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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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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