Work Management & Project Management for Salesforce

by DevSamuraiSalesforceFreemium

Plan resources and projects, assign work, track time, and manage workloads in Salesforce.

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PRICINGFreemium
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
Work Management & Project Management for Salesforce — screenshot from the Salesforce AppExchange listing

What it does

TeamBoard for Salesforce combines resource planning and project management in Salesforce. It provides table, Kanban, and resource scheduler views for allocating team resources. Project managers can assign tasks and projects, track project hours, and manage timesheet approvals. It also supports workload monitoring and project reporting.

Key capabilities

from the Salesforce AppExchange listing

Resource planning

Shows resource availability and utilization for planning purposes.

Project views

Provides table, Kanban, and resource scheduler views for work and portfolio project management.

Task assignment

Supports assigning tasks and projects to team members through drag-and-drop functionality.

Capacity planning

Provides a view of resource capacity and utilization.

Time tracking

Tracks project hours and supports timesheet approval workflows.

Workload monitoring

Monitors workloads through a Working Capacity Scheme.

Project reports

Creates reports about project activities for performance analysis and communicating results.

Use cases

  • Project managers can use the resource scheduler to allocate team members across projects.
  • Teams can use project reports to analyze performance and communicate project results.

Who it's for

Project managers and teams managing resources, projects, workloads, and timesheets.

How it compares

TeamBoard combines resource planning, capacity planning, time tracking, timesheet approvals, workload monitoring, and project reports. Agile Planner focuses on project and release planning, execution, and product backlogs connected to sprints. Leankor focuses on visual work and project management with project alerts, summaries, and dashboards.

NamePricingDeploymentUpdated
Work Management & Project Management for Salesforcethis pluginFreemiumCloud
Agile PlannerPaidCloud
connectedPaidCloud

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
Freemium

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What the vendor says

«TeamBoard for Salesforce is an all-in-one solution for Resource Planning and Project Management. It provides the ability to see and plan the big picture of resource availability and utilization. This solution also supports project managers in managing teams effectively and offers insights into their projects. Let’s …»

Official marketplace listing

Publisher
DevSamurai
Updated on marketplace
Facts verified