PK4 Projects & Time | Best Native Salesforce Time Tracking & Project Management

Highlights

• ➤How do I unify project management, time tracking, and invoicing?
  PK4 Projects and Time unifies your project oversight and resource data. Govern your projects and capture every billable hour in one place. From planning to execution to billing, integrated!
• ➤ How can I deliver projects on time and within budget?
  Focus on on-time, on-budget project delivery. The platform is designed to enhance Predictability and Risk Mitigation. AI-powered project wizard helps with risk evaluation and task planning.
• ➤ How do I track time in Salesforce?
  PK4 offers users flexibility with 5 different ways to track time in Salesforce. Use Live, Automatic, and Manual Timers. Simplify time capture with easy timesheets for daily/weekly entry. Track time to any object.
• ➤ How do I optimize and track resources?
  Allocate resources quickly and easily for projects and tasks. Assign work based on skills, capabilities, and resource capacity. Forecast capacity based on your project pipelines.
• ➤ How can I use Salesforce for all project and time data?
  PK4 ensures a single source of truth for all project and time data. All time data is securely synced to Salesforce, wherever it is entered.
• ➤ How can I bring in time from other systems?
  Deep integration with Jira and Slack enables you to track hours worked directly in Salesforce. Push hours worked and invoices to QuickBooks, Xero, or Certinia.
• ➤ Can I track time on multiple platforms?
  Let your users track time wherever they normally work. This includes inside Salesforce, on the Experience Cloud, on a mobile app, within a Web app, Chrome Extension, Jira, or Slack.
• ➤ Can I get automated invoicing based on time tracked?
  Could you set up invoicing at your frequency based on time worked? Invoices are auto-generated for quicker turnaround. Keep your cashflow engine humming.
• ➤ Can I integrate Expense and PTO tracking?
  Make it easy for your employees to add Expenses for Projects. Set up simple, fast PTO requests. Easy for supervisors and managers to Approve Expenses and PTO.

What PK4 Projects & Time | Best Native Salesforce Time Tracking & Project Management does

From Work to Revenue in One Click

PK4 Projects & Time is a 100% native Salesforce time tracking and project management app for professional services teams. Unify project management, timesheets, resource planning, and invoicing in one Salesforce platform to eliminate data silos and gain real-time visibility from hours logged to revenue billed.

Core Project Management & Time Tracking Capabilities

✔ Project Management & Governance

Plan and deliver projects with real-time visibility. AI-powered wizard for fast project planning.

✔ Skills-Based Resource Planning

Capture user skills and certifications to assign the right resources to the right projects.

✔ Flexible Time Tracking

Track time against Salesforce objects from anywhere — Service Console, case timers, field teams, remote teams, PTO, and expenses.

✔ Time, Billing & Financial Integration

Automatically generate invoices from approved timesheets and sync time data with payroll, accounting, & Certinia labor costs.

✔ Approvals & Operational Control

Streamline approvals for time, PTO, and expenses to maintain accuracy and governance.

With AI-powered project management & time tracking, PK4 Projects & Time is the right choice!

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