Milestones PM+ Admin Guide - Updated 03/2026

Sep 12, 2026

Upload by Cipher

Admin guide for Milestones PM+ (v17.17), updated 03/2026, covering installation into Salesforce orgs and the required access, permission sets, and user licensing options. Explains how to update older releases, create projects with a single-page project creation structure, and define validation criteria for saving projects. Provides data migration steps, including importing Microsoft Project data after XML conversion, mapping fields for project, milestone, and task objects, and limitations for custom field export/import.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages32

Reading Time11 min

AccessFree to download

Product Installation, Permission Sets, Assigning User Licenses

Updating older versions of Milestones PM+

Creating Projects

The Project Creation page

Project Creation Setup

Importing Project Data

Custom Settings: Customize Milestones PM+ Behavior

Active Statuses

Allow Blank Resource on Milestone Task

Allow Duplicate Project Names

Milestones PM+ Admin Guide Updated 03/2026 (v17 . 17) Online Guide Support Resources Starter Packs Product Installation, Permission Sets, Assigning User Licenses 1 Updating older versions of Milestones PM+ 1 Creating Projects 1 Custom Settings: Customize Milestones PM+ Behavior 3 Buttons 11 Interactive Gantt Chart 13 Manage Project Plan 16 Chart Customization 17 Lightning Web Components 22 Renames and Translations 24 Task Assignment 24 Project Task & Salesforce Activity (Task, Event) Sync 24 Notiﬁcation Email Alerts 24 Resource Management 25 Time Tracking 26 Tips & Best Practices 28 v17 .17 Copyright 2026 – Passage Technology LLC – All Rights Reserved Product Installation, Permission Sets, Assigning User Licenses Milestones PM+ can be installed into Professional Edition orgs and higher free from the AppExchange. Any Salesforce administrator will have access to Milestones PM+; if there are non-admin users that you want to grant access to the app, assign the Milestones PM+ Full Access permission set to the User record. Up to ﬁve users can be assigned; additional user seats can be ordered for $20/month/user. Salesforce access is required to use Milestones PM+, so a license is required for each user. Any of the following licenses will give users access: ● Salesforce ● Salesforce Platform ● Lightning Platform-One App ● Lightning Platform Starter ● Lightning Platform Plus Salesforce Help Doc: Assign Permission Sets to a Single User Salesforce Help Doc: Assigning Licenses for Installed Packages Salesforce Help Doc: Non-Salesforce users accessing Milestones PM+ with OEM licenses Updating older versions of Milestones PM+ Update existing releases to the latest version of Milestones PM+ (namespace = MPM4_BASE): ● Sandbox: [http://pm-test.passagetech.com](http://pm-test.passagetech.com) ● Production: [http://pm.passagetech.com](http://pm.passagetech.com) ● Milestones PM+ Help tab>Update Links Creating Projects The Project Creation page The Project Creation page allows the structure of an entire Project on a single page. To customize the ﬁelds shown for Project, Milestone, and Task, go to Object Manager>object>Field Sets>‘Project Creation Page Fields.’ Notes: (1) Only editable ﬁelds will display on the page. (2) Removing a Milestone will also remove all its related Tasks. Copyright 2026 – Passage Technology LLC – All Rights Reserved 1 The criteria below must be met for a Project to be saved: ● The Start Date/Kickoff must be before or on the same date as the Due Date/Deadline. ● If an item has a predecessor, its Start Date/Kickoff must be after or on the same date as its predecessor’s Due Date/Deadline. ● Tasks belonging to the same Milestone must have unique names. ● Milestones must have unique names. Project Creation Setup “Create Project” Button Importing Project Data Milestones PM+ Data Migration Starter Pack are professional services by our certiﬁed Salesforce developers for seamless transitions. To import a Microsoft Project or Microsoft Project template, the ﬁle must ﬁ rst be converted to XML through the Microsoft Project application. You can use either the Salesforce dataloader. io or Salesforce Data Loader app (desktop/client app) . Not all ﬁelds from Microsoft Project ﬁles will migrate to Milestones PM+ . Currently, the ﬁelds that get populated are: Project Object: Name, Kickoff, Deadline Milestone Object: Name, Kickoff, Deadline, Predecessor Milestone, Description Task Object: Name, Start Date, Due Date, Predecessor Task, Description Upgrading from Milestones PM (unmanaged) You can install Milestones PM+ alongside Milestones PM as they’re separate apps. If you need to retain old project data (including custom ﬁelds and relationships), we recommend the Milestones PM+ Data Migration Starter Pack. Most data migrations take no more than 8 hours. If no data retention is necessary, you may uninstall or delete Milestones

FAQs

What access and permission setup is required to use Milestones PM+?

Salesforce administrator access is required to make Milestones PM+ available. To grant access to non-admin users, assign the Milestones PM+ Full Access permission set to each user record.

How do you update Milestones PM+ to the latest version?

Update existing releases to the latest version using the provided namespace (MPM4_BASE), via the Sandbox or Production update links and the Milestones PM+ Help tab update links.

What is the process to migrate project data from Microsoft Project into Milestones PM+?

Convert the Microsoft Project file to XML using Microsoft Project first, then import using Salesforce Data Loader (or the dataloader.io approach). Only specific fields populate in Milestones PM+ for project, milestone, and task objects, and not all fields migrate.

Sep 12, 2026

Upload by Cipher