Expert Results With Salesforce Project Management App

Expert Results with Salesforce Project Management App

Project Lifecycle Pro (PLP) is a Salesforce project management app enabling the planning, management and reporting of a company’s projects through the entire project life cycle. PLP supports the people, process, and technology aspects of a project.

Free Test Drive Installation Instructions

Project Dashboard

Project Data


Pay a single site-based license to encourage broad use, collaboration and visibility throughout your entire company at an affordable price. Other apps with per-seat licenses require anyone just viewing project data to buy a license. This can get expensive fast, and defeats the purpose of having a consolidated view to all your project data.


Give users specific access: open submission of project ideas, public vs. confidential projects, read-only vs. edit access, project manager vs. team member data, and separate control of access to financial data. If you’re going to consolidate your project data, you need advanced control of access to the data.

Have a project that is going to result in some labor reductions? Then you want to limit visibility to the labor reduction estimates.

Exploring an acquisition or spinning off a subsidiary? Then you want to make the project confidential and limit access to a small group of people.

Have a large performance improvement program? Then you want to make all the project’s visible to the company, but may want to limit financial details to the individual team members. Click a single box and the project is public: everyone in the company has read-only access but cannot view financial data. Some apps would require maintaining a project access list for every project.


Plan at three levels: program, project and release. View project impacts by system and department. Once you have all of your project data in a database you can slice and dice the data anyway you want. Enter a project cost or benefit once and roll it up to a specific release, or to the overall project or program budgets.

Enter a project’s change impacts once and associate them to a release and impacted departments. Now department managers can view all upcoming changes to their department across all projects. Now training departments can plan required training.

Associate projects to the impacted computer systems and now the CIO or IT managers can see all requirements and releases impacting a specific computer system.


Give management comprehensive consolidated views to all their relevant projects through role specific dashboards: sponsor, product owner and project manager. Assign the CEO as a sponsor to several projects and now their sponsor dashboard automatically shows them all the relevant data for all the projects where they are the sponsor. No need to manually maintain the list of projects included in the dashboard as projects start or end.

Don’t like the dashboards we’ve built? Then customize them any way you wish! Or build new ones without any coding!

A comprehensive list of useful project management reports come with Project Lifecycle Pro out of the box. Need a customized report? Then modify the standard report without any coding! Need an entirely new report? Comprehensive report views are already built for each custom data object, allowing you to build new reports without any coding!


Instantly generate labor estimates based upon standard deliverables. Standard estimates can be overwritten manually. You setup standard labor estimates for common project components, like a simple report takes 1 hour to design, 2 hours to build and 1 hour to test. Based on project requirements you inventory the number of components that need to be delivered and you have an instant labor estimate.

Don’t like the standard project components that come out-of-the-box? Define your own components and assign your own labor estimates, all without any coding!

Don’t agree with the standard labor estimate for a specific component? Click a button and manually override it. Keep the standard labor estimate for other components.

Roll up the labor estimates to the project and release levels, so you can plan your staffing requirements.


Automatically roll up financial costs and benefits to the release, project and program levels. Or, select not to roll up financials on a case-by-case basis. Enter a cost or benefit line item once and it will roll up to the different levels.

Is the project just starting up and your rolled up cost estimate is incomplete because you haven’t identified all detailed line items? Turn off the roll up feature and enter your own manual cost estimate. You can turn on the roll up at a later date. For example, your approved budget is $500K but your cost estimates sum to $425K. You aren’t ready to give up the $75K in budget, so you override the roll up and enter $500K.


Plan training and communication by identifying impacts of changes included in a release, and mapping them to impacted stakeholder groups with mitigation plans. Managers can see all upcoming changes for their group across all projects.

Project requirements and the components to be built are assigned to a project release date. Capture the resulting changes as change management impacts that will require training or communication. Associate each change management impact to the multiple groups that will be impacted. You now have a list of groups that will require training or communication by release date. Managers can also now see all the changes impacting their groups across all projects.


Manage system upgrades and licensing costs/renewals in a systems inventory tool. The systems inventory was created so project requirements and components could be grouped by system. But it also allows IT to record basic system information such as, installed version number, last update date. Multiple licenses can also be associated to each system with details such as: expiration date, total seats, annual cost and license keys.

Need additional information captured about systems and licenses? Add the additional data fields in minutes without any coding!


Give project managers visibility to all inter-project dependencies. Automatically alerts project managers when a dependency is created against their project. Automatically alerts project managers when a dependency delivery date slips.

Project managers always struggle to communicate and maintain dependencies between projects. Project Lifecycle Pro creates a single dependency milestone which is accessible by both the supplying project manager and the dependent project manager. This gives the project manager visibility to all the project’s which have dependencies against their projects. This allows the supplying project manager to update the planned dependency delivery date, and automatically notify all impacted projects of the change.


If you are an existing Salesforce customer you know how easy it is to customize your data without coding. Project Lifecycle Pro was built to ensure it would provide all the benefits of a managed cloud app, while retaining the flexibility to customize.

  • You can add custom data fields to all the custom objects.
  • The automated rollup features can be modified to support any additional data.
  • Comprehensive report views have been built for every custom object, so that end users can build their own reports and dashboards without having to request a new report view.
  • You can create custom project record types with unique project stages and dropdown lists.
  • You specify the standard project components and associated labor standards.
  • You can create custom page layouts and list views of the project data.
  • You can create custom automated workflows using Salesforce’s no-code Flow solution.
Get an overview of Project Lifecycle Pro!

Who Should Explore Project Lifecycle Pro?

If you answer ‘Yes’ to most of the questions below, you will benefit from exploring Project Lifecycle Pro.

  • Are you an existing Salesforce customer?
  • Are you interested in building custom solutions using Salesforce’s no-code cloud platform?
  • Do you want to leverage your existing Salesforce licenses for more than just Sales and Marketing?
  • Are you currently struggling to get consolidated management views of your active projects?
  • Are you struggling to implement a standard project management process?
  • Do your projects require custom processes and information capture, yet you want to avoid custom coding?
  • Do you want to be able to automate your project management process without having to code?
  • Are you finding costs prohibitive with other software to provide company-wide access to your project data?

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