Truity Projects sell sheet. Two pages, US Letter. Use Print → Save as PDF, with background graphics enabled, to produce the distributable file.

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Available now Truity Truity Projects

From closed deal to delivered project, on one platform.

Project delivery built natively on Salesforce: built and implemented by our team.

The problem

Most teams win the deal in one system and deliver it in another. The project is rebuilt by hand from the sold scope, delivery status never quite matches finance, and profitability is a spreadsheet assembled after the fact.

What Truity Projects does

It keeps delivery: phases, milestones, tasks and purchase orders: on the same platform as the deal that won it and the books that measure it, so nothing is rebuilt and nothing disagrees.

Why it changes things
  • The full delivery structure. Project, phase, milestone, project task, task item, purchase order and PO line: modelled natively on Salesforce.
  • Profitability against the real books. Project costs and revenue sit on the same platform as finance, so margin is current rather than reconstructed.
  • Purchase orders in the same place. POs and PO lines live with the project they belong to, connected to the finance that pays them.
  • Your existing security model. Delivery data inherits the Salesforce controls you already run.
  • Reporting across the whole lifecycle. From opportunity to delivered project to recognised revenue, reported from one data model.
The foundation for AI

Agentic AI: systems that take actions, not just answer questions: is only as reliable as the data beneath it. With delivery, sales and finance on one data model, AI reasons from one source of truth and one security layer, not a dozen stitched-together systems.

The deal becomes the project. Delivery starts from the opportunity that won it and reports profitability against the same books: no export, no re-entry.

Truity Cloud Solutions · Strategic Business Intelligence truitycloudsolutions.com
Why building it native to Salesforce matters

The deal is the project

The opportunity sales closed connects to the project delivery runs: one lineage, not a re-entry.

Your existing security model

Delivery data inherits the Salesforce controls you already run, not a separate set.

Reporting your team already knows

Project data is Salesforce data: available to the reports and dashboards your team already builds.

Part of the same library

CPQ, Finance and Logistics share the same records, so quote, project, purchase and revenue connect.

Implementation

Built and implemented by the same team. The people configuring your org are the people who build and support the product.

A typical Projects engagement covers your delivery structure and stages, purchase-order process, project reporting and profitability setup, and training for the people who will run delivery in Salesforce.

Bring these to the first conversation
  • How is a sold project rebuilt into your delivery tool today?
  • How current is the project profitability your leadership sees?
  • Where do purchase orders live relative to the projects they belong to?
  • How many tools does a project touch from sale to delivery?

Already proven in production. Truity Projects is live and running delivery for businesses today. Book a walkthrough and see it against your own operation.

info@truitycloud.com · truitycloudsolutions.com/projects