Salesforce AppExchangeFrom Time Tracking to Full Project Power: Smarter Project Management in Salesforce with PK4
When many teams first discover PK4, they love how easy it makes time tracking inside Salesforce – simple, accurate, and secure. Managers get the visibility they need, while employees retain confidence that their logged time is handled with transparency and care.
But we also heard a bigger challenge: you needed more.
You asked for a way to not just track time, but to master the entire project lifecycle. With this release, we’re delivering a complete solution for project management in Salesforce. PK4 evolves into the unified platform that gives everyone the end-to-end automation, visibility, and control required to lead with confidence.
Why Project Management in Salesforce Matters
Most project teams still juggle multiple tools for time, tasks, and reporting. That leads to disconnected data, lost hours, and limited visibility.
PK4 eliminates that friction by enabling end-to-end project management in Salesforce — so your team can track time, manage resources, and deliver projects without leaving the CRM they already use every day.
What’s New in PK4 TimeTracker V 2.1
We have a whole lot of features that make project management in Salesforce smarter and more seamless than ever.
1. Project Wizard
Create complex projects in minutes. Enter a name and description, and PK4 uses AI to automatically generate tasks based on your description, assigning them to people based on team skills. You get risks, compliances and a whole lot more, all done based on our deep understanding of project management. AI – and HI 😀 – at its best!
2. My Projects Control Center
All your active projects in one place. Stay on top of progress, risks, and status updates. Create reusable templates from your projects, review risks and so on.
3. Flexible Project Views
Choose the view that fits your style of work: a Calendar, a Card (Kanban) view, the powerful Gantt view or a simple, fully-editable Grid.
5. Project Hub: One Workspace for Teams
The Project Hub in Salesforce brings everything together: tasks, assignments, checklists, and collaboration. Managers can assign work, users can log time, and teams can chat without leaving Salesforce. Great for smaller teams, smaller projects.
6. Smart Resource Management
Track workloads and team availability inside Salesforce. Prevent overbooking, balance assignments, and keep delivery on track. Watch capacity, figure out what skills to staff going forward.
7. Chat with @Mentions
Add chat to any Salesforce object. Mention teammates with @username to trigger Salesforce notifications and keep conversations linked to records.
8. Custom Time Reports
Approvers can now review and approve time entries directly from Time Headers — making time tracking and project management in Salesforce faster than ever.
9. Smarter Invoicing
Enable or disable invoicing with a single checkbox, and invoice directly from Accounts and Opportunities.
Fixes That Make a Difference
This update also improves daily workflows:
- Real-time total updates in Multi-Entry
- Cleaner Time Review with multi-select options
- Accurate Case roll-ups (no duplicates)
- Reliable org-level configurations
- Smarter license management with clear alerts
Why This Release Matters for Salesforce Project Teams
If you’re already using PK4 for time tracking, this update unlocks full project management in Salesforce. That means:
- 50% faster task assignment
- 60% less manual tracking
- ROI visible from Day 1
Ready for Smarter Project Management in Salesforce?
Your Salesforce CRM already houses your customer data, opportunities, and cases. Now, it can manage your projects, time, and invoicing too — all in one place.
