What We Deliver

How we help with Aprika Mission Control.

The engagements we run most often on Aprika Mission Control, from first implementation through optimization.

Mission Control Implementation

Setup and configuration of projects, milestones, actions, and templates on your Salesforce org.

Resource & Capacity Planning

Resource assignment, skills matching, and capacity views so delivery stays realistic.

Time Tracking & Billing

Timesheets, cost tracking, and billing events tied to projects and opportunities.

Gantt & Kanban

Scheduling with the Gantt chart, execution on Kanban boards, all native to Salesforce.

PSA Reporting

Utilization, margin, and project-health dashboards built on Salesforce reporting.

Outcomes We Deliver

The metrics we actually move with Aprika Mission Control.

Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.

Project visibility
One source of truth in Salesforce
Resource utilization
Increased
Billable time captured
Increased
How We Work

The engagement model.

Predictable phases. Clear deliverables. No surprises.

01

Discovery

One to two working sessions to map your current state, business goals, and gaps. We come out with a written scope and recommendation.

02

Design

Documented architecture, realistic timeline, and transparent commercial proposal. No surprises and no hidden scope.

03

Build

Configuration, development, integrations, data migration, and QA, with weekly demos and on-the-fly adjustments.

04

Launch & Optimize

Training, change management, hypercare, and ongoing optimization. We do not disappear at go-live.

Inside Aprika Mission Control

What Aprika Mission Control actually includes.

Native project data model

Mission Control installs as a managed package, so projects, phases, milestones, actions, contributors, budget items and dependencies are Salesforce records. They sit beside accounts and opportunities, follow your sharing model and appear in standard reports. It matters when delivery teams have been tracking work in a separate tool that sales and account managers never see.

Project generation from opportunities

Setting a Generate Project field on the opportunity creates a project from the template selected on that record. Admins can set it manually or through their own Closed Won automation. The template’s full plan is cloned, with scheduling anchored to the project start date. This closes the gap between a signed deal and a kickoff someone must remember.

Gantt charts and Kanban whiteboards

Project managers plan milestones and dependencies on a Gantt chart with drag-and-drop rescheduling, while teams track day-to-day actions on a sticky-note style Kanban whiteboard. Waterfall, agile and hybrid delivery are all supported. It matters when one PMO runs fixed-scope implementations alongside iterative work and wants a single place to manage both.

Resource scheduling and utilization

The Resource Scheduler highlights bottlenecks and lets managers reassign actions based on capacity, and the Assignment Wizard finds people by capacity, team and skill proficiency. Role utilization compares billable hours with targets. This matters once several projects compete for the same specialists and staffing decisions are still made from memory or spreadsheets.

Timesheets and expenses

Team members log hours weekly across projects, record time against actions in the Action Pad or a mobile time logger, and track expenses. Because entries are Salesforce records, managers can report on effort by account, project or role. Clean time data becomes the foundation for billing, utilization and better estimates on future work.

Project financials and invoicing

Project Financials tracks billing and cost rates to show profit and loss per project, and invoices can be generated for fixed-price and time-and-materials work. Revenue recognition identifies revenue based on delivery schedules. Finance still needs to decide how these figures reach the accounting system, since Mission Control complements rather than replaces your general ledger.

Good fit

When Aprika Mission Control is the right call.

  • Customer projects begin from Salesforce opportunities, and sales, account and delivery teams need to see project status from the same account.
  • Your organization wants project and resource data to remain inside its own Salesforce org, under existing sharing rules, security review and Shield policies.
  • Services teams bill hours or fixed fees and need timesheets, utilization and project profitability tied to accounts without a separate PSA database.
  • A PMO manages many concurrent projects, mixes waterfall and agile methods and needs portfolio dashboards alongside Gantt and Kanban views.
  • Admins are comfortable configuring Salesforce objects, page layouts and automation, and can maintain a managed package after the rollout ends.
Think twice

When something else fits better.

  • Work is mostly dispatching technicians to customer sites against work orders; Salesforce Field Service may suit that model better, subject to edition and licensing.
  • The main need is booking appointments between customers and staff; Salesforce Scheduler or a booking tool may serve better than full project management.
  • Only a few internal projects run each year, and a simple task list or a lightweight custom object would be easier to maintain.
  • Delivery staff will not work in Salesforce daily and resist another interface, so timesheets and action updates would largely go unrecorded.
Rollout

How a Aprika Mission Control rollout comes together.

  1. 01

    Map the delivery lifecycle

    Document how work moves today from a closed opportunity through kickoff, delivery, billing and closeout. Identify which roles create projects, approve time, issue invoices and report to leadership. That map decides which Mission Control features to enable first, and it exposes handoffs where information currently disappears between sales and delivery.

  2. 02

    Install and assign access in a sandbox

    Install the managed package in a sandbox and assign licenses and permission sets by role, separating project managers, contributors and finance users. Decide how your sharing model should govern project records, time entries and financials. Settle this before real data exists, because retrofitting security across thousands of actions later is slow and error-prone.

  3. 03

    Build templates from real projects

    Create project templates from two or three recent engagements, with phases, milestones, actions, checklists, budget items and dependencies. Flag them as templates and decide how each opportunity will select the right one. Then automate generation on a stage change so every won deal produces a consistent plan without manual setup.

  4. 04

    Load resources and rates

    Enter team members, roles, skills, billing and cost rates, holidays and capacity before scheduling live work. Resource views are only as good as this data. Pilot with one team for a few weeks, reconcile timesheets against what people actually worked and adjust capacity assumptions before extending to the rest of delivery.

  5. 05

    Embed reporting and routines

    Put the PMO dashboard and project status components where leaders already look, including account pages. Set a weekly timesheet deadline and a status review rhythm that uses Mission Control data rather than slides. Run retrospectives in the product so lessons feed back into templates for the next round of projects.

Before you buy licenses

Mission Control is sold per user through AppExchange, with a minimum seat quantity and nonprofit discounts noted on the listing. Aprika also offers a free trial with all features included, plus an Agentforce for Mission Control offering. Confirm with the vendor who needs a seat, since occasional contributors, approvers and finance reviewers may or may not require one. Mission Control users generally also need a suitable Salesforce license, so check whether platform licenses cover delivery staff who never touch opportunities. Ask how the Agentforce features are packaged, which Salesforce entitlements they depend on, and whether Experience Cloud users or sandboxes carry separate terms.

Avoid These

Common Aprika Mission Control mistakes.

Recreating an old tool’s structure

Teams migrating from a standalone project tool often copy every custom status, field and view into Salesforce. The result is cluttered layouts and confused users. Start with Mission Control’s standard objects and features, adopt its defaults where they work and add customization only when a real reporting or process need demands it.

Skipping the opportunity handoff

If projects are still created by hand after a deal closes, templates drift, start dates slip and delivery loses the context sales gathered. Automate generation on a defined stage, and require the fields generation depends on, such as project start date and template, before an opportunity can reach Closed Won.

Treating timesheets as optional

Utilization, profitability and invoicing all depend on time entries, so inconsistent submission makes dashboards look precise while misleading everyone. Set a weekly deadline, make approval part of each manager’s routine and report on missing timesheets openly. Keep chargeable actions manageable so logging time takes minutes, not an afternoon.

Loading resources without rates or capacity

Scheduling views that lack accurate capacity, holidays, skills and cost rates show everyone as available and every project as profitable. Managers quickly lose trust and return to spreadsheets. Complete resource data before go-live, assign an owner to maintain it and review it whenever people join, leave or change roles.

FAQ

Aprika Mission Control questions.

Does Mission Control store data outside Salesforce?

Aprika describes Mission Control as native, running inside your own org without third-party integrations. Projects, actions, timesheets and financials are Salesforce records governed by your sharing settings, and the AppExchange listing notes Shield compatibility. That simplifies security review compared with an external tool. You still need careful permission sets, because project financials and rates are often more sensitive than the surrounding account data.

Can projects be created automatically when deals close?

Yes. Setting the Generate Project field on the opportunity creates a project from the template chosen there. You can set it manually or through your own automation, such as a record-triggered flow on Closed Won. The whole template plan is cloned and scheduled from the project start date. Make those fields required at the right stage so generation never runs with incomplete information.

How does it compare with Salesforce Field Service or Scheduler?

Field Service centers on work orders, service appointments and dispatching mobile technicians, while Salesforce Scheduler books appointments between customers and staff. Mission Control focuses on multi-phase projects, resource capacity, timesheets and project financials. Some organizations need both, such as field installations that sit inside larger governed projects. Confirm capabilities and licensing with each vendor, since the right boundary depends on your delivery model and editions.

Can customers or partners see project progress?

The AppExchange listing states Mission Control works with Community Builder and Lightning App Builder, so project information can be surfaced to Experience Cloud users. Decide deliberately what external users should see, since internal notes, rates and risks rarely belong in a customer portal. Confirm with the vendor which components are supported for external users, and what Salesforce and Mission Control licenses those users need.

Does it work with agile delivery?

Yes. Mission Control supports agile, waterfall and hybrid methods. The Story Board maps user stories to requirements within programs, the Project Builder converts requirements and stories into actionable items, and the Program Planner shows roadmaps across projects. Teams already committed to a dedicated engineering tool should decide which system owns backlog detail, then share only summary status to avoid double entry.

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