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Professional Services Automation 2009

By Salesforce Labs

Free  

Never requires payment

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Industries
Professional Services
Business Need
Project Management

Manage for your projects, resources, time & expenses for your professional services team. Increase project visibility. Gain insight into resource utilization and your skills/experience inventory. Facilitate collection of time & expenses.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
It is recommended that organizations review our standard feature Salesforce.com Content for knowledge/document management. Additionally, this application can also be used for collaboration with Salesforce.com Portals. Please review with your local AE.

App Details

Version
Professional Services Automation/1 1.0.0
Listed On
01/13/2010
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 8
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/13/2010

Additional Details

This application is used to manage project execution. Activities within the project are used to schedule tasks and calendar events. Milestones, progess reports, and issues provide essential visibility into project status. Time and expense reports are collected for projects and and other reporting purposes. Assignments are used for reserving team members based on knowledge and availability. Detailed profiles can be defined in the resources tab for internal and external resources. A consulting resume is a handy way to confirm an engagement with a client project manager. Finally, the documents tab is a great way to share consulting aids and best practices. Dashboards are available for managers and consultants. More reports and dashboards are soon to come. Note: If you upgrade to Enterprise Edition, workflow approval routes cans be leveraged for time, expenses and assignment approval business processes.

Need help?

Salesforce Labs

San Francisco, CA, USA

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