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Add Roadmap or Plan to SFDC project object

All great ideas.

1) We are embedding the project roadmap into the project record page in our next update of the integration.

2) Project plan is going to be a challenge to present elegantly in SFDC, though we will look into adding the Gantt widget (probably launched as a link rather then embedding it in the page)

3) Documents is the most challenging due to data limits. Can you give an example of the types of documents you'd like to add and their sizes (megabytes)?

Regards,

David

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David,

One example is an estimate. Right now I have my project managers attach it to the project object in both Clarizen and SFDC. It would be nice if they could just attach it in Clarizen and have it show up in SFDC -- even if it was a link that took the user to the document (although, our salespeople do not have Clarizen logins).

An example going in the other direction (from SFDC to Clarizen) would be the Statement of Work document. The sales guy posts this in SFDC, but it would be nice if it went into the Clarizen project as well.

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It would be helpful to be able to view the project roadmap from SFDC (or maybe even the project plan itself).

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