The project starts from the deal
Scope, phases and milestones connect to the opportunity that created them: no rebuilding the sold work by hand.
Truity Projects ยท Available now
From closed deal to delivered project, without leaving the platform.
Truity Projects tracks scope, phases, milestones, tasks and purchase orders on Salesforce: connected to the opportunity that created the work and the finance that measures it. The project isn't a copy in another tool; it's the same record the business already knows.
The deal becomes the project. When delivery lives on the same platform as sales and finance, a project starts from the opportunity that won it and reports profitability against the same books: no export, no re-entry.
- The deal: opportunity, account, contract
- Delivery: phases, milestones, tasks, purchase orders
- The overlap: the project starts from the deal and reports against the same finance.
Why it matters
Most teams win the deal in one system and deliver it in another.
So the project is rebuilt by hand from the sold scope, delivery status never quite matches what finance sees, and profitability is a spreadsheet assembled after the fact. Truity Projects keeps delivery on the same platform as the deal and the books, so nothing is rebuilt and nothing disagrees.
Delivery and finance agree
Because project costs and revenue live on the same platform as the books, profitability is current, not reconstructed.
Structured delivery, one place
Project, phase, milestone, task, task item and purchase order: the whole delivery structure on Salesforce.
What it does for the business
Delivery stops being disconnected from the deal that created it.
- 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.
Who feels the difference
- 1Sales closes an opportunity that becomes the project's starting point.
- 2Delivery works the phases, milestones and tasks against that same record.
- 3Finance sees project cost and revenue on the same platform, live.
- 4Leadership reports profitability by project without assembling a spreadsheet.
The foundation for AI
AI that acts is only as trustworthy as the data beneath it.
Agentic AI: systems that don't just answer questions but take actions across your business to get work done: is only as reliable as the data and permissions it reasons from. When your records are scattered across a dozen systems, an agent has no single source to trust and no single place to govern what it can see and do. Truity Projects runs on one data model, so the AI you adopt tomorrow starts from one source of truth and one security layer: a foundation federated architectures struggle to match.
Why native matters
No integration to babysit, because there is nothing to integrate.
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.
How you get it
Built and implemented by the same team.
The team that configures your org is the team that builds and supports the product, so they know the data model, the extension points and the upgrade path first-hand.
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.
Talk to our teamGood questions to bring
- 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?
Book a walkthrough
See your own delivery, connected to the deal.
Tell us how your sales, delivery and finance systems are split today. We'll show you what it looks like when the project never leaves the platform the deal was won on.