Native Project – User Guide

Welcome to Native Project, the ultimate project management tool that helps teams succeed. It is an AppExchange package powered by Salesforce that takes project management tasks to another level of easiness by providing you with everything a project manager needs.

Integrating it with your organization allows you to create and manage projects, assign tasks, manage teams, build Gantt charts, and more. It provides you with everything you need to manage and track project progress.

Compatible with sales cloud, service cloud, and marketing cloud engagement, it fulfills business needs such as Enterprise Resource Planning (ERP), Project Management, and Time and Resource Management.

Being the most cost-effective in the respective market, Native Project offers many features at competitive pricing, ensuring the best value for money without compromising quality. Moreover, it provides a 1-month free trial without any card details. This makes it stand out in the market, as you are only charged when you are ready to purchase.

Native Project is easy to learn and use. In addition to an intuitive interface, continuous addition of groundbreaking features in each update, and excellent support, comprehensive documentation, tutorials, and supporting resources are available to help you get the most out of the Native Project.

Key Features:

• Scheduling and Planning with Visual Gantt Chart
• Time Tracking Tools
• Optimal Resource Allocation
• Flexible data structure
• Easy to customize to your data model
• Modify flows to your company process
• Clone Project with dependent records
• Multilingual Support
• Automation and customization features

Chapter 1: Setting Up Native Project

Overview of Native Project Interface:

After installation, you will see a dashboard with some dummy visualization. To open the Native Project, click the App Launcher icon and select Project Management.

Note: Type it into the Search box if you do not see Project Management.

Native Project Workspace Overview:

1. Navigation Tabs: Navigate between different Objects and UI.
2. Edit Navigation: Customize the options displayed in the navigation according to your preferences. You can add, rename, or remove items.
3. Page Name: Displays the page name you are currently working on.
4. Color Codes: Show different stages in different colors to identify them without annotation.
5. Calendars, Filters, and Export: Choose starting and ending dates and number of days, and use filters for refined data, zoom in/out, or export data.