Milestones PM+: The Original Free Project Management App

Highlights

• RISK-FREE PROJECT MANAGEMENT FOR ALL SALESFORCE CLOUDS
  ✓ Free for up to 5 users. ✓ Convenient per-user pricing for larger orgs. ☁ One project engine for every team: Sales Reps launch from Opps/Accounts; Support Agents from Cases; Marketing from Campaigns
• CREATE PROJECTS *YOUR WAY* ANYWHERE IN SALESFORCE…INSTANTLY
  ✓ No delays: Automate project creation with reusable templates in workflows ✓ No hassle: On any record from templates or step-by-step from scratch ✓ No inaccuracies: Related data auto-populates
• NEVER REBUILD THE SAME PROJECT TWICE
  ✓ Save hours on rollout: Turn projects/WBS into a template with preset fields or dynamic criteria ✓ Fits your methodology: Waterfall, agile, hybrid ✓ Bring existing work over: Import CSV, XML, MS Project, Milestones PM
• TURN CLOSED-WON DEALS INTO RUNNING PROJECTS
  ✓ Be consistent: Auto-select project templates by Account/Opp industry or product; set project Start Date from Opp Closed Date. ✓ On-demand or hands-off: one-click Instant Create or fully automate with Flow.
• SHARE SECURELY WITH CLIENTS AND CONSULTANTS — WITHOUT EXTRA LICENSES
  ✓ Effortlessly inform stakeholders: email directly from the project or export charts to PDF. ✓ Self-service portal access lets non-user contacts view projects and update their own tasks.
• AT-A-GLANCE PROJECT HEALTH: FROM TASK TO PORTFOLIO
  ✓ Quickly spot issues that need attention with progress charts across milestones, projects, programs, and portfolios. ✓ Make faster decisions with reports & dashboards surfacing the KPIs that matter most.
• SALES CLOUD: PROJECTS AND TASKS FROM DEAL TO DELIVERY
  ☁ Never drop a follow-up with a true-view calendar: Milestones PM+ records sync with the Salesforce Calendar, so sales reps can set project-related reminders alongside their Task/Event notifications.
• SERVICE CLOUD PROJECTS & TASK BOARDS
  ☁ Meet SLAs faster, improve KPIs: Launch projects right from the Case — no context-switching, no re-entry. ☁ Prioritized operations, faster resolution: Kanban task boards turn case-driven work into a clear roadmap.
• 100% SALESFORCE-NATIVE PROJECT MANAGEMENT FOR ANY INDUSTRY
  ☁ Financial services: Portfolio & expense records alongside customer data ☁ Healthcare: Internal projects compatible with patient records ☁ Manufacturing: Product development & routine assessments

What Milestones PM+: The Original Free Project Management App does

BUILT ON SALESFORCE TRUST: Passage Technology partnered with Salesforce in 2012 to deliver a managed version of Salesforce Labs app Milestones PM, and continues improving its legacy with Milestones PM+®.

Stay on schedule: Scheduling accounts for weekends/holidays with automatic date-shift cascading. Map dependencies — parent/child, predecessor/successor, sub-tasks, approvals. Sync activities/events/tasks with reminder alerts. See status via calendar and summary views.

Control cost and risk early: Track budgets/expenses so overruns surface before invoicing. Log issues and document risks before they escalate.

Know who's doing what: Plan resources by skills, capacity, utilization. Track time on any object with approvals and billable/non-billable hours. To-do checklists, task timers, and assignment emails keep everyone organized and in the loop.

Move work forward, not paperwork: Create projects from Opportunities, Cases, or any record in one click. Build custom project types and reusable templates once, reuse always. Import from Milestones PM, CSV, or XML. Share progress via status charts.

Get running faster: Starter Pack services available for expert setup and training.

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