OVERVIEW For Cloud Coach Professional users, the Timecard feature allows for a user’s time to be entered and tracked on the Timecard page. This page allows time to be entered against objects such as Account, Case, Opportunity, and of course, Project Task. Create new time entries and edit existing time […]
Configuring New Project Creation Page
NAVIGATION To customize the Add Task overlay go to Setup → Project → Edit New Project Field Set ADD TASK OVERLAY 1. Project Task → Edit New Project Field Set Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded into the […]
Add Create Project Button to Opportunities
OVERVIEW The Opportunities page can be customized to include a Create Project button so that it is easy to launch a new project from an Opportunity. To customize the Opportunity page go to Setup → Opportunities → Page Layouts ADD CREATE PROJECT BUTTON 1. Opportunities → Page Layouts → Milestones […]
Configuring New Task Creation
NAVIGATION To customize the Add Task overlay go to Setup → Project Task → Edit New Task Field Set 1. Project Task → Edit New Task Field Set Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded into the page which […]
Configuring the Side Panel
Navigation To customize the Project Task Side Panel, go to Setup → Project Task → Side Panel Field Set Project Task Side Panel 1. Project Task → Edit Side Panel Field Set Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded […]
Auto Creating Projects
OVERVIEW One of the great aspects of the Salesforce platform is the variety of tools which can be leveraged to automate key business processes. With Fundamentals, we provide you with invokable code to make automating project creation a snap. Here’s how it works: Create a project template. Define your business […]
My Assignments
OVERVIEW My Assignments shows a user’s tasks with subtasks across all the projects they’re assigned to from one page. There are four tabs that allow for different ways to view tasks: Gantt, Board, List or By Project. Additionally, change to another user’s Assignment view by clicking the “Select User to […]
Creating a Project or Template
OVERVIEW A new project in Cloud Coach is created at the click of a button. Whether it’s created from scratch or from a template, the project can be customized with tasks, subtasks, dependencies, start dates, and resource assignments. Projects can be saved as a template to be re-used as […]
Project Timelines View
OVERVIEW The Timelines page is the first page users will see when opening a project from the Cross Project View. The first tab users will see is the Gantt tab, but additional tabs are available showing a Board, List, and Phase View. The Gantt Chart is a series of horizontal […]
Cross Project View
OVERVIEW The Cross Project Gantt is found on the landing page when the Projects tab is selected. From this view, Project Managers can manage and update project details across multiple projects, collaborate with the project team via chatter, and even resource projects. Gantt charts convey this information visually. They outline […]