Salesforce Labs- Project Management Tool

Free. Open Source. Solutions by Salesforce Employees.
Salesforce Labs is an internal program that brings free solutions to the AppExchange, all brought to you by Salesforce Employees.
With the Salesforce Project Management Tracking Tool, you can effectively manage your team’s tasks and projects. Equipped with embedded analytics, case functionality, and live status updates, organizations can bring their vision to life from design to reality for free. Boost productivity while maintaining a systematic action plan, enabling you to coordinate your vision without the pressure. Now available on AppExchange: sforce.co/3r2GXX3
Embedded analytics allow you to easily generate reports and get real-time insights for your entire portfolio
Obtain an overview of risks and issues with Case Functionality
Track project status, resources, and important key milestones
Salesforce Project Management Tracking Tool
Available now on AppExchange: sforce.co/3r2GXX3
Explore the 20+ project management solutions on AppExchange sforce.co/2HfFZ8f

[@jyothimakam9343]

Wanted to know whether this App got released if yes what is the name of the app. Thanks

[@Miguel-kt2xz]

Hello
Is there a way to connect an opportunity to the project?
just to have the full flow from lead to opp to quote to order and then create the project. If later extra quotes/orders are necessary can we add them?
thank you!

[@AppExchangeTV]

Hi there! The team behind PMT has set up an email account where you can bring your inquiries to. You can reach them at [e-mail]

[@SenthilSivaram]

The "PMT Project Portfolio" analytics app not getting installed on Salesforce Org when we install the PMT package.

[@albertosr31]

Hi, it is located in the Panels section

[@tw4943]

Is there a Gantt chart view or a Kanban view for this?

[@AppExchangeTV]

Hi there! PMT was updated earlier this year to include Gantt charts. You can learn more by exploring the listing on AppExchange. appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Ddt95UAB&tab=d Hope this helps!

[@myrovlytistrust3939]

If we assign something in the app to someone else in the company it does not appear in their tasks. Am I missing something admin wise for this to happen? Thanks

[@AppExchangeTV]

Hi there! The sharing settings for a project are automatically set to private by default. More info can be found in the Admin guide, under the Resources and Documentation section: appexchange.salesforce.com/listingDetail?listingId=a0N4V00000Ddt95UAB&tab=d

[@Tecos198]

What type of profile need to use it? Standard Platform One App User? my company rol is PM

[@AppExchangeTV]

Hi Hector, PMT has three custom permission sets for you to assign to specific users. (PMT Global Admin, PMT Resource Planner, and PMT User.) Each permission set provides access to different elements of the solution according to the user's needs. As a PM, you may find the PMT resource Planner perm most helpful. We hope this answers your question.

[@nicolelozano9370]

I don't see any opportunity for users to track time with this app. Is that correct? If not, what's recommended for time tracking and integration withe Salesforce Labs Project Management Tool?

[@AppExchangeTV]

Hi Nicole, PMT tracks progress through project completion, rather than time. However, users can also see basic project start/end dates on their project summary pages. The Milestones List feature also provides users a quick list of tasks and deadlines. If you feel these are not adequate, we'd be more than happy to pass your feedback along to the builders, and see if they can incorporate time tracking into a future release.

[@lindaflower7001]

@@AppExchangeTV did this get added?

[@manieshpotdaar6009]

any user documentation to customize and use PMT?

[@AppExchangeTV]

Hi Maniesh, you can find PMT's user guide here: appexchange.salesforce.com/partners/servlet/servlet.FileDownload?file=00P4V00000qOlK2UAK
The solution is also available for customization on the Salesforce Labs Github repo, which can be accessed here: github.com/SalesforceLabs/ProjectManagementTool
Appy Exploring!

@@AppExchangeTV User guide error not found :/

[@AppExchangeTV]

Hi @ ! The documentation link was updated due to the new release. You can find the new User Guide here, under the Resources and Documentation section: appexchange.salesforce.com/listingDetail?listingId=a0N4V00000Ddt95UAB&tab=d

[@isaacG7900]

Any users use this in 2025? Looking for a new tool that is integrated within salesforce