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 […]

Read more »

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 […]

Read more »

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 […]

Read more »
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 […]

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, […]

Read more »

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 […]

Read more »

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 […]

Read more »

Executive dashboards for key service operating metrics

Executive management time is extremely valuable.  For many service companies, it is difficult for management to see how well the business is performing, as key operating information is scattered amongst silo’s of applications.

Project Pulse provides support for the entire customer lifecycle operations for companies that derive revenue from delivery of services, including sales, service delivery, resource management, financials, billing and invoicing.  Being a 100% native application, all of your key information is contained with the Salesforce database which makes reporting easy and quick to implement.  This rich amount of information can be used to create executive level reports and dashboards […]

Read more »

Accounting for indirect project costs

Project Pulse has powerful financial capabilities for revenue forecasting and revenue recognition (reporting).  Some of our customers like to include indirect costs such as employee benefits or overhead as a percentage of labor costs in their financial calculations.  When creating your projects, set the value of the Indirect Cost Rate field value to account for indirect costs.  The default value is 1.0   If your indirect costs average 15%, then set this value to 1.15

The effect of doing so will be to increase your labor cost calculations by this percentage, which makes the net revenue calculation more accurate.


Read more »

Leverage baselining to increase project estimating accuracy

Project Pulse contains powerful baselining functionality which can be used to increase the accuracy of estimating future project efforts.  Once the project is ready for execution, the project can be baselined which will store the current values of estimated hours, task durations and costs.  Project Pulse has baseline fields not only at the project level, but also for project phases and tasks.  This provides a rich amount of information that can be used to historically compare project performance at any of these levels, within and across project teams.

For example, we might find that a certain type of project is always […]

Read more »