About Tracking Billable/Non-Billable Hours in Salesforce

2022/10/28

Dear PT, 

With every customer project, there are billable and non-billable hours required to complete the objectives. Of course, customers are very interested in proper accounting—it’s their money on the line. But for our company, the non-billable hours are a necessary cost to us for deploying resources and getting the job done. It is an important metric for measuring efficiency and billing properly, overall and in various departments. Can you help us make sure we are not unnecessarily losing money on these customer engagements?

Bud Jetting in Costa Mesa, CA

Ask PT About Project Management for Product Launches in Salesforce

2022/08/25

Dear PT, 

We use multiple clouds from Salesforce® throughout our company. Our various functional teams successfully use Projects to track and complete their activities. However, when it comes time for new product creation and launch, it's difficult to manage resource allocation as well as coordinate all of the functions and all of the work. Adding in external partners makes it even more complicated. How can we execute our new product in Salesforce Projects and Tasks in a more cohesive manner?

Gotom Arkett from Revel, France

Ask PT About Managing Repeatable Projects in Salesforce

2022/06/15

Dear PT, 

The nature of our business requires completing the same projects over and over. These projects overlap similar projects, each in a different stage of the same project process. The only differences are beginning and end dates, and once in a while a special task or dependency is needed. We tend to create these project plans from scratch each time—how can we streamline our efforts?

Tim Pleats from Standard, Canada

Ask PT About Using Salesforce to Manage Product Development Activities

2022/04/19

Dear PT, 

At our company, we use the phase-gate development process to create our products, from releasing new most viable products (MVPs) to updating later versions. It is a lightning fast process, so it is important we improve our project management abilities. We’d like to use Salesforce®, but it has limited project management functionality. Any suggestions?

Emma Veepea from Waterfall, PA

Overcome IT Project Management Challenges & Cost Overruns

2022/03/21

How to Transform your Salesforce Environment into a Project Execution Platform

Wow. Did you know that one in six IT projects have a cost overrun of 200%? Since project management touches almost every aspect of how organizations achieve their goals, it can have a big impact on costs.

Passage Technology Blog Next