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Status Working as Designed
Feedback Type Salesforce
Created by Oleksandr Prokopiv
Created on Apr 30, 2026

Ongoing Activities Crashing PDM Plan - alternative proposal

Hi Team,

Based on our recent observations and feedback from recent pilots [e.g. ASFC project from CA], we would like to highlight issue about some type of deliverables and events [primary related to project governance and project quality management].

Current flow: we have activities, deliverables, events that are related to ongoing project governance (e.g. per sub-stage), however, due to nature of those activities some elements cannot be closed as activity will last until end of stage/sub-stage or even project.

Impact: project teams cannot create proper high level plan as relation child to parent causing due dates extensions for sub-stage / stage due to the opened ongoing activities.

Proposed flow: to split set-up of project governance / ways of working [and similar items] and ongoing management and move second part to separate place [new stage or even different approach] to avoid having ongoing child activities under core PDM stages/sub-stages.

Impact: high level plan will have more sense and will be easier to manage. Moreover, ongoing management context is currently moved out from core project structure [by deletion, withdraw or moving out from the structure].

From some projects we know that ongoing reporting or milestones tracking is often created by dedicated issue types [similar to RAID+CR].

Without this change Using PDM Structure for planning is complex and requires too advanced Jira skills, PDM knowledge and high level customization.

Workspace Territory N/A
Platform & Practice CSX - CSX powered by Salesforce
Technology Salesforce
  • Oleksandr Prokopiv
    Sep 2, 2026

    Hi @Kyle Crawford , @James Schulze ,
    thank you for the response.

    All activities related to project quality, reporting and ongoing monitoring.
    For such reason we need to split set-up some elements in project initial stages and move other elements under separate L1/L2.

  • Admin
    Kyle Crawford
    Sep 1, 2026

    @Oleksandr Prokopiv Thank you for the feedback.

    This is an area currently under review. As part of broader L1/L2 taxonomy enhancements, we are evaluating approaches that better accommodate ongoing management activities while preserving meaningful planning and progress tracking within the core PDM structure.

    We appreciate the feedback and real-world examples, which are helping to shape the direction of these improvements.