Managing new project creation effectively is essential for maintaining momentum and efficiency in a professional services business. With Mission Control’s Project Request feature, organisations gain a streamlined, automated method for initiating projects directly from Salesforce records. Built natively on the Salesforce Platform, this feature supports the centralisation and standardisation of project initiation, enabling teams to maintain consistency and speed from lead to delivery.
This article explores how the Project Request feature works, what makes it valuable, and how teams can start using it to save time, reduce errors, and automate project generation across your Salesforce environment.
What are Project Requests in Mission Control?
Project Requests in Mission Control allow users to initiate a new project from virtually any standard or custom Salesforce object. Whether you’re working from a Lead, Opportunity, Account, or Case, the Project Request feature acts as the bridge between CRM and project delivery. This powerful automation capability removes manual handoffs and ensures that new project creation is consistent, auditable, and efficient.
At its core, the Project Request is an object in Mission Control that enables users to define and submit a request for a new project. Depending on the organisation’s workflow preferences, this request can be reviewed by a resource or project management team before proceeding or configured to auto-generate the project without manual intervention. This makes it an ideal solution for businesses with high volumes of projects or standardised delivery models.
Because the Project Request object is designed with flexibility in mind, it includes lookup relationships to key Salesforce standard objects such as Lead, Account, Contact, Opportunity, and Case. If required, additional lookup fields can be configured for any other custom or standard object, meaning you can initiate project creation from practically any point in your customer journey.
Key Features of Project Requests in Mission Control
One of the standout features of the Project Request functionality is its ability to automatically generate projects based on templates. By referencing a ‘Project Template’ within the request, Mission Control can clone all relevant project details—including Milestones, Actions, Checklists, Contributors, and Dependencies. This ensures that every new project created from a request is structured consistently and aligned with predefined delivery frameworks.
Field mapping further enhances the value of the Project Request feature. Default values such as the Project Name, Budget, and Status are automatically mapped from the request, but users can define their own custom mappings using the Auto-Generation Field Mapping tile within the Control Pad. This level of configurability means that organisations can tailor project creation to reflect their unique data structures and reporting needs.
Additionally, Mission Control includes controls for managing record ownership during project generation. With the “Transfer Cloned Records to Running User” setting, businesses can specify whether the owner of the resulting project should match the owner of the template or default to the user initiating the request. This helps maintain accurate assignment and accountability, especially when working across large teams or multiple departments.
How to use Project Requests in Mission Control
Getting started with Project Requests in Mission Control is simple and can be adapted to fit both manual and automated processes. Users can create a Project Request record directly from a related list on standard objects like Opportunities or Leads. This record captures key information such as the Project Name, Project Template, Proposed Budget, Start Date, and whether the project should be generated immediately.
For teams looking to automate the process, Salesforce Flow or Process Builder can be configured to create Project Requests based on certain triggers. For example, a business might set up a flow to auto-generate a Project Request when a Lead is marked as qualified, or when an Opportunity reaches a specific stage in the pipeline. Provided all required fields are populated—like Project Name, Template, and Start Date—the project can be automatically created by setting the “Generate Project” field to TRUE.
Once the process is in place, new projects are created seamlessly in the background, eliminating delays caused by manual entry or handover. Projects appear in the system fully structured, ready to begin scheduling and execution, saving teams valuable time and reducing human error.
Conclusion: The Benefits of Centrally Managing Project Requests
Mission Control’s Project Request feature gives businesses the ability to streamline and automate project creation, making it faster and easier to move from CRM records to live projects. By leveraging templates, automation tools, and custom field mapping, teams can eliminate manual processes and ensure new projects are initiated with consistency and accuracy.
Centrally managing Project Requests improves efficiency, reduces miscommunication, and ensures that every project starts on the right foundation. Whether you’re a sales team handing over to delivery, or a resource manager assigning work, Project Requests help align your teams and systems for greater visibility and control. For organisations managing a high volume of repeatable projects, this feature is an invaluable asset in scaling operations and enhancing delivery quality.
Mission Control is a comprehensive Salesforce Project Management software application. Make sure you check out our other Project Management Best Practices.
