5 Dreamforce Sessions the Project Pulse Team Can’t Wait For

Agenda Builder for Dreamforce went live last week, and our team couldn’t be more excited about this year’s lineup. There are over 2400 sessions and activities to choose from, not to mention plenty of opportunities to network and connect with fellow users.

The Project Pulse team reviewed the course offerings shortly after they were released to curate this list of can’t miss sessions:

1. Track and Move the Adoption Needle

This session will focus on strategies that help increase the value of Salesforce among users and impact the acceptance across the organization. One of the reasons we built our PSA 100% native to […]

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Project Pulse Summer ’16 Release Notes

Project Pulse Summer ’16 Release Notes

Welcome to the Summer 2016 Project Pulse Release Notes. The goal of this document is to provide descriptions of new and updated functionality as it relates to Project Pulse, Professional Services Automation.

Summer ’16 Upgrade Instructions:

Login to your Salesforce environment (if you are logging into your sandbox, please change the word “login” to “test” in the URL)

Configero strongly recommends installing the update in your Full Sandbox first, and verify that new functionality does not conflict with any org customizations.

Download the Summer ’16 Release of the Data Loader (install for all users*)
Obtain the packages for Project Pulse Core, and Project Pulse Financials […]

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Project Key Performance Indicators Customization

Project Pulse provides several KPIs at the project level to monitor the health of your projects. These key performance indicators include project hours, cost, revenue, schedule and time-tracking. These indicators are continuously computed by the application and displayed on the task list view as color-coded stoplights.

 

 

This post will explain the logic behind each indicator, and show you how you can customize the indicators and tweak the computations.

 

Indicators Custom Setting

Under the Salesforce Setup menu, Develop->Custom Settings, you will find the “Project Pulse Financials” Custom Setting. If you click on Manage, you are able to edit several fields that allow you to tweak the green/yellow/red […]

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Filtering Lookups

The Project Pulse framework allows for complex customizations. In this post we will cover the topic of customizing a lookup by adding some default filters in order to exclude non-interesting records.

We will use the Staff lookup as an example. Typically, when adding resources to a project, you don’t want to see inactive or users no longer available to assign. This is how you can exclude these staff records from lookups, but still have the option to see them if needed.

 

Step 1 – Create a Default Query Panel for the Staff Lookups

Go to the Query Panels tab (part of the Data […]

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Creating a Subscription Schedule

To add a monthly subscription revenue schedule to a project, follow these steps:

Make sure that the Project has the Subscription Record Type
In the Main Projects list view, highlight the project for which you want to create a revenue schedule

Click the edit button on the toolbar
Enter a value for the following fields:

Subscription Price

The total value of the contract (monthly charge * number of months) i.e.: $120,000

Subscription Months

The number of months for this subscription schedule i.e.: 6

Subscription Start Date: i.e.: 2/2/2015

When you want the subscription schedule to start

Save the project

Project Pulse will automatically generate individual records for each revenue schedule, for the […]

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Reporting on Financial Metrics

Reporting on Financial Metrics

Reporting and monitoring the financial health of your projects is very easy in Project Pulse.

First create a report of the type “Projects with Project Financials”

On the report editor, you want to make sure you add a filter for only the current month financials.

Now you want to add the Project Name, and any other columns from the Financials object that you want to monitor. For example, Current Revenue. See below for a table of all available metrics.

Next you want to group the report by Project Name, and Summarize your other fields.

Now save your report and run it. You can use this […]

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Project Pulse Winter ’16 Release Notes

Project Pulse Winter ’16 Release Notes

Welcome to the Winter 2016 Project Pulse Release Notes. The goal of this document is to provide descriptions of new and updated functionality as it relates to Project Pulse, Professional Services Automation.

Winter ’16 Upgrade Instructions:

Login to your Salesforce environment (if you are logging into your sandbox, please change the word “login” to “test” in the URL)

Configero strongly recommends installing the update in your Full Sandbox first, and verify that new functionality does not conflict with any org customizations.

Download the Winter ’16 Release of the Data Loader (install for all users*)
Obtain the packages for Project Pulse Core, and Project Pulse Financials […]

Read more »

The importance of process to increase service quality

After delivering 800+ Salesforce projects, the importance of having well defined processes for sales, service delivery, project management,  finance and  regularly scheduled executive steering committee meetings is critical to consistently delivering quality of service.  When good processes are in place and the various teams are trained on using them, efficiency goes up, management burden decreases and customer satisfaction increases because the overall delivery process can be explained to the customer, project dates and milestones can be tracked and honored, and each party to the engagement (customer, vendors and project staff ) all understand what is required of them.

In this blog post, […]

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Project Management Key Performance Indicators

Many of our customers have 100’s of projects in-flight during any given month.  As the number of concurrent projects increase, it becomes extremely difficult for project managers to ensure projects are being completed on time and very difficult for executive management to see how the portfolio of company business is performing.

Most PSA tools provide rudimentary formula fields for project status which do not provide real-time visibility into project performance.  What project managers need is a tool that reduces their workload so they can focus their efforts on ensuring quality of service delivery and managing customer expectations.

Instead of having project managers having to […]

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Real-time resource forecasting

What project managers really need is visibility into task completeness so they become aware of activities that are not likely to be completed on time.  Most PSA tools will tell you when tasks are late, but that is after the fact and does not provide any intelligence to the project manager to help them perform their role and keep the project on schedule

Project Pulse provides powerful resource management capabilities, including resource forecasting and resource utilization.  In this blog, we are going to focus on 1 aspect of resource forecasting with respect to managing the project schedule.

Project Pulse continuously recomputes future resource capacity […]

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