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Milestones PM+ Free Edition - Customizable Project Management

By Passage Technology

Cross-industry Project Management and Enhanced Task Boards for Salesforce

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Healthcare & Life Sciences
High Tech
Professional Services
Business Need
Project Management
Process Management
Time & Expense
Requires
Platform Cloud
Compatible With
Sales Cloud
Marketing Cloud Engagement
Financial Services Cloud

Native Project Management: portfolios, programs, risks/issues, expenses, reusable templates. Resource assignments, skills, allocation. Time tracking, entry approval. Cost, Hour budget planning. To-do list, Red Flags, Project Health. AI Data Cleanup.

  • Quick Overview (05:07)

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Marketing Cloud Engagement
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Milestones PM Plus/Milestones PM+ v18.0 18.0.0
Listed On
07/16/2012
Latest Release
05/14/2026
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile
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: 20
Custom Tabs: 24
Custom Apps: 2
Lightning Components
Global: 18
App Builder: 0
Community Builder: 0
Languages
English

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.
16.11.0
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.
09/03/2024

Additional Details

Passage Technology partnered with Salesforce in 2012 to provide a managed version of the Salesforce Labs app, Milestones PM, and continues supporting project management efforts with Milestones PM+®. •Portfolio, Program, Project, Milestone Gantt charts and Kanban boards •Reusable project templates •Custom project types •Task to-do checklist •Task timer •Log issues •Risk documentation •Budget; Expense tracking •Enhanced scheduling: set durations, weekends, holidays, non-working days; automatic date shift cascading •Dependencies: parent/child, predecessor/successor, sub-Tasks/sub-Milestones, approval processes •Status checks at-a-glance: Project calendar; Summary view •Import data from Milestones PM, CSV, XML files •Interactive Gantt chart: share, email, print, PDF •Resource planning & resource allocation: users/contacts, finder, skills, teams, capacity, utilization •Time tracking (on any object): time sheets, approval manager, non/billable hours •Assignment Notification emails •Activity (event/task) sync and reminder alerts •Create projects from Opportunities, Cases, any record (Project Creation button) •Quick start services available with Starter Packs

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Passage Technology

Lake Forest, Illinois, United States

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