Manage Every Project, Installation & Execution Activity from One Platform
Convert awarded tenders, confirmed orders, make-to-order requirements, OEM contracts, and implementation projects into structured execution plans with milestones, tasks, resources, timelines, budgets, approvals, and real-time project visibility.
- 1.Opportunity Won
- 2.Order Confirmed
- 3.Project Created
- 4.Planning
- 5.Resource Allocation
- 6.Execution
- 7.Installation
- 8.Customer Acceptance
- 9.Project Closure
Most Project Delays Start with Poor Visibility
Create Projects Automatically from Won Business
- Customer Information
- Order Details
- Products
- Quantities
- Delivery Commitments
- Payment Milestones
- Team Assignments
Plan Projects with Complete Control
- Phases
- Milestones
- Work Packages
- Tasks
- Sub-Tasks
- Dependencies
- Planned Start Date
- Planned End Date
- Estimated Effort
- Budget
- Resources
- Priority
- Project
- ├ Phase
- ├ Milestone
- ├ Task
- └ Subtask
Track Every Commitment with Precision
- Planned Date
- Actual Date
- Status
- Delays
- Dependencies
Ensure Nothing Falls Through the Cracks
- Tasks
- Checklists
- Internal Activities
- Site Activities
- Quality Activities
- Procurement Activities
- Customer Tasks
- Assigned User
- Due Date
- Status
- Priority
- Completion %
Allocate the Right Resources at the Right Time
- Project Managers
- Engineers
- Production Teams
- Installation Teams
- Field Service Engineers
- Quality Teams
- Vendors
- Contractors
- Availability
- Capacity
- Workload
- Utilization
- Skills
- Avoid over-allocation
- Improve planning
- Increase productivity
Control Costs Before They Impact Profitability
Keep All Project Documents in One Place
Manage Customer Installations with Complete Visibility
- 1Dispatch
- 2Installation
- 3Testing
- 4Commissioning
- 5Acceptance
Connect Office Teams and Field Teams
Keep Customers Informed Throughout the Project
- Customer Approvals
- Customer Feedback
- Customer Sign-Off
Link Project Progress to Revenue Realization
- 1Project Progress
- 2Milestone Completion
- 3Invoice
- 4Collection
- 5Revenue
Gain Complete Visibility Across Every Project
- • Active Projects
- • Project Value
- • Completion %
- • Completed Milestones
- • Delayed Milestones
- • Upcoming Milestones
- • Open Tasks
- • Overdue Tasks
- • Completed Tasks
- • Resource Utilization
- • Capacity
- • Availability
- • Budget
- • Actual Cost
- • Variance
- • Profitability
- • Installations Planned
- • Completed
- • Delayed
- • Milestones Due
- • Payments Received
- • Outstanding Payments
- • Customer Satisfaction
- • Project Status
- • Acceptance Status
Let AI Predict Risks Before They Become Delays
Surface delayed milestones, resource conflicts, budget overruns, installation risks, customer escalations and payment risks in real time.
- ⚠ Project likely to miss deadline by 7 days
- 🚨 Resource overallocated across 3 projects
- 📈 Project margin below expected threshold
- 🎯 Installation scheduled without required inventory
- 💰 Payment milestone overdue
Know Which Projects Generate the Highest Returns
Deliver Projects Faster, More Profitably & With Greater Control
Ready to Gain Complete Control Over Project Execution?
Manage planning, milestones, resources, installations, budgets, and project profitability from one Salesforce-native platform.
Frequently asked questions
Can projects be created automatically from orders and tenders?+
Yes. Projects are auto-created from awarded tenders, confirmed orders, OEM contracts, make-to-order opportunities, rental deployments, AMC contracts and implementation projects — inheriting customer, products, quantities, delivery commitments and payment milestones.
Can project milestones be tracked?+
Yes. The milestone timeline tracks planned vs actual dates, status, delays and dependencies across engineering, procurement, production, dispatch, installation, commissioning and customer acceptance.
Can installation teams be managed?+
Yes. Manage installation schedules, site readiness, engineer assignment, installation progress, testing, commissioning and customer sign-off — with mobile field app for site teams.
Can project budgets and costs be monitored?+
Yes. Track material, labor, travel, vendor, installation and service costs against budget — with planned vs actual variance and live profitability per project.
Can customers track project progress?+
Yes. The Customer Project Portal shows project status, milestones, deliverables, installation schedule and pending approvals — with feedback and sign-off capture.
Can project payment milestones be linked to execution?+
Yes. Advance, manufacturing completion, dispatch, installation and final acceptance payments are linked to milestone completion — triggering invoices and collection workflows.
Can AI predict project delays?+
Yes. The AI Project Advisor flags delayed milestones, resource conflicts, budget overruns, installation risks and payment risks before they impact delivery.
Can field teams update projects from mobile devices?+
Yes. Field engineers can check in/out, update tasks, upload photos, capture site reports, record customer sign-off and raise service requests from the mobile project execution app.
Can project profitability be measured?+
Yes. Track revenue, cost, gross margin, net margin, cost per project and revenue per project — with profitability dashboards per customer, product and team.
Can resources be planned and allocated across multiple projects?+
Yes. The Resource Allocation Dashboard manages availability, capacity, workload, utilization and skills across project managers, engineers, production, installation, quality, vendors and contractors.
Ready to Build a 360° Manufacturing Business View on Salesforce?
Manufacturing One connects sales, service, dealers, distributors, finance, field teams, assets, tenders, and AI operations in one platform.