Project Management Overview

GoldFinch Project Management brings project planning, operational transactions, inventory, billing, and financial reporting together on Salesforce. It helps organizations manage project-related activities while maintaining visibility across sales, purchasing, inventory, manufacturing, and accounting.

Because project information connects to the underlying business transactions, teams can monitor project progress, costs, revenue, inventory, and profitability without maintaining separate spreadsheets or disconnected systems.

Manage projects and project tasks

Create projects to organize work around a customer engagement, contract, job, program, or other business initiative. Divide projects into tasks to support planning, responsibility assignment, milestone tracking, and financial analysis.

Project information can include:

• Customers and other related Salesforce records
• Project dates and status
• Project tasks and milestones
• Budgeted costs and revenue
• Actual costs and revenue
• Related operational and financial transactions

This structure gives project managers, operational teams, and finance teams a shared view of each project.

Connect projects with business operations

Projects and project tasks can be associated with transactions throughout GoldFinch. Depending on the business process, project information may be carried through:

• Sales and billing transactions
• Purchasing and vendor transactions
• Inventory movements and consumption
• Manufacturing activities
• Customer receipts and vendor payments
• Accounting entries

This integrated approach provides traceability from project activity to the transactions that affect inventory and financial results.

Manage project inventory

GoldFinch helps organizations track inventory purchased, allocated, transferred, or consumed for a specific project. This is useful when materials must be reserved or procured for customer jobs, installations, construction activities, contract manufacturing, or other project-driven operations.

Project-related inventory visibility can help teams:

• Understand material requirements by project
• Plan purchasing and replenishment
• Track materials assigned to a project
• Monitor inventory usage and associated costs
• Reduce shortages, excess purchases, and manual reconciliation

Support project-level supply planning

Organizations can use project demand and supply information to support inventory and procurement planning. Project-level visibility helps planners understand which requirements belong to each project and make better decisions about purchasing, production, and material allocation.

Track project costs and revenue

GoldFinch connects project financial information with relevant operational and accounting transactions. Organizations can compare budgeted and actual results by project or project task.

Depending on the processes used, project costs and revenue may include:

• Purchased materials and services
• Inventory consumption
• Manufacturing costs
• Customer billing
• Other project-related income and expenses

This provides a clearer view of project performance and profitability.

Support milestone and project billing

Project tasks can support milestone-based billing and other project billing requirements. Teams can connect billing activity with the appropriate project or task, making it easier to understand what has been completed, billed, collected, and recognized.

Reporting and visibility on Salesforce

Because GoldFinch is native to Salesforce, authorized users can access project information alongside customer, operational, and financial data. Salesforce reports, dashboards, list views, and automation tools can monitor project activity.

Organizations can analyze information such as:

• Active and completed projects
• Budget versus actual costs
• Budget versus actual revenue
• Project profitability
• Material requirements and usage
• Outstanding billing and collections
• Project transactions and financial activity

Benefits of GoldFinch Project Management

GoldFinch Project Management helps organizations:

• Maintain one connected source of project information
• Improve coordination among project, operations, sales, and finance teams
• Connect project activity with inventory and accounting transactions
• Gain earlier visibility into cost and revenue variances
• Improve project-level purchasing and supply decisions
• Reduce reliance on spreadsheets and duplicate data entry
• Evaluate project performance and profitability more accurately

A connected approach to project management

GoldFinch Project Management is particularly valuable for organizations whose projects involve inventory, purchasing, manufacturing, customer billing, or financial tracking. By connecting these processes on Salesforce, GoldFinch helps teams manage both the operational and financial dimensions of each project from a unified platform.