During my trip to Dreamforce in San Francisco, learned about a Portfolio Project Management tool that’s located within the Salesforce App Exchange. This tool is free and takes no time to download. As part of the features of the PPM, you have the ability to link Projects to Portfolios, as well as add resources, risk, costs, benefits, team members, and time records. For those who do not manage traditional projects, the Salesforce App Exchange also provides a tool called “Agile Accelerator” that helps plan and manage your backlog and sprints as well as collaborate with your team through the built-in Salesforce Chatter. Chatter is a feature that allows you to chat, share files and ideas with individuals or your team.
The pros to Salesforce as a PPM tool is that it’s very easy to implement. Most of the out of the box features is all that you need to manage your projects and portfolios. Reports are easy to create and you can also develop default dashboards (example above) for team members or managers. Reports can also be schedule to send to users.
The cons is that it does not include any standard workflows or approval processes. If you’re an administrator or have their Premier Success Support, you can probably develop that in no time, but for a newbie, it’s going to take some education. Also, for every person that needs to be apart of the PPM tool, you will have to purchase a separate license for each one of them. Reports are not fully customizable and may require additional costs as well.
Overall, I give Salesforce an 8.7 as a PPM tool. Even though it’s quite customizable, that can end up being very costly in having to hire a consultant or internal resource to customize. Also depending on the number of people in your organization who need access to the tool, you may also obtain much cost for licenses.