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Plan, Track, Measure and Succeed
Project Management and Enterprise Planning on 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.
Project Portfolio Management and Enterprise Planning
Run your business your way
Traditional waterfall principles
Run your business your way
Customize your project management solution needs in a way that best suits your organization and helps shorten your time to market.
Modern project management
Traditional waterfall principles
Run your business your way
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.
Traditional waterfall principles
Traditional waterfall principles
Traditional waterfall principles
Bring traditional waterfall principles to effectively manage the overall project in a hybrid environment.
Plan projects effectively
Plan projects effectively
Traditional waterfall principles
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.
Getting Started with TracAnything
Step 1: Installing TracAnything
- Go to Salesforce AppExchange:
Visit the TracAnything AppExchange listing and click Get It Now. - Log in to Salesforce:
Use your Salesforce credentials to log in to your account. - Choose Installation Environment:
* Select Install in Production for live use.
* Select Install in Sandbox for testing purposes. - Review Permissions:
Grant permissions to all users or specific profiles based on your team’s needs. - Complete Installation:
After installation, TracAnything will appear in your Salesforce App Launcher.
Step 2: Configuring TracAnything
- Access the Configuration Panel:
Open TracAnything from the App Launcher and go to Admin Settings. - Set Up Custom Templates:
* Use pre-built templates for common use cases like asset tracking, inventory, or workflow management.
* Create custom templates by selecting the entities you want to track, defining fields, and setting relationships. - Define User Roles and Permissions:
* Admins: Full access to manage templates, dashboards, and workflows.
* Users: Access to create and update tracked items.
* Adjust permissions via Salesforce Setup > Users > Profiles. - Integrate with Existing Salesforce Objects:
Link TracAnything with standard Salesforce objects (e.g., Accounts, Opportunities) or custom objects for seamless data flow.
Step 3: Getting Started with Your First Tracking Template
- Create a New Tracking Template:
* Navigate to Templates in the TracAnything menu.
* Click New Template and name your template (e.g., “Equipment Tracker”). - Add Fields and Relationships:
* Add relevant fields such as “Item Name,” “Status,” or “Assigned To.”
* Define relationships (e.g., link assets to specific accounts or users). - Save and Activate:
Save your template, then click Activate to make it available to your team. - Start Tracking:
* Use the Track New Item button to begin logging entities into your new template.
* Access your data from dashboards, reports, or the mobile app.
Step 4: Exploring Dashboards and Reports
- Pre-Built Dashboards:
Open the Dashboards tab to view pre-configured insights for common use cases. - Custom Dashboards:
Create dashboards by selecting metrics that matter most to your team. - Real-Time Reporting:
Access real-time updates for tracked items, including performance metrics, trends, and alerts.
Step 5: Training and Support
- User Training:
* Watch the introductory videos in the Resources tab.
* Host a live demo for your team using TracAnything’s sample templates. - Contact Support:
* Visit the Support tab in the app for FAQs and troubleshooting.
* Reach out via email at support@tracanything.com for additional help.
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.