Capabilities of Salesforce for Project Management

Learn more about some of the common business capabilities that are needed for the smooth running of Projects, Portfolios and PSA, including functions, best practices & KPI's along with how those capabilities might map to your Salesforce instance.

Learn more about some of the common business capabilities that are needed for the smooth running of Projects, Portfolios and PSA, including functions, best practices & KPI's along with how those capabilities might map to your Salesforce instance.

Methodologies

Methodologies Overview
Waterfall
Water-Scrum-Fall
Kanban
Agile / Scrum

PPM

PPM Overview
Portfolios & Programs
Strategic Goals
Demand Intake
Scenario Planning
Stage Gate
Scaled Agile Framework

Initiation

Initiation Overview
Goals
Scope
Stakeholders
Templates
Project Charter
One-off Projects
Automated Creation

Timelines

Timelines Overview
Gantt
WBS
Dependency
Critical Path
Kanban Board
User Story
Card
Checklists

Resources

Resources Overview
Skill Matrix & Capabilities
Assignments
Resource Load
Capacity Planning
Time Tracking

Documents

Documents Overview
Requirements
Meetings
Stakeholder Management
RACI
Artifacts
Audit Trail
Status Reports
Lessons Learned

Controls

Controls Overview
Risks
Issues
Assumptions
Dependencies
RAID
Change Requests
Defects/bugs
Punch List

Methodologies

Agile / Scrum
Kanban
Water-Scrum-Fall
Waterfall
Methodologies Overview

PPM

Scaled Agile Framework
Stage Gate
Scenario Planning
Demand Intake
Strategic Goals
Portfolios & Programs
PPM Overview

Initiation

Automated Creation
One-off Projects
Project Charter
Templates
Stakeholders
Scope
Goals
Initiation Overview

Timelines

Checklists
Card
User Story
Kanban Board
Critical Path
Dependency
WBS
Gantt
Timelines Overview

Resources

Time Tracking
Capacity Planning
Resource Load
Assignments
Skill Matrix & Capabilities
Resources Overview

Documents

Lessons Learned
Status Reports
Audit Trail
Artifacts
RACI
Stakeholder Management
Meetings
Requirements
Documents Overview

Controls

Punch List
Defects/bugs
Change Requests
RAID
Dependencies
Assumptions
Issues
Risks
Controls Overview

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