Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Cloud Coach - Project Portfolio Management (PPM) for the Enterprise
Project Portfolio Management (PPM & PMO) 100% native to Salesforce
- Business Need
- Project Management
- Requires
- None
Control your end to end PPM process from demand intake through to project outcomes in one place, with: - Strategic Goals & KPI's - Demand intake - Scoring and Prioritization - Project Execution / PMO - Portfolio Status - Dashboard Analytics


Watch Video


Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Salesforce Editions
- EnterpriseUnlimitedForce.com
App Details
- Version
- Cloud Coach Enterprise - PPM/Cloud Coach Enterprise - PPM 2.106.0
- Listed On
- 11/03/2013
- Latest Release
- 12/23/2022
- Supported 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesSalesforce ShieldManaged Package
- Package ContentsIf 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: 10Custom Tabs: 11Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Cloud Coach - Project Portfolio Management, provides you with all the tools you need to run your PMO effectively, including: ORGANIZATIONAL STRATEGY ✔ Strategic Goals & KPI's ✔ Business Unit's & Functional Areas ✔ Portfolios & Programs DEMAND INTAKE ✔ Ideas ✔ Business Requests ✔ Investment Pipeline ✔ Stage Gate / Phase Gate PRIORITIZATION ✔ Costs ✔ Benefits ✔ Risks ✔ Scorecards RESOURCES ✔ FTE's by Skill / Role ✔ Forecasts ✔ Capacity EXECUTION ✔ Project Templates & Charters ✔ Gantt Charts ✔ Task Assignments & Notifications ✔ Resource Load & Capacity ✔ Risks, Issues, Change Requests ✔ Document Management ✔ Time Tracking & Time Sheets ✔ Project Financials & Approvals ✔ Multi Currency Support RESULTS ✔ PMO Project View ✔ Cross Project Views ✔ Project Profitability KPI Reporting
Need help?
Cloud Coach
Global Offices
STANDARD Support Online support with typically <1 business day response time PREMIUM Support Available for additional cost