Detailed Review of Salesforce Project Management Tool (PMT)

Salesforce Project Management Tool (PMT) Being Precisely Reviewed by Japanese Scholar

Salesforce PMT is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Salesforce PMT is scored overall and for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes.

Summary of Findings

If you are looking for Salesforce’s equivalent to a scheduling tool like Microsoft Project or Primavera, PMT is not for you. PMT recently added a Gantt chart, but it is still buggy and lacks lots of basic scheduling functionality.

If you are a professional service organization (software development, consulting, accounting, engineering, etc.) wanting to manage your client projects, PMT is also not for you. You should search the Salesforce AppExchange for PSA tools to find the several apps dedicated to this industry.

Overall, Project Management Tool (PMT) has limited functionality. There are even three processes where PMT doesn’t have any functionality. The table below shows the coverage of each process as a percentage basis compared to full coverage.

PMT
Total Score25%
Communications Management9%
Cost Management0%
Integration Management55%
Procurement Management0%
Quality Management17%
Resource Management26%
Risk Management17%
Schedule Management28%
Scope Management44%
Stakeholder Management17%

Download Project Management Tool Evaluation Spreadsheet

Click here to add the Project Management Tool Excel spreadsheet to your basket and continue reading. Visit the basket page to complete the download.

Salesforce Project Management Tool (PMT) Pricing

PMT is free, however, it requires Service Cloud. If you need to purchase Service Cloud for PMT in addition to another Salesforce license, the minimum additional cost will be $300/yr/user. If your users are already on Service Cloud, then PMT is truly free.

Scoring Methodology

I’ve been evaluating all of the Salesforce project management software and sharing the results to help others save time in making an informed decision. I started the evaluation as marketing research for the Salesforce project management app I built: Project Lifecycle Pro. I’m doing my best to give a unbiased review, but I’ve attached the detailed Excel spreadsheet which you can use to perform your own analysis. Here are detailed instructions on how to use the spreadsheet to weight requirements and compare multiple software packages side-by-side.

I structured the analysis around the Project Management Institute’s (PMI)© project management process. This is outlined in the PM Book of Knowledge (PMBOK)©. First, I listed the project management processes and then the activities within each process. Finally, I developed a list of requirements related to each of the activities. The list of requirements is based upon my 30 years of project management experience and experience evaluating project management tools for clients. Of course, I’m sure I missed some requirements and welcome any suggestions.

I gave all processes and requirements equal weights, but you can adjust the scoring weights in the Excel spreadsheet to suit your needs. Each requirement was rated as either:

  • Yes – As Is – Meaning, the requirement is met with out-of-the-box functionality. This rating is awarded four point.
  • Yes – With Configuration – Meaning the requirement can be met with minimal configuration or no-code updates. Since, Salesforce is highly configurable I used this rating for simple things like changing picklist values, adding a field to an existing data object, creating a report, etc. This rating is awarded two points.
  • No – Not Available or Requires Customization – Meaning the requirement cannot be met without significant investment of time or money. I assigned this rating if custom coding would be required, or a new custom data object or a new custom flow. This rating is awarded zero points.

Finally, the scoring spreadsheet totaled the ratings by process to show how the apps compare by process. Therefore, you can assess the apps based on which processes are the most important to you.

Download Project Management Tool Evaluation Spreadsheet

Click here to download the Project Management Tool Excel spreadsheet.

Communications Management

The only Communications Management functionality Project Management Tool (PMT) has is the ability to communicate project status.

Cost Management

Project Management Tool (PMT) does not have any functionality for recording or tracking project costs.

Integration Management

Integration Management is the process of coordinating the overall project and the different project management processes. Project Management Tool (PMT) has fairly good functionality in this area. Basic project information is captured, along with scope and risks. Project issues can also be documented. Access to the projects is controlled by only granting access to the users assigned to the project. Projects can also be grouped into programs.

PMT’s gaps in integration management are primarily related to not supporting Agile project information like epics and themes. PMT also cannot record schedule baselines. PMT doesn’t support creating and routing change orders.

Procurement Management

Project Management Tool (PMT) does not have any significant procurement functionality.

Quality Management

Project Management Tool (PMT) does not have functionality for testing or quality control. It receives some points in the scoring because an acceptance criteria field could be added to the tasks.

Resource Management

Project Management Tool (PMT) has the ability to allocate resources to the project and can report these allocations using different time periods (weeks, months, quarters).

Risk Management

Project Management Tool (PMT) only has a single text field to record risks associated to the project. This prevents recording mitigation plans or assigning specific tasks to an individual risk.

Schedule Management

Project Management Tool (PMT) captures isolated tasks and can display them on a Gantt chart. This is about the extent of its scheduling capabilities. As of October 2023 the Gantt chart is pretty buggy. Tasks aren’t being displayed on the correct day in the Gantt. I was having difficulty changing tasks, duration, start or finish dates within the Gantt. PMT’s Gantt is also missing basic scheduling capabilities:

  • Doesn’t support dependencies between tasks.
  • Tasks cannot be scheduled using durations.
  • Tasks don’t capture labor.
  • Tasks can’t be arranged in chronological order.

PMT has a major flaw in that it uses a custom task object. That means that PMT tasks are stored separately from the standard Salesforce tasks. This means for a user to see all of their assigned tasks they must look in two different places: the Salesforce home page and the PMT dashboard.

Scope Management

Project Management Tool (PMT) only has a single text field to note scope of the project. It doesn’t have any capability to capture project requirements.

Stakeholder Management

The only stakeholder management functionality Project Management Tool (PMT) has is to record some key stakeholders such as ‘Owner’s Department’ and ‘Project Initiator’. It doesn’t have any functionality to support change management by identifying changes and the people who will be impacted.

In Conclusion

If you currently have Service Cloud licenses and you are looking for a very basic project management tool, then PMT may be a good option for you. If you don’t have Service Cloud or are looking for a fully functioning project management tool you should skip PMT. Please take a moment to research my app, Project Lifecycle Pro, at one of the links below.

Regards,

Brian

Additional References

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