Professional Services Automation 2009 for Salesforce

This application is used to manage project execution. Activities within the project are used to schedule tasks and calendar events. Milestones, progess reports, and issues provide essential visibility into project status. Time and expense reports are collected for projects and and other reporting purposes.

Assignments are used for reserving team members based on knowledge and availability. Detailed profiles can be defined in the resources tab for internal and external resources. A consulting resume is a handy way to confirm an engagement with a client project manager. Finally, the documents tab is a great way to share consulting aids and best practices.

Dashboards are available for managers and consultants. More reports and dashboards are soon to come.

Note: If you upgrade to Enterprise Edition, workflow approval routes cans be leveraged for time, expenses and assignment approval business processes.