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Project Management System

By Credex Technology

Credex Project Management System

No Ratings
$120   USD/user/year

Discounts available for nonprofits

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Business Need
IT Management
Requires
Sales Cloud
Platform Cloud
Compatible With
Experience Cloud

PMS help to manage projects directly in Salesforce org by creating tasks, allocating material resources & assigning them to the team members. PMS app provides intuitive Dashboard for insights & friendly UI for better user experience

Compatibility

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

App Details

Version
PMS/Summer'23 PMS 1.2.0
Listed On
11/02/2023
Latest Release
11/02/2023
Supported Features
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.
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: 6
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 6
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.
1.2.0
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.
06/02/2023

Additional Details

1.Project Manager can create projects, teams & members using projects tab 2.Project Manager can assign members to the team and then team to the project 3.Project Manager can create phases within the project 4.Project Manager can create task, assign it to team members, measure its progress till completion (Progress Checker) 5.Dashboard displays Kanban view of each & every task assigned to the members 6.Team members can change their task status using user friendly drag & drop functionality 7.Team members can request for the material resources needed for the task completion 8.Project Manager or team member can attach Notes & Attachments within the project or task 9.Project Manager or team member can also Preview and Download the attached Notes & Attachments

Need help?

Credex Technology

San Ramon, California, USA

Other ResourcesTerms & Conditions