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 bars that represent the phases and tasks in a project and are associated to units of time on a calendar. This visual representation of a project’s timeline is an at-a-glance view that helps users see the status of the project.
PROJECT TIMELINES VIEW
Project Managers can update and manage Project Tasks using a management panel on the right side of the Project Gantt. There are five separate tabs in the management panel:
Sub Tasks | Details | Chatter | Resources | Time Entry
Sub Tasks are used to capture activities that need to be completed in order to complete a project task. By default, Sub Tasks drive the completion percent of the project task.
Sub Tasks can be accessed from the side panel on the Timelines or My Assignments pages when a task is selected, or from the Sub Tasks related list on the Task detail page.
The Details tab displays pertinent Task fields found on the Task detail page. Fields in this set can be added and removed by an administrator. Depending on the permissions of the user and the type of field, standard and custom fields that have been added to the field set can be manually edited directly in the panel. Record Types are supported.
Fields that are editable have a icon to the right as when hovered over. The user can make changes to the fields on the fly.
The Chatter tab pulls in the Chatter feed from the Task record and is ideal for project-wide communication. Any Chatter comments made on the standard Task detail page will be displayed in the Timelines – Task chatter tab, and vice versa.
Chatter allows the user to @ mention members related to the project. When a reply is made, the original poster is notified by email.
Documents and Files can be uploaded using Chatter. To preview the document, hover over the link. Documents and Files added to the Task via Chatter will roll up under the Documents section of the project path.
Users and Contacts can be assigned to tasks in a project. Search by First or Last Name on a per task basis for a specific user and select them for the task assignment. Multiple users can be assigned to a task.
- Assigned – shows the name of the assigned Users and Contacts or “No Current Assignments”
- Add New – Select Users or Contacts to search by name for a resource. Click to select for assignment.
- /Favorite Resource Flag – Click icon to flag/unflag a resource for display in the “Favorites” section.
Time Entry at the task level is enabled by default for Professional users. The Time Entry tab allows users to record time against the Task. Any time entered using the side panel is automatically attached to the logged in user’s time card.
The details displayed are configurable using the Quick Entry field set on the Time Entry object.
NOTE: Time Entry is only available for Professional users. Fundamentals users will be able to see the tab, but will not be able to enter time. To learn more about what is included in the upgrade to Cloud Coach Professional and the benefits it can drive for your projects and organization please visit our Pricing Page or contact us at firstname.lastname@example.org.