Resources are Contacts (non-Salesforce users) and Users to be used for Task assignments.
Improve work organization and progress status on projects involving efforts from both internal Users and third-parties.
Maintain security by allowing non-Salesforce users to participate when direct access to update project data in your org* isn’t required.
Resources can be attributed to predefined skills or any other distinctions.
Search Resource availability by name, time frame, and skill.
Resources assigned to successor Tasks can be notified when predecessor Tasks are complete.
* Resources needing access to project data in your org require a Salesforce license. Ask about our discounted Milestones PM+ per-user licenses today.