All Inside Salesforce

PK4 Project & Time

✔️ Govern your portfolio
✔️ Optimize resources
✔️ Ensure project profitability

All powered by accurate time data within Salesforce.

 
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Why “Projects Driven by Time” Matters

In delivery-driven teams, time isn’t just tracked – it drives everything.

PK4 Project & Time makes your Salesforce org project-ready with time as the engine that powers planning, progress, and profitability.

Projects aren’t just timelines. They’re built on time spent, time saved, and time billed.
We help you harness it all.

 

How it works

Built for the Salesforce Ecosystem

If your teams run on Salesforce, your projects should too.

PK4 Project & Time transforms Salesforce into a complete delivery hub - where resource and skill management, task execution, time tracking, and invoicing work together in one native solution. No integrations. No data syncs. Just seamless project execution driven by time.

Snap. Set. Go

Use Project Wizard to snap your project into place or create it manually. Add task checklists upfront so quality isn’t an afterthought - it’s baked in from the start.

STEP 1

Track Time on Anything

Drag. Drop. Done. Log time on any Salesforce object - Cases, Tasks, Opportunities, or even custom records. If it exists, you can track it.

STEP 2

Assign Right Resources

Match tasks with precision - using skills, roles, availability, and certifications.

STEP 3
Feature Highlights

PK4 Project & Time brings projects, people, and time together

So every hour logged, every task completed, and every invoice sent is connected, clear, and accounted for.

What If Your Project Workspace Was Already in Salesforce?

Welcome to your new Project Hub – where agile, independent teams come together without leaving the CRM.

  • Spin up projects from Opportunities, Cases, or any custom object

  • Track milestones, assign tasks, and monitor burn in real time

  • Everything tied to your Salesforce records, reports, and workflows

No tab overload. No sync lag. Just one source of truth for everything.

Project Planning, Powered by AI (and Common Sense)

That’s the Project Wizard: AI-Powered Planning with a Human Touch

  • Auto-assign based on availability & skill

  • Predict timelines using real-time data

  • Let AI build your first plan draft – you take it from there

It’s like having an experienced PM sitting inside Salesforce — but faster and always on.

The Project Wizard doesn’t replace your expertise.
It just gets the groundwork done, so your team can hit the ground running.

Task Checklists – Keep Work Clear and Actionable

Break down tasks into step-by-step items your team can check off.

  • Add dynamic checklists to any task

  • Track progress within the task itself

  • Ensure nothing slips through the cracks

Perfect for repeatable workflows, QA steps, or onboarding tasks.

Work the Way You Like

Kanban. Gantt. Grid. Calendar. Card.
Whatever your style, we’ve got a view for that.

Shift Scheduling – Powered by Roles, Skills & Certifications

Smart scheduling for dynamic teams.

  • Manage complex shift rotations with drag-and-drop simplicity

  • Handle breaks, overlaps, and shift swaps without conflict

  • Assign team members based on roles, certifications, and skill sets

Everything you need to keep projects fully staffed, compliant, and on time – all inside Salesforce.

Time Tracking – Built Into the Flow of Work

Make every hour count – without chasing timesheets.

  • Log time live, manually, or auto-track

  • Submit daily, weekly, or bi-weekly timesheets

  • Track from Salesforce, Slack, Jira, Chrome, Mobile, or Experience Cloud

Time tracking your team will actually use – because it’s already where they work.

Timesheet Approvals – Simple and Accountable

Fast approvals without the back-and-forth.

  • Route entries through manager or project-based approvals

  • Review with full context, edit if needed

  • Keep an audit trail for every decision

No more delays, missed hours, or guesswork.

Invoicing – From Hours to Revenue in One Click

Turn approved time into billable value — instantly.

  • Auto-generate invoices from logged and approved hours

  • Apply custom rate cards, tax rules, and discounts

Billing that’s fast, accurate, and fully backed by data.

PTO & Expenses – Track Time Off and Expense Together

Manage time off and team spend — in the same workflow.

  • Monitor PTO balances, request & approve leave

  • Upload receipts and submit expense claims

  • Keep it all tied to the right projects

No extra apps, no disconnected data.

Plan, Schedule, and Monitor

Who Benefits And How

We built this for teams who live in Salesforce but struggle with project execution across functions. Here's how different industries win:

Professional Services / Consulting

For IT, Financial,Law and Management Consulting Firms

  • Streamlined onboarding & implementation flows
  • Track billable hours directly from tasks
  • Auto-generate invoices from project time
  • Impress clients with live progress dashboards
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Internal Teams

Internal PMOs, HR & Ops Teams

    • Manage onboarding, training, change management as structured projects

    • Use project templates and checklists for repeatable execution

    • Track internal time vs client-billable for capacity forecasting

    • Prove ROI on strategic initiatives

    Why it matters:
    You get measurable results from internal work — and finally make time tracking part of the culture, not a burden.

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Healthcare & Life Sciences

For Research, Pharma, and Healthcare Providers

  • Manage complex cross-departmental initiatives
  • Ensure compliance workflows through task dependencies
  • Keep audit trails, milestone logs, and approvals
  • Connect care coordination with operational delivery
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SaaS & Tech Companies

For Product, Engineering, and Customer Success Teams

  • Standardize customer onboarding & implementation
  • Align sales, delivery & support teams
  • Use templates to launch new client projects in seconds
  • Spot risk early with live delivery dashboards
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Manufacturing & Engineering

For Plant Managers, Engineering Leads & Floor Teams

  • Manage product delivery, installation, or servicing
  • Integrate with Salesforce Cases for service tickets
  • Plan resources across production and deployment
  • Track all client communications in one place
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PK4 Project Management in Salesforce – FAQ

Having your project management within Salesforce keeps everything — tasks, time logs, opportunities, and billing — in one connected system.
No more switching between spreadsheets, email, and third-party apps. You get real-time visibility across sales, delivery, and finance without data duplication.

 

Yes. You can easily differentiate between billable and non-billable time entries for accurate invoicing and internal reporting. Managers can filter, approve, and analyze hours right within Salesforce.

Absolutely. You can choose from multiple views — Gantt, Kanban (Card), Calendar, and Grid — to manage tasks the way your team prefers. Each view offers flexibility for planning, tracking progress, and adjusting timelines.

The Resource Management module provides visibility into each team member’s workload and availability.
You can quickly identify overbooked or underutilized resources and reassign tasks to maintain balanced workloads.

Yes. Projects can be auto-created from Salesforce Opportunities, Accounts, or Cases based on your business rules. This automation saves setup time and ensures every new client engagement starts with a consistent project template.

Once project time is approved, you can generate invoices directly from Salesforce — linked to Accounts or Opportunities.
You can also enable or disable invoicing for specific projects using the Invoicing toggle.

Yes. The built-in Chat component allows you to tag teammates using @username, keeping all project-related discussions tied to specific records. This helps avoid scattered communication and missing updates.

Definitely. Managers can approve or reject time entries directly from the Time Headers page or custom reports — making payroll, billing, and audits faster and more transparent.

Yes. Being Salesforce-native, you can customize fields, page layouts, reports, and approval flows — just like any other Salesforce object — without compromising security or integration.

All project, time, and invoice data is stored in Salesforce, maintaining a single source of truth for compliance, client audits, and billing reconciliation.

Most teams use Salesforce for sales but manage delivery separately — in tools like Excel, Asana, or Trello.
This creates data silos: tasks, hours, and invoices don’t sync with Opportunities or Accounts. As a result, leaders lack real-time visibility into project health, profitability, and resource utilization.

A native app keeps sales, delivery, and billing in one ecosystem.
You can turn an Opportunity into a project instantly, track billable time, assign resources, and generate invoices — all without leaving Salesforce.
This ensures data accuracy, faster reporting, and a complete 360° customer view.

Without built-in resource tracking, managers can’t see who’s overbooked or underutilized.
This leads to missed deadlines, uneven workloads, and employee burnout.
The Resource Management module in Salesforce gives you real-time workload dashboards and forecasting to prevent these issues.

The biggest challenge is disconnected reporting.
Native project management in Salesforce connects data across objects, enabling unified reports and dashboards showing:

  • Project profitability

  • Resource utilization

  • Billable vs. non-billable time

  • Revenue forecasts
    This helps leaders make data-driven decisions faster.

You can’t control what you can’t see.

Bring clarity to your projects, people, and profit - right inside Salesforce.

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