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Workbridge PMT Plus
Effortless Project Management: Plan, Track, and Succeed with PMT Plus
Overview
The WorkBridge PMT Plus app is a Salesforce-native solution designed to simplify and optimize repeatable internal project management. It seamlessly integrates planning, scheduling, task assignment, and progress tracking within the Salesforce platform.
Enhanced Project Structuring: Organize projects effortlessly with support for complex workflows, including programs, phases, and tasks.
Upgraded and User-Friendly: PMT Plus builds on the original PMT app with enhanced features and a modernized interface. Enjoy a more powerful project mgt experience with full support, including admin support, best practice guidance, and in-depth training
Seamless Salesforce Integration: Built natively on Salesforce, PMT Plus integrates smoothly with your existing workflows for a unified project management experience.
Real-Time Insights: Access comprehensive dashboards and reports to monitor project progress, resource utilization, and performance metrics in real-time.
PMT Plus is a Salesforce-native application crafted to optimize project management by uniting planning, scheduling, task assignments, and progress tracking—all within the Salesforce platform. We’ve upgraded and modernized the original Salesforce Labs PMT application to create PMT Plus—a more powerful and user-friendly project management solution. With PMT Plus, you’ll receive full support, including admin assistance, best practices, and comp Key Features: • Project Structuring: Organize projects into programs, phases, and tasks to support complex workflows. • Resource Management: Allocate and monitor resources effectively, managing availability and assignments. • Gantt Chart Visualization: Visualize timelines and dependencies through Gantt charts for better planning. • Templates: Access reusable templates for streamlined project setup. • Collaboration Tools: Use Salesforce Chatter for team communication and document sharing. • Reporting and Dashboards: Gain real-time insights on project status, resource utilization, and performance. The PMT Plus package is designed to adapt to specific business needs and integrates seamlessly with your existing Salesforce workflows.
Categories
- Business Needs
- Customer ServiceProcess ManagementProject Management
- Personas
- Business Operations ManagerBusiness UserService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile