Project Management Tool - PMT

by Salesforce LabsSalesforceFree

Manage project portfolios, resources, phases, tasks, and issues within Salesforce Platform.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
Project Management Tool - PMT — screenshot from the Salesforce AppExchange listing

What it does

The application organizes projects through programs, phases, and tasks, with a global view of project portfolios and resources. It supports record creation and updates, reminders, notifications, issue tracking, resource allocation, reports, dashboards, mobile access, templates, and Gantt charts. Templates can create projects with tasks distributed according to selected durations and schedules. Issues, risks, and bugs can be escalated through Cases, with upcoming tasks and key decisions tracked in the project.

Key capabilities

from the Salesforce AppExchange listing

Portfolio overview

Provides a global view of project portfolios, projects, and project resources.

Project templates

Creates projects from templates with tasks distributed according to selected durations and schedules.

Task management

Supports mass creation and updating of records, along with tracking upcoming tasks and key decisions.

Issue tracking

Tracks and escalates issues, risks, and bugs through Cases.

Resource allocation

Records resource allocation and availability.

Reports and dashboards

Provides real-time reports and dashboards for project monitoring.

Gantt charts

Displays project timelines through Gantt charts.

Mobile access

Provides a mobile-ready project management experience.

Use cases

  • Supports large, cross-functional, multi-year projects.
  • Provides embedded collaboration for projects involving multiple teams and regions.

How it compares

Workbridge PMT Plus combines planning, scheduling, task assignments, and progress tracking within Salesforce, while PMT also includes resource allocation, Case-based issue management, templates, and Gantt charts. Inspire Planner lists time tracking, time sheets, Kanban boards, and Agile backlogs, while Mission Control lists Kanban boards, financials, revenue recognition, and billing; PMT's description instead lists resource availability, issue tracking, reports, dashboards, and mobile access.

NamePricingDeploymentUpdated
Project Management Tool - PMTthis pluginFreeCloud
Workbridge PMT PlusFreemiumCloud

In the catalog

71 plugins in Salesforce Platform · Project Management

Price distribution: 26 free, 4 freemium, 41 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«The Project Management Tool provides a global view of your project portfolio to better manage and monitor projects, and project resources. PMT is an application built on the Salesforce platform that facilitates project organization through programs, phases, and tasks. Core project management features include: * mass …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified