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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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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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 […]

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