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Plan, Track, Measure and Succeed
Project Financials, Accounting & PMO — All in Salesforce
TracAnything is an all-in-one project management solution, enterprise tracking, and planning solution on Salesforce, changing how the company manages, governs, and justifies project spending.
Streamline Projects, Control Costs & Financial Analysis
Built for Enterprise Teams
TracAnything is designed for:
- PMO teams
- FP&A teams
- Procurement teams
- Software development teams
- Operations teams
- IT leadership (CIO)
- Finance leadership (CFO)
What you get
- Real-time project financials
- Portfolio health dashboards
- Governance and approvals
- Scenario planning
- Audit-ready reporting
Key Capabilities
- Project portfolio management
- Project budgeting and cost tracking
- Resource utilization
- Roadmaps and Gantt planning
- Approvals and governance
- Dashboards for CFO / PMO
Project Portfolio Management and Enterprise Planning
Persona-based flows (for PMs, CFOs, and CIOs)
Real use cases (IT governance, PMO automation, capital allocation)
Persona-based flows (for PMs, CFOs, and CIOs)
Customize your project management solution needs in a way that best suits your organization and helps shorten your time to market.
Modern project management
Real use cases (IT governance, PMO automation, capital allocation)
Persona-based flows (for PMs, CFOs, and CIOs)
Modern project management solutions to manage the iterative development set the value-based prioritization, improve collaboration, and bring traditional waterfall principles to effectively manage the overall project in a hybrid environment.
Real use cases (IT governance, PMO automation, capital allocation)
Real use cases (IT governance, PMO automation, capital allocation)
Real use cases (IT governance, PMO automation, capital allocation)
Bring traditional waterfall principles to effectively manage the overall project in a hybrid environment.
Plan projects effectively
Plan projects effectively
Real use cases (IT governance, PMO automation, capital allocation)
Simplify planning and reduce training time with help from familiar scheduling features for project managers like Gantt charts and prepopulated pulldown menus.
Get the big picture
Plan projects effectively
Actionable PMO dashboard
Create a centralized view of all programs and projects across your organization in a visual, interactive Roadmap.
Actionable PMO dashboard
Plan projects effectively
Actionable PMO dashboard
A Comprehensive dashboard that outlines enterprise level Portfolio Health, Number of Active Projects, Program level Status Updates, Number of Outstanding Tasks, Missing Timesheets, Resource Allocation, Product Backlog, Sprint Velocity, Issue Logs, etc.
Troubleshooting and FAQs
1. Issue: TracAnything is not visible in the App Launcher
Solution:
* Ensure that the app has been installed in your Salesforce environment.
* Check your user profile permissions under Setup > Users > Profiles to confirm access to the app.
2. Issue: Tracked projects are not appearing in dashboards
Solution:
* Verify that your tracking project is active.
* Ensure that the fields in your project record are mapped correctly to the reportable data.
* Refresh the dashboard or check report filters.
3. Issue: Alerts and notifications are not triggering
Solution:
* Ensure triggers are configured correctly in the Automation Settings.
* Test workflows using the Salesforce Flow Debug feature.
* Verify that users have opted in for notifications under their profile settings.
4. Can I customize fields in a tracking template?
Yes, fields can be customized by admins through the Object under the Settings.
5. Does TracAnything integrate with external systems?
Yes, TracAnything supports integrations with ERP systems, IoT devices, and collaboration tools through APIs.
6. How do I migrate data from another system?
Use the Data Import Wizard in Salesforce to upload CSV files or connect to external databases via APIs.