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Project Lifecycle Pro - A Ready-Made Project Object

Save time building your Salesforce project management soluton.

Overview

Building your own project object? Save lots of time with this ready-made project and supporting objects. Store all your project data in one location to facilitate executive visibility, business goal alignment, automation and collaboration.

See How Project Lifecycle Pro - A Ready-Made Project Object Works

EXECUTIVE VISBILITY TO EVERY PROJECT All of your project data in a single location to facilitate executive dashboards, automation and collaboration. Advanced access controls allow even highly-confidential projects to be stored in Project Lifecycle Pro.
ALIGNMENT TO BUSINESS GOALS A business case for every project, with line item benefits and costs. Summation of the benefits and costs to programs and portfolios.
EXECUTIVE APPROVAL ROUTINGS Automated routing of the project for executive approval at the completion of each stage. Ensures the project is still aligned to business goals.
RESOURCE CAPACITY PLANNING Allocate company employees/resources to projects and then view total allocation across all the projects.
ORGANIZATIONAL CAPACITY PLANNING Consolidated view of all projects' organizational impact by department and date. Ensure the number of project changes aren't going to overwhelm a department's capacity for training and change.
CONSOLIDATED TASK ASSIGNMENTS Employees have a consolidated view of all their tasks across all projects and their personal to dos. Executives have a consolidated view of outstanding project tasks.
COLLABORATION ACROSS PROJECTS Define inter-project dependencies and communicate them to project management. Automatically generates alerts if key dependency dates change.
EXECUTIVE DECISION-MAKING Consolidated dashboards automatically filtered for the manager's scope of control. Track performance to budget, issues, risks, outstanding tasks, etc.
AUTOMATION AND AI With all the project data in one location, you can now easily automate your custom project management process with Flow and Agentforce.

Executive visibility and goal alignment for every project, with consolidated views of: • Business cases with benefits and costs. • Outstanding tasks. • Performance to budget. • Programs and portfolios. • Resource allocations. • Inter-project dependencies. • Organizational impacts. • Systems impact. • Highly-classified projects due to detailed access controls. • Risks and issues. • Project discussions/chats. For a full description see our webpage: https://projectlifecyclepro.com