All the magic of Milestones PM, except now, you have the ability to clone any existing project into a new project with the same Milestones, Tasks, and Timelines.
With the combination of Process Builder and Flow, any Closed Won Opportunity with a "Clone from Project" and "Kickoff Date" values will spin up a brand new project. The new project will begin on the designated kickoff date, and include all of the same Milestones and Tasks from the source Project.
This makes it possible to build a catalog of Project templates, and effortless to repurpose past project definitions for future work.
Enjoy!
Milestones PM is a native Force.com app designed to help you track and manage your projects and tasks. Milestones PM has a simple interface, Chatter integration and detailed reporting capabilities.
Milestones PM includes:
- rich data model
- reports and dashboards
- project summary screen
- Gantt chart with task / milestone drag functionality
- one line task creation
- email integration with comment threading and attachment handling
- template creation, export and import
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- deep project cloning for repeat work
Note: this app is unsupported. if you are interested in a commercial, fully supported app, check out Milestones PM+ from Passage Technology: http://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uYYMEA2
Attn: Admins -- Milestones PM is a great app for managing changes to your Salesforce configuration.