PSA PROJECT MANAGEMENT

When projects get social, project management gets easy

Constant communication is critical to the success of every project. Social collaboration puts the customer at the center of the action and fosters cooperation among team members and partners — increasing efficiency and bringing tangible value to your clients.

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GUIDED TOUR

Professional Services Automation: Project Management

Click the opportunity. Create the project.

Success starts with the handoff from sales. Kick off the project smart, fast, and with a seamless transition.

One click to create the project from the opportunity — with all relevant information included
Leverage sophisticated project templates to save time, ensure a consistent delivery methodology and set the project up for success
Get traceability from the customer to the opportunity to the project all in one place with PSA project management in salesforce

From the simple to most complex

SERVICE DELIVERY: One size does not fit all. But one platform does — one that supports simple projects through to comprehensive work breakdown structures.

Role-based workspaces give managers personalized views of their projects
Automate robust workflows to match complex projects
Leverage project templates to ensure a repeatable experience for customers
Assign resources to a project, or at task level, with detailed WBS support

Let’s get visual

GANTT: Gantt solutions with embedded analytics provide the deep visibility necessary to determine where to change or concentrate resources on any given project and limit project overruns.

Interactive Gantt for project lets you visualize the plan, dependencies and timelines
Embedded project burnup analytics predicts when contracts might exceed hours or budget commitments
Search and filter to avoid information overload
Drill down to individual resource schedules and drag and drop assignments
Respond to change in a drag and drop visual view

2021 PROFESSIONAL SERVICES MATURITY™ BENCHMARK REPORT