Resource Management Solutions for Salesforce Projects and Tasks
Resources in Salesforce project management app Milestones PM+ are Contacts (non-Salesforce users) and Users for Task assignments. With this hybrid approach, Milestones PM+ is ideal for internal projects and external projects with the flexibility to accommodate both.
Resource Assignment
Improve work organization and project progress with Milestones PM+ Resource Assignments.
- Ensure Task assignments have a point of contact so project managers know who to check in with and coordinators know who to reach out to.
- Assuring every Task is covered reduces delays and errors while accelerating independent efforts not subject to other Tasks.
- Maintain security and accuracy by incorporating external participants on Projects when access isn’t required.*
- Make better assignment decisions with Resource insights.
- Improve quality based on Resource skills.
- Improve efficiency based on Resource availability.
Resource Allocation
Milestone PM+ Resource Finder is ideal if “Can the Resource…?” is more important than “Who’s the Resource?” Attribute skills, teams, and other distinctions to each Resource and use the Resource Finder to filter the most capable, available options for Task assignments.
Compare workloads and Task distributions with the Resource Gantt. Learn which Tasks and, by extension, Projects take up the most time from Resources and analyze their allocation to others. Easily reassign Tasks to restore balance and alleviate strain among teams.
Resource Alerts
Prevent unnecessary Project delays with Resource Alert solutions from Milestones PM+.
Use in conjunction with Salesforce’s native reminder system by syncing Project Tasks to Salesforce Tasks, which then can sync to Microsoft Outlook and Gmail.
Automatically or on an individual basis, Project Resource communications are easily customizable with Milestones PM+.
