OVERVIEW 1. Project – A temporary endeavor undertaken to create a unique product, service, or result 2. Phase – Appears as a green bar on the Project Gantt view, representing a collection of logically related project activities that culminates in the completion of one or more deliverables 3. Task – Appears […]
Adding Phases to Existing Projects
OVERVIEW Phases — available exclusively to Professional users — can be added to projects at the point of creation for new projects or editing during the process of editing existing ones. For new projects, it will be as simple as clicking the “Add Phase” button and providing a name. […]
Why use Phases?
OVERVIEW A phase is defined as “a collection of logically related project activities that culminates in the completion of one or more deliverables.” In Cloud Coach we use phases to group related tasks in a project. The number of, and need for, phases is dependent on the size, complexity […]
Winter 2018 Release Notes (Cloud Coach Professional)
Professional Version – 2.304 Phases Always install and test new versions in sandbox first. Once installed, the package cannot be reverted to a prior version. It is recommended that you log out of your Production environment before installing in sandbox. × Dismiss alert PHASES Summary: Phases are a way to […]
Create a Custom Traffic Light
OVERVIEW Creating a traffic light that indicates the health of a project provides at-a-glance status notification. The traffic light can be used on page layouts and field sets and works on internal and external views. CREATE CUSTOM TRAFFIC LIGHT 1. Click Setup → Objects → Project → Fields and […]
Health Icons and Indicators
OVERVIEW Color coding can provide at-a-glance understanding of Project and Task health. The Cross Project Gantt, Project, and External Project View pages have several icons and indicators available for this purpose. Leveraging the power of those icons minimizes clicks to access information that is relevant to user and role. […]
Disable API Restrictions
OVERVIEW API’s are routines, protocols, and tools that specify how software components should interact with each other. Salesforce places restrictions and limits on the use of APIs in orgs. These restrictions can lead to problems when using the Cloud Coach packages. Some of the most common signs that API restrictions […]
Timecard – Video (Cloud Coach Professional)
Timecard Custom Settings (Cloud Coach Professional)
OVERVIEW Though the Timecard can be used effectively without additional configuration, there are options available to customize what and how users interact with it. Buttons for Create Time Entry and Submit For Approval are available to be added to the Timecard page using Custom Settings that are part the Professional […]
Timesheet Approval Process (Cloud Coach Professional)
OVERVIEW Timesheet records are submitted by a user for approval when the status is changed from Active to Submitted. A Timesheet record with a status of Submitted or Approved is locked for further editing. Status is found in an editable picklist on the Timesheet object so if additional values […]