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User Guide - Aprika Business Solutions

1. Review Busi Solution Architecture Dependant Action e Review Busi You can also extend or shorten the length of the Action by dragging the end of the Action Wed 02 10 Thu 03 10 Fri 04 10 Sat 05 10 Sun06 10 Mon 07 10 Tue 08 10 V Solution Scoping Progress 10 P 100 00 Needs Analy _ i Si Progress 100 00 Document Business Requirements 2 amp g A Review Busi Progress 10 Select one end of an Action and drag EE to extend or shorten its time length Solution Architecture Mission Control User Guide Version 1 29 January 2015 30 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Creating new Milestones amp Actions You can create a new Action or Milestone directly within the Gantt Chart using the symbol By clicking the symbol a lightbox will appear allowing you to specify the Action Name Hours Scheduled Action Owner Start Date and End Date You can also make changes to existing Actions via the same form by double clicking on the Action s bar within the Gantt Chart For example if you want to reassign from one Action Owner to another Start time Duration s 3 10 Fri04 10 Sat05 10 Sun06 10 Mon07 10 Tue 08 10 Wed 09 ress 100 00 05 October 2013 06 October 2013 New Action Description Specify name owner time period and Document Busi Name New Action save to create Actions amp Milestones Hours Scheduled Review Busines
2. Active y Created By Emma Winkworth 9 10 2014 10 56 AM Last Modified By Emma Winkworth 9 10 2014 10 56 AM Edit Delete Clone Team Assignments New Team Assignment Click to add Roles to the Team eam Assignments Help Action Role Name Contact User Active Edit Del Emma Winkworth Emma Winkworth vA Holiday Assignments New Holiday Assignment Holiday Assignments Help Action Holiday Name Start Date End Date Del Melbourne Cup Public Holiday 4 11 2014 4 11 2014 This allows you to select and add individual roles to the team Team Assignment Edit g New Team Assignment Team Assignment Edit Save Save amp New Cancel Role LU lt Select the Role Team Marketing a Active Make the Team Assignment active Save Save amp New Cancel Information You can also add a role to multiple teams and manage these using the Team Assignments section of the role edit page as follows Team Chris and Colin Marketing easily add and change the whether the Pick lists allow you to Specify Ai Staff D teams for the Role Role is Please Select currently part a Add multiple rows to apply of the Team Add Row s the Role to further teams Active Team Assignments The active checkbox on the team assignment records allows you to specify if the role is currently a member of the team This means that when you filter the schedule
3. Check this box to disable the Milestone Status field from beinge Status updates Disable Auto Action Status Check this box to disable the Action Status field from being automatically updated based on Milestone Status updates Disable Auto Action Reschedule Check this box to disable the automatic rescheduling of an Action by the same number of days as its parent Action Disable Time Log Updates Action Status Check this box to disable the Action Status field from being automatically updated to In Progress when time is logged against it if the current status is Planned Disable Automatic Notifications for Dependant Actions Check this box to disable all automatic notifications from being sent when a parent of a dependant action is marked as Complete Default Hours Per Day Control the default value for Hours Per Day This can be set individually per project If left this default will apply Click update to save your changes Mission Control User Guide Version 1 29 January 2015 43 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Project Archiving To prevent pick lists continuously growing as you load more and more Projects into the system a new Archived checkbox has been added to the Project record Once a Project has this field set to TRUE it will no longer appear in any of the pick list fields on the Console Time Log Whiteboard etc You will still be abl
4. D Chocolate Mou 2015 01 15 e uer Die eg Progress 100 Brandy Snaps 2015 01 16 Brandy Snaps v Milestone Desserts In Progress 84 Milestone Desserts Milestone Completion Status 84 Milestone Owner E S In Progress aa Milestones amp Actions e End Date d 4 00 Material Costs Completed 0 00 Hours Remaining 0 75 Action ID Action Name PAN 6736 Fruit Start Date EndDate Hours Scheduled Hours Completed Hours Remaining Material Costs Completed 15 01 2015 15 01 2015 1 00 0 00 0 00 0 00 PAN 6737 Cheese 15 01 2015 15 01 2015 1 00 0 00 0 00 0 00 aya Chocolate PAN 6734 o GER 1 00 0 25 0 75 0 00 PAN 6735 Brandy Snaps 16 01 2015 16 01 2015 1 00 3 75 0 00 0 00 Risk Name Date Identified Category H Risk Log Edit View Power outage 13 01 2015 Technical 6 Contingency No Change Edit View Too Many Guests 13 01 2015 Technical Operational Resource 4 Contingency Closed Probability Score Risk Score Proximity Counter Measure Current Status Copyright 2000 2015 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Compliance Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Project Charts Burn Down Chart A line chart has been added to the Project Overview page in order to track the actual completion of actions over time against the optimal completion of tasks over time An example of the burn down chart is as follo
5. and Cost Day Rate values that you specify on the Project which are divided by the Hours per Day value Role based This option will use the Billing Hourly Rate and Cost Hourly Rate specified on the individual Role records When logging hours against a Project the Hours Completed Billable will accrue when the Non Billable Indicator on the Time Log is FALSE Where it is TRUE the time will be attributed to the Hours Completed Non Billable There are currency fields that track the Billable and Cost values for the Project Hours will be taken into account for the Cost calculation regardless of whether they are billable or non billable Only hours that are considered billable will be calculated into the Billable value The example below aims to illustrate how this new functionality will work Scenario Mick Fanning works for Rip Curl and has been assigned as the Action Owner of an Action on a Project to build a new website The Action will require Mick to carry out both billable and non billable work to deliver the Action The following parameters will be used for the Project Hours Per Day 8 Billing Rate Standard Cost Rate Standard Billing Day Rate 1 200 Cost Day Rate 800 Billing Hourly Rate 150 Cost Hourly Rate 100 These parameters illustrate that Rip Curl will earn 150 revenue for every billable hour that Mick works on this Project For every hour work
6. Event Notify Start Hour Start Minute Non Billable PAN 0001 Milestone 2 Action 2 1 Bob Smith Project 1 Planned Non Billable Indicator OTT Emma Winkworth 3 4 2C To create a new Project Role you can quickly access the relevant page from the Mission Control Console v Create New Role To create a new Project Role directly from Mission Control click the button below Create Click to create a New Role Mission Control User Guide Version 1 29 January 2015 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud The Create New Role page will appear as follows Mission Control Create a new Role Save Cancel Role Source User Sulla akin y lt Select from Users and Contacts Project Lead 150 00 32 00 e Specify Role details C Ca Consultants Development Add the Role to Teams PC gl errr Please Select 1 Add Bowie Type Skill Active Proficiency Expiry Date Language English E 2 7 08 2015 Skil Furniture Design Record Skills for the Role 7 08 2015 Certification ADM201 7 08 2015 Certification DEV401 5 7 08 2015 Skill Apex Code 4 7 08 2015 Skill HTML Code 3 7 08 2015 Skill Needs Analysis 5 7 08 2015 A Role is linked to either a Contact or a User within your system To create a new Role follow the steps below Select whi
7. 07 2015 29 07 2015 Select Role Filter Project 36 Select Action 248 Select Status Filter Milestone 93 Notes Non billable Overtime Log Time Manually specify the number of hours you want to log Hours OR Track Time Click the button below to start tracking time on this Action Start Tracking Time Filter by Projects and or Milestones to find and select an Action Once you select the action you can change the action status select an amount of time to log specifying if it is non billable and or overtime as well as add notes You can also track time Once you click the Start Tracking Time you can go off and work on the Action when you come back to the Time Logger you ll have the option to Stop Tracking Time Track Time Started Tracking 7 08 2015 5 35 PM Time Tracked 0 hrs 0 min Stop Tracking Time OR Log Time You can ignore the time tracked and manually specify the number of hours you want to log below 0 This can be added to the Side Bar by clicking Setup gt Customize gt Home gt Home Page Layouts Click Edit and select Time Logger in the Narrow Components section Click Save If you would like this Time Logger to appear on all Side Bars not just on the SFDC Home Page you can configure this by clicking Setup gt Customize gt User Interface Ensure the Sidebar Setting Show Custom Side Bar Components on All Pages
8. January 2015 6 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Configuration Before you can begin using Mission Control there are a few steps required to configure the application to your specific Salesforce com org Assign Misston Control Licenses Mission Control is licensed on a per user basis When you install Mission Control into your Salesforce com org you will need to assign your Mission Control licenses to your Salesforce com users To do this follow the steps below Click Setup gt Installed Packages Click on Manage Licenses for the Mission Control App Click Add Users Select the Users you wish to grant Mission Control access to Click Add eS a PLEASE NOTE You do not need to assign Mission Control licences if you are installing in a Sandbox environment Home Chatter Files Leads Accounts Contacts Opportunities Reports Dashboards Distribution Manager Domain Manager Click Add Users to Should you need to increase the number of Mission Control user licenses please email missioncontrol aprika com au Set up Mission Control Daily Digest Mission Control can be configured to send Daily Digest emails to Action Owners grouping Actions into three categories 1 New Actions created Yesterday 2 Pending Actions with an End Date tomorrow 3 Overdue Actions that are Planned or In Progress with an End Date of yesterday or ear
9. Time Logs 5 Expenses 0 Rote Dea a Delete Clone Customize Page Edit Layout Printable View Help for this Page e Colin Johnson 19 04 2012 11 47 AM Colin Johnson 8 07 2015 7 14 AM Edit Delete cione Active Roles The Active checkbox on a role record makes the role available to use in pick lists If this field is unchecked then the role will be filtered out of pages such as Create Actions Time Logs Whiteboard and the Scheduler Skills The skills object allows you to maintain a list of skills e g Experience Certifications Languages which you can assign to roles using Skills Assignments To create a skill go to the Skills tab and then click on the New Button earch Search Emma Winkworth v Setup Help amp Training Mission Control v s Accounts Contacts Opportunities Mission Control Whiteboard Timesheet Skills Scheduler Reports e Skills Help for this Page gt Home View Edit Create New View Recent Skills New Click to create a new Skill You can then enter a name for the skill notes make the skill active and select a type to categorise the skill by Mission Control User Guide Version 1 29 January 2015 18 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Skill Edit Help for this Page gt New Skill ee Skill Edit Save Save amp New Cancel Information I Required Information Skill Name
10. grant access to all users Click Next to continue ccess best for limited deployments All internal custom profiles get full access User access set by profile recommended for most packages Previous Next Cancel Mission Control User Guide Version 1 29 January 2015 5 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Confirm you wish to install the package by clicking Install h Help for this Page ei Mission Control Step 3 Install Package Click to Install The package is ready to be installed Click Install to continue You will now get a message that states your installation is complete and Mission Control will show on your application list ee J instal Complete Quick Find Q Package Detalls E R zma zunn Mission Control Manag Mission Control showing Force com Home in Application list System Overview Uninstall View Components Manage Licenses View Dependencies Personal Setup ja Mission Control English First Installed Version Number Summer 2013 Package Type amc Allowed Licenses r Aprika Mission Control Used Licenses i API Access Unrestricted ble E 5 11 2013 Modified By www whwe 22 10 2013 2 47 PM gets were 22 10 2013 2 47 PM Congratulations Your Mission Control application has been installed correctly You are now ready to move on to Configuration Mission Control User Guide Version 1 29
11. quickly from the Gantt Chart New Action Owner Chris Woolcott Technical Developer H Progre Time period Ee 100 00 1 Review Busines 5 zl October x 201437 1 Days 06 October 2013 1 Design Solutior ess 100 00 wi Save Cancel undefined undefined E 1 Solution Archite v save wl te Review Solutior 2013 10 08 1 A Progro you can double click on the Action select a different Owner and click Save Creating Dependencies To create a dependency follow the instructions below Remember if you make any changes using the Gantt Chart please click the Save Project button Mission Control User Guide Version 1 29 January 2015 31 Copyright 2015 Aprika Business Solutions Click on the parent Action bar Click on the grey circle that appears on the right hand side of the bar Drag this circle to the left hand side of the child Action bar Ae ee Progress Progress 100 00 Review Busi sign Solu Progress 100 00 Solution Arc 9 Progress Progress 100 00 Action dependencies are illustrated with yellow connecting lines on the Gantt Chart Review Solu Save Project Add 1 Week to Start Add 1 Week to End Export to PDF 7 Task name Start time Duration o gt Click to Save Changes gs 2014 10 02 Misston Control Project Management in the Cloud Scheduler From the Mission Control Console you can quickly launch the Schedul
12. 000013 Incurred By Chris Woolcott EXP 000015 Incurred By Emma Winkworth EXP 000012 Incurred By Chris Woolcott EXP 000011 Incurred By Chris Woolcott EXP 000004 Incurred By Colin Johnson Use Latest Photo Take Photo Pick from Camera Roll Cancel Mission Control User Guide Version 1 29 January 2015 38 Cancel Expense ID Project Summer 15 Release Test Project Standard gt lt Incurred By Colin Johnson Category Accommodation Date 29 07 2015 Owner Colin Johnson Amount 500 Distance Km Miles Expense Notes eccece Telstra F 12 57 pm Cancel File Receipt x QWERT YU IOP AISIDIEIGIHUAIKIL Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Rescheduling a Project Should you need to reschedule Actions within a Project you can do so by editing each individual Action record However you can also mass reschedule all Actions within a Project from the Mission Control Console Reschedule a Project To reschedule a Project directly from Mission Control click the button below Select Project Select 3 Select a project to reschedule _Reschedule Project ems Click to Reschedule Project From the Project Rescheduler you need to follow the steps below in order to reschedule a Project s Actions 1 Select the Project you wish to reschedule 2 Specify the number of days to reschedule by add
13. 61 418 165 511 Web www aprika com au Technical Support Mon Fri 8 30am 5 30pm AEST Email support aprika com au Web www aprika com au mc support Sales Email enquiries aprika com au Feedback Some of the new features included in this release of Mission Control have come from ideas submitted from existing clients If you have an idea for enhancing Mission Control you can submit it via the Mission Control Chatter User Group If you are not already a member of the user group and would like to join please contact us on missioncontrol aprika com au Social Media Forums www aprika com au twitter www aprika com au facebook www aprika com au linkedin www aprika com au blog Mission Control User Guide Version 1 29 January 2015 48 Copyright 2015 Aprika Business Solutions
14. Chart looks like this v Gantt Chart Expand Columns Save Project Add 1 Week to Start Add 1 Week to End Export to PDF OF Task name Start time Duration Sun 11 01 Mon 12 01 Tue 13 01 Wed 14 01 Thu 15 01 Fri 16 01 Sat 17 01 Chicken 2015 01 15 1 Gd Action Chicken A Drinks 2015 01 13 3 Assigned To Emma Winkworth Din Water 2015 01 13 1 M Cola 2015 01 13 1 M Beer 2015 01 13 1 Whiskey 2015 01 13 1 M Champagne 2015 01 15 1 I Progress 62 50 Hors d oeuvres 2015 01 13 3 Progress 100 00 M Sliders 2015 01 13 1 Stuffed Pepper 2015 01 13 1 M Bruschetta 2015 01 15 1 Progress 100 00 amp Desserts 2015 01 15 2 Progress 100 M Cheese 2015 01 15 1 Progress 100 00 M Fruit 2015 01 15 1 Progress 100 00 M Chocolate Mou 2015 01 15 1 _ Progress 25 00 M Brandy Snaps 2015 01 16 1 Brandy Snaps Progress 100 Mission Control User Guide Version 1 29 January 2015 29 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Drag n Drop Rescheduling You can reschedule an Action simply by clicking and dragging to where ever you need to reschedule it to Milestone dates will automatically adjust to match Actions when they are moved Dependant actions will move with parent actions Wed 02 10 Thu 03 10 Fri04 10 Sat05 10 Sun 06 10 Mon 07 10 Tue 08 10 Milestone j Solution Scoping iaia hi P 100 00 Needs Analy SE e Si Progress 100 00 K ocument B
15. First Aid Certificate pmm Name the Skill Emma Winkworth Notes Indicates that the role possesses a first weng Make the Skill active z ZS 7 Add the Skill to a category Save Saveanetnn Save the Skill You can then assign the skill to roles using the Skills Assignment button Skill J First Aid Certificate Back to List Customize Page Edit Layout Printable View Help for this Page w Skill Assignments 1 Open Activities 0 Activity History 0 Skill Detail Edit Delete Clone SkillName First Aid Certificate Owner Emma Winkworth Change Notes Indicates that the role possesses a first aid certificate Active Da Type Certification Created By Emma Winkworth 13 10 2014 5 05 PM Last Modified By Emma Winkworth 13 10 2014 5 05 PM Edit Delete Clone Skill Assignments New Skill Assignment i Click to assign the Skill to Roles Action Role Name User Edit Del Emma Winkworth Emma Winkworth Open Activities New Task New Event Open Activities Help 2 No records to display Activity History Log a Call Mail Merge Send an Email Activity History Help This allows you to specify a proficiency and expiry date for each individual role that has the skill as well as make the skill record active for the role ZS Skill Assignment Edit Help for this Page New Skill Assignment Skill Assignment Edit Save Saved A Select the Role Information Required Information Role Co
16. Ga User Guide Mission Control Project Management in the Cloud Version 1 29 August 2015 Driven to Exceed www aprika com au Misston Control Project Management in the Cloud m Table of Contents ET ER ceca sg eer hen E EE ncaa cage em greece E E A E AE E lee E EEA Headers tsp deo AE 1 Introduction EE 2 MAVENS Mission EE EE 2 mMportant N OrMatON EEN 2 Installation ereen r EEEE ese ates pc E E EE A E E EE EE EAA EE E TEE A AE 3 EEGEN Ee 7 Assign Mission Control e E E 7 Set up Mission Control Daily RE EE 7 Mission Conto EE 8 Mission Control eege eebe 9 Create ET a 81 2 E 10 CHOU ING A e E E E E E E E E E N E E E E denn erinr eee E E E 14 Project Detall Page rrenen merine aa i E AEE E E A e Ee eee E REE EE EE E E E a a i tere 15 Non lee VC TE 16 Create a new Project Role ege 16 PYG ANS ROIC E 18 EE L NR ue CN 20 Active HERE eege 21 e ele 22 Creating an ACION EE 23 Sei ee a Cd WE 24 Milestone amp Action 01 eee manne ema ener en nme ene ern EN ORO ER oon NETE mene eee Senter ene eee ee eee me ee eee ee ee ee ee eer 24 Creating a RISK EE 25 Proj ct E 26 Project Charts eee ee e ee RT Ce Tae EAE EEEE EASES ee EEEE EEEE E IAEE E EERE EENE EEEE eee ee eer 28 Gantt CT EE 29 fol geo REES 32 B n AEN 33 EE eelere 36 Expense ManagenieNt eae pede reverse papain vat ee EE NEEN EEEE EEEE S E EEEE F EEE AT AE EEN TEATA T OE EEEE E AFE EEE EAEE NEEE EEEE poise 37 R scheduling a e EE 39 Whiteboard EE 40 Project Automaat
17. Gantt Chart e Milestone Overview o Action List e Risk Log To launch into a Project Overview from the Mission Control Console follow the steps below 1 Select the Project you wish to look at from the View Project Overview panel 2 Click View Project button Y View a Project Overview To launch the Project Overview page directly from Mission Control select the Project you wish to view from the list below and click the View Project button Select Project projeai e Select Project View Project View Gantt Chart View Scheduler Click to View Project VIEW Mission Control User Guide Version 1 29 January 2015 26 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud The Project Overview page will look like this Developing Mission Control latest version Aprika Admin v Setup Help Mission Control v Home Chatter Files Accounts Contacts Mission Control Bur Roles Reports Dashboards Whiteboard LogTime Timesheet Risks Scheduler Time Logger 4 Dinner Project amp Hors d oeuvres amp Main Meal CH PAN 6735 ai Desserts TLN 00001927 Australia Day NT Staff SA Staff WA Staff 2015 01 20 Filter Project 18 amp Filter Milestone Select Action 1 Mission Control User Guide Version 1 29 January 2015 27 Project Overview for Dinner Project 7 Project ovordew Project Dinner Project Emma Winkworth Status
18. In Progress 12 01 2015 16 01 2015 Purple Project Completion Status Cost Budget 5 000 00 Day Rate Cost Schedule 0 00 Project Day Rate Standard Cost Forecast 0 00 Hours Allocated 0 00 0 00 Project Financials dued 0 00 Hours Completed 14 50 0 00 Hours Scheduled 24 00 Hours Remaining 8 50 Material Costs Remaining 0 00 Hours Forecast 23 00 Material Costs Forecast 0 00 Scheduled Performance Under Allocated Hours Forecast Performance Under Allocated Hours Total Project Cost Scheduled gt 0 00 Total Project Cost Forecast 0 Actual Performance Under Allocated Hours Total Project Cost Actual gt 0 Burn Down amp Risk Charts E Ideal Tasks Remaining E Actual Tasks Remaining Sum of Task Estimates Hours 4 Burn Down Days Save Project Add 1 Week to Start Add 1 Week to End Export to POF Task name Start time Duration o Sun 11 01 Mon 12 01 Tue 13 01 Wed 14 01 Thu 15 01 Fri 16 01 Sat 17 01 D Chicken 2015 01 15 Progress 0 R Chicken St Gantt Chart Drinks 2015 01 13 Progress 70 83 D Water 2015 01 13 D Cola 2015 01 13 D Beer 2015 01 13 D Whiskey 2015 01 13 ID Champagne 2015 01 15 Champagne Freres amp Hors d oeuvres 2015 01 13 Progress D Sliders 2015 01 13 D Stuffed Pepper 2015 01 13 D Bruschetta 2015 01 15 Desserts 2015 01 15 Progress 100 D Cheese 2015 01 15 D Fruit 2015 01 15
19. Projects by Forecast Performance Performance Hours Remaining Summary by Matrix Report Displays the total Hours Remaining by Action Owner End Date for each Action Owner Hours Remaining Summary by Role Displays total Hours Remaining by Role Name for Actions with an End Date of less or equal to the Next 7 Days Hours Remaining Summary by Displays a summary of the number of Hours Status Remaining by Action Status Project Summary by Status Displays a summary of all Projects by Status Top Projects by Hours Allocated Displays the top Projects by the Hours Allocated Top Projects by Hours Remaining Displays the top Projects by the Hours Remaining Permission Sets Mission Control comes with a permission set called Mission Control Full which contains all components within the Mission Control package This will allow a System Administrator to quickly provide access to Mission Control without needing to assign access to the individual components The permission set can be assigned by going to Your Name gt Setup gt Manage Users gt Permission Sets gt Mission Control Full gt Manage Assignments Button gt Add Assignments Button and then select the users you want to add Mission Control User Guide Version 1 29 January 2015 47 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Contact Information 7 16 Gilbert Street Torquay Victoria 3228 Australia Tel 1300 446 133
20. a minus e g 10 to the number if you want to bring the dates forward 3 Select which Milestones you wish to reschedule 4 Select which Action Status values you want to reschedule e g if you only want to reschedule Actions with an Action Status of Planned or In Progress then select both of these values in this multiple picklist 5 Click the Reschedule button al f S Geet Home Chatter Files Accounts Contacts Mission Control 250 Roles Reports Dashboards Whiteboard Log Time Timesheet i Select Milestones to reschedule Specify action status values to filter by Reschedule Close Click to reschedule Copyright 2000 2013 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Compliance Once you click the Reschedule button the Start Date and End Date values of all Actions matching the criteria you specific above will be edited You will receive a notification at the bottom of the page advising you of how many actions have been rescheduled Mission Control iia Project Rescheduler Reschedule Manager Reschedule Close v Select Project Select Project Test Project v Reschedule Settings Days to change by bh g o Milestone 2 us Reeg Records Changed 2 records have been rescheduled Es Number of actions rescheduled EE Mission Control User Guide Version 1 29 January 2015 39 Copyright 2015 Aprika Business Solu
21. antt Chart View Scheduler Lee Gene Select 1 Clone Create New Role Reschedule a e To create a new Project Role directly from Mission Control click the button below To reschedule a Project directly from Mission Control click the button below Select Project Select H Daily Diges Project Automation Set a time for your users to receive the Daily Digest The digest is delivered at the chosen time every day To turn off the digest for all users simply uncheck the Digest Active box Control automatic Status updates using the settings below Digest Active ei Delivery Time Save Zensen Disable Auto Status Disable Auto Action Status Iess From the Time Logging page to submit time expenses against an Action follow the steps below Select the Project from the picklist Select the Milestone from the picklist Select the Action from the picklist Change the Action Status if required Select the name of the Project Member Enter the number of hours being logged Enter the costs of any expenses being logged Enter any supporting notes e g what progress was made in relation to this time log Enter the date 10 Click the Submit Time button Se ee ee Mission Control User Guide Version 1 29 January 2015 33 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Mission Control EZ Time Logging Timelog Proj
22. atio x Hourly Rate Manage Rates per Project You are able to specify hourly rates per Role per Project using the Manage Rates feature This means you can specify different hourly rates billable and cost for Roles that may be working across different Projects For Example when working on the project to develop a website for Billabong the Hourly Rates for Mick Fanning may be 150 billable and 100 cost However for a similar project to develop a website for Quiksilver we may have needed to offer a discount in order to secure the deal which means Mick Fanning s billable rate may only be 120 for this project To use this feature you need to set the rates prior to creating any Actions After creating the Project amp Milestones navigate to the Project Detail page and click the Manage Rates button This will take you to the following page where you ll be able to add the required Roles and specify the Billable and Cost Hourly Rates where applicable a Project Rates Manage Project Rates To use a Roles default rates leave the relevant field blank Role Name Job Title Chris Woolcott Mission Control User Guide Version 1 29 January 2015 13 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Cloning a Project You can also create a new Project by cloning the framework of an existing Project directly from your Mission Control Console Cloning a Project will c
23. ble 1 0 1 Billable 8 0 8 o Non Billable 0 0 0 Billable 1 0 0 o Non Billable 0 0 0 Billable 2 0 2 e e oe Non Billable 0 0 0 Billable 1 0 1 Non Billable 0 0 0 P E Pl ERP BEF FERPl FERPi PBF PBIF SFF FF f SIE 2 p o lo y l a l llo a o ello o o PERE ER ER EG GEER ER EG GE EE ER Billable 4101 14 Q o o e T Design UI S view C k k k k k Non Billable 1 0 14 From the Timesheets page to submit time expenses against an Action simply enter the time in the relevant date field for that Action Note If you want to add time to an Action you have previously entered time against simply increment the number in the time field for that action To view the details of the hours already logged click on the icon and it will display a pop up window with the hours and notes of all relevant time logs If you wish to add comments to support the hours being logged double click in the relevant hours field and a dialogue box will appear allowing you to enter the supporting notes Mission Control User Guide Version 1 29 January 2015 36 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud mm aly Time Log Summary 3 10 2013 pr P Add comments box Time Log Summary appears when you appears when you double ci Hours 4 Notes more comments click on the click on the Hou
24. ch object Contact User you want to use Type in the name of the person note you can use the lookup feature Mark the role as active inactive roles will be filtered out of pages such as Create Actions Time Logs Whiteboard and Scheduler 4 Enter the Job Title for the Role e g Project Manager 5 Enter an hourly rate for this project role if desired 6 Enter the roles available hours per week This is used to show the roles capacity on the scheduler 7 Specify if the project member should receive the daily digest 8 Specify if you want this role to be able to manage timesheets for other roles Mission Control User Guide Version 1 29 January 2015 17 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud 9 Add the role to teams Teams are used to manage groups of people on the whiteboard scheduler as well as skills and holiday management 10 Record the roles skill sets and proficiency 11 Click Save You will be directed to the Detail page for this record where you will see all of the contact details have been linked through to the Role record see example below This Role will now be available to assign actions to from within your Projects amp Colin Johnson Back to List Installed Package Projects 5 Milestones 5 Actions 5 Team Assignments 3 Skill Assignments 5 Holidays 5 Open Activities 0 Activity History 0 Notes amp Attachments 0
25. clone Milestones amp Actions Milestone Name Milestone 1 Status Planned Milestone Owner Milestone Notes Mission Control User Guide Version 1 29 January 2015 14 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Project Detail Page A project detail page looks like this From here you can navigate through Milestones and Actions as well as manage Non Billable activity amp Risks Project me Aprika Website Build Customize Page Edit Layout Printable View Help for this Page Show Feed Back to List Installed Package Risks 0 Milestones 3 Expenses 0 Open Activities 0 Activity History 0 Notes amp Attachments 0 Project History 3 Cases 0 Opportunities 0 Project Detail Edit Delete Clone Sharing Manage Rates Create Actions Project Overview Reschedule Project Name Aprika Website Build Project Owner Colin Johnson Status In Progress Account DPL Logistics Start Date 20 07 2015 Contact Jeremy Clarkson End Date 26 07 2015 Opportunity Drop Software Development Project Settings Billing Type Project Budget 5 000 00 Gantt Chart Unit Hours Per Day Billing Rate Standard Cost Rate Billable Day Rate 1 000 00 Cost Day Rate 7 Billable Hourly Rate 125 00 Cost Hourly Rate 0 00 Overtime Allowed Billable Overtime Allowed Cost Overtime Ratio Billable Overtime Ratio Cost Non Billable You can seta project to no
26. day to Teams Holiday Customize Page Edit Layout Printa Q Christmas Close Down Back to List Holiday Assignments 1 Holiday Detail Edit Delete Clone Holiday Name Christmas Close Down A Emma Winkworth Change Start Date 24 12 2014 End Date 2 01 2015 Role Created By Emma Winkworth 9 10 2014 2 56 PM Last Modified By Emma Winkworth 9 10 2014 3 11 PM Edit Delete Clione Holiday Assignments New Holiday Assignment Action Team Name i e Del All Staff Apply the Holiday to Teams here Back To Top Always show me fewer A W more records per related list Mission Control User Guide Version 1 29 January 2015 22 Copyright 2015 Aprika Business Solutions Mission Control Project Management in the Cloud Holidays appear in red on the scheduler to help you plan around these periods Emma Winkworth v Setup Help amp Training Mission Control v Home Chatter Files Leads Accounts Contacts Opportunities Mission Control Whiteboard Timesheet Reports Dashboards Teams Projects Roles Risks Holidays URL Actions Documents Bugs v Select Teams And Select Skills E 1 Project s Filter Save Actions Month Timeline 22 Dec 2014 4 Jan 2015 Mon 22 Dec Tue 23 Dec Wed 24 Dec Thu 25 Dec Fri 26 Dec Sat 27 Dec Sun 28 Dec Mon 29 Dec Tue 30 Dec Wed 31 Dec Thu 01 Jan Fri 02 Jan Emma Winkworth Junior Salesforce com Consultant Hour Allocation 0 64 Colin Johnson Mana
27. e to access the Project record directly by navigating to the Project tab or searching for it using the standard salesforce com global search functionality ii Project 1 Show Feed Project Detail ProjectName Project 1 Status Planned Start Date 2 3 2014 End Date 2 14 2014 Project Day Rate Standard Tick the archived checkbox to remove a project from the Mission Control Project pick lists Adding Custom Field to the Project Overview Mission Control users can now add their own Custom Fields to the Project overview and project clone page s Create your Custom Field in the usual way and simply navigate to the Setup Menu gt Create gt Objects gt Projects gt Field Sets to add them to the Project Overview page and or the Clone Project page by dragging your custom field into the Field Set From the Field Sets area click edit next to custom fields Field Sets BETA New Fieki Sets BETA Help 2 Action Field Label Installed Package API Name Where is this used Edit Custom Clone Fields Mission Control amc__Custom_Clone_Fields Used on the Clone Project Visualforce Page Edi gt 4 Custom Fields Mission Control amc__Custom_Fields Project Overview page Allows customers to add there own fields to the project overview page Select edit next to the Custom Fields Field Set Drag and drop the required fields into the Field Set and Save Mission Control User Guide Version 1 29 January 2015 44 Copyr
28. ect Milestone Action Action Progress Action Status Role Hours Non Billable Costs Date Select Project D a 21 01 2015 1 21 01 2015 Remove indicates required field 1 Add Row s Submit Time Click to submit all time logs Click to add another row To add another Time Log row click the Add Row s button alternatively you can enter the number of rows you wish to add and click Add Row s Should you wish to remove a Time Log row prior to submitting click the Remove button Once you are ready to save all your new Time Log records click the Submit Time button By clicking on the Action Progress link all existing Time Logs will be displayed beneath the form so you can quickly see what time progress has already been accounted for See the image below for an illustration of this Mission Control ai Time Logging Timelog Project Milestone Action Action Progress Action Status Role Hours Non Billable Costs Dinner Project Drinks Champagne 4 25hours In Progress _ AprikaAdmin indicates required field 1 ada Rew Sub Time A Click the link to display the current Time logs below Action ID PAN 6723 Start Date 21 01 2015 End Date 23 01 2015 Hours Scheduled 2 00 Hours Completed 1 25 Hours Remaining 0 75 Time Log ID Role Name Hours Completed Date TLN 00001822 Aprika Admin A 13 01 2015 TLN 00001823 A
29. ence to the way the calculations will work However on a Fixed Price project you may want to restrict the number of Billable hours completed to ensure it does not exceed the scheduled billable hours To assist with this Mission Control includes a Validation Rule that will prevent the User from logging time if it will push the completed billable hours over the scheduled billable hours Out of the box this Validation Rule is inactive If you would like to activate the rule please carry out the following steps Click Setup Click Create Click Objects Click Time Log Navigate to the Validation Rules Section Click Edit next to Fixed Price Hours Scheduled Click the Active Checkbox Click Save Overtime You can specify on an individual Project basis whether overtime can be calculated into the billable and cost values On the Project record you now have the following fields Overtime Allowed Billable Checkbox Overtime Ratio Billable Number 16 2 Mission Control User Guide Version 1 29 January 2015 12 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Overtime Allowed Cost Checkbox Overtime Ratio Cost Number 16 2 When logging time the User will be able to specify whether or not the time they re logging is Overtime If the above fields have been set the billable and cost values for the Project will calculate the Hours x Overtime R
30. er for a specific project To do so simply follow the instructions below 1 Click View Scheduler button Y View a Project Overview Select Project or leave blank to To launch the Project Overview page directly from view scheduler for all projects and click the View Project button Select Project Project 1 Gel _View Project View Gantt Chart View Scheduler Click to view Scheduler The Scheduler provides a calendar style view of Action records and offers the following features e Filter actions by Projects Teams or Skill Sets e Colour Coding of Weekends Grey and Holidays Red and Actions based on Project e Drag and drop functionality to reschedule and reassign actions e Hours allocation display showing hours scheduled versus hours available per week for each Role Where the hours allocated are more than the hours per week this will be highlighted red e Action Hover Views which show key action information e Quick access to Action detail pages by double clicking on the action e Ability to set Projects Milestones or Actions to be excluded from the Scheduler e Optimized for use on Tablets Developing Mission Control latest version Select month or timeline view simin e sep w EE 3 Save Action Changes 20 Jan 2015 2 Feb 2015 Sat 24 Jan Sun 25 Jan fon 26 Jan ue 27 Jan Wed 28 Jan Thu 29 Jan Fri 30 Jan Sat 31 Jan Sun 01 Feb Mon 02 Feb Hours Allocated 0 80 ee Drag n Drop to RT r
31. es OTC Eege and password a Experience Salesforce anywhere any time DT X on any device See the app Log in to Salesforce _ Remember User Name Click the Login button f Webinar How to grow pipeline Free whitepaper gt Register now A Forgot your password Sign uptorres Copyright 2000 2014 salesforce com inc All rights reserved Mission Control User Guide Version 1 29 January 2015 4 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Review the package contents and click Continue Leads Accounts Contacts Opportunities Forecasts Contracts Cases Solutions Products Reports Dashboards Package Installation Details Help for this Page Fes hn te Review details and Version Name Winter 2014 VersionNumber 1 17 4 i click Continue Publisher Aprika Mission Control Description caren Package Components gt Code 36 gt Fields 126 gt Resources 55 v Tabs 11 Action Installation Notes Create This is a brand new component Action This is a brand new component Role This is a brand new component Timesheet This is a brand new component Log Time This is a brand new component Milestone This is a brand new component Risk This is a brand new component Project This is a brand new component Scheduler This is a brand new component Mission Control This is a brand new component Whiteboard This is a brand new component A
32. eschedule actions Joe Bloggs Project ger Hours Aiocated 30 20 Hours Scheduled 2 00 Hours Remaining 2 00 Admin User Hours Allocated 0 80 Remember if you make any changes to Actions via the Scheduler please click the Save Actions button Mission Control User Guide Version 1 29 January 2015 32 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Time Logging You are able to log both time and expenses against any Action within a Project This can be done by navigating to each Action record and creating a new Time Log record Alternatively you can log time expenses against multiple Actions across multiple Projects in one go using the Time Logging page You can quickly access the Time Logging page from the Mission Control Console by clicking the Log Time button in the Log Your Time panel From the Mission Control Console you can quickly perform the following actions Mission Control Project Management Console Mission Control Mission Control Y Create New Project Clone an Existing Projec Y View a Project Overview To create a new Project directly from Mission Control enter the Project Name and click the button below To clone Bereet entdecke Project you wish to view from the list project select one from the drop down list and click Clone below and click the View Project Duo me Maree CS Milestone Name View Project View G
33. eted Auto Milestone Status If this feature is active the milestone status will automatically be updated based on the related action that is furthest ahead It will not update to Completed unless all actions are at a stage of Completed Auto Action Status If this feature is active all actions relating to a milestone will be updated to match the status of the Milestone if it is manually updated Auto Action Reschedule This feature automatically reschedules dependant actions by the same number of days when the parent action is rescheduled Time Log Update Action Status This feature automatically updates the status of an action to In Progress when time is logged against it if it is currently set as Planned Dependant Action Notification Alerts This feature sends an email to the Action Owner of any Actions that are dependant on another Action when the parent Action s Status is updated to Completed Action notification emails are optional and are not switched on by default Individual Action Owners can subscribe unsubscribe to these notifications as required In order for Action Owners to receive notification emails the Receive Action Notifications checkbox on the Role record must be set to TRUE You can also disable this functionality entirely within the Project Automation section of the Mission Control console by ticking the Disable Automatic Notifications for Dependant Actions checkbox and c
34. ging Director Hour Allocation 0 16 Creating an Action When creating an Action you need to associate it to a Milestone and fill in the relevant details as per the example below Time Logs 0 Risks 0 Open Activities 0 Activity History 0 Notes amp Attachments 0 Actions 0 Action History 2 Action Detail Action ID Milestone Action Name Action Owner Project Name Status Dependant Action Task Event Notify Start Hour Start Minute Non Billable Non Billable Indicator Notes Created By GE Time Logs No records to display Edit Delete Clone PAN 0000 Milestone 1 Action lt Action details Bob Smith Project 1 Planned Specify action start time so that event can be recorded in the calendar Emma Winkworth 3 4 2014 3 19 PM Edit Delete Clone Start Date End Date Days Remaining Hours Scheduled Hours Completed Hours Remaining Material Costs Scheduled Material Costs Completed Material Costs Remaining Hours Scheduled Cost Hours Completed Cost Hours Remaining Cost New Time Log gt Create Time Logs It is recommended you create Actions from the Milestone record that way they are automatically related to the correct Milestone You can create multiple Actions for one Action time amp cost information Emma Winkworth 3 4 2014 3 19 PM Time Logs Help Project To access the Create Actions form click the Create Actions bu
35. h a set of standard reports and a dashboard The reports include e Actions by End Date e Actions by Status e Completed Projects by Actual Performance e Current Projects by Forecast Performance e Hours Remaining Summary by Action Owner Matrix Report e Hours Remaining Summary by Role e Project Summary by Status e Top Projects by Hours Allocated e Top Projects by Hours Remaining Mission Control User Guide Version 1 29 January 2015 45 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud To access the Mission Control dashboard click the Dashboards tab and select Mission Control Dashboard from the drop down which is contained in the Mission Control Dashboards folder Chatter Files Accounts Contacts Mission Control Projects Roles Reports KIM Whiteboard LogTime Timesheet Go to Dashboard List 6 Mission Control Dashboard Q Find a dashboard v Edit Clone Refresh As of Today at 10 58 AM Hours Remaining by Role Name Projects by Status Actions due by End Date 4 2 End Date 27 10 2013 2 30 10 2013 2 Shows Number of Actions Due by End Date where Status is Planned or In Progress ing w Top 10 Projects by Hours Allocated _ 05 Sum of Hours Remain Record Count Project ProjectName Sum of Hours Allocated John Smith j In Progress Test Project 0 Role Name Status Test Project 2 0 Shows Hours Remaining where End Date is lessor Shows Total Numbe
36. her Project e Status Complete 7 Articulate the business Non Billable Q 9 requirements for the solution Other Milestone Data Non Billable Indicator Actions Adjust Action Dates 3 10 2013 22 02 2014 Name Owner s u Create Task Create Event Notify Owner Needs Analysis Workshop Colin Johnson ES A T kel LI Document Business Require chris Woolcott ES 4 10 2013 22 02 2014 4 10 2013 22 0 ise the findings oft Complete el k kel e Review Business Requireme Richard Hammond Ou 7 10 2013 22 02 2014 7 10 2013 22 02 2014 Please review the document Complete el 4 m o Mission Control User Guide Version 1 29 January 2015 24 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Creating a Risk When creating a Risk you need to associate it to a Project and fill in the relevant details as per the example below Risk Edit Help for this Page amp New Risk Risk Edit P Milestone Risk Details P Information Required Information None Area of Impact Available Chosen Time LE Cost k Quality L4 inpact Rating Lee Risk Assessment Probability Rating None Proximity gt None None Counter Measure Description Risk Counter Measures It is recommended you create Risks from the Project record that way they a
37. ight 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Custom Fields Custom Fields Save Cancel Undo Redo E Field Set Properties Save Cancel Il Undo WEE Ili Field Set Properties EES Sa D mpel Coniac name s Account Language When you have added your fields click to Save Drag fields into the Drag any of the fields above Fjeld Set here In the Field Set Drag any of the fields above into the list below In the Field Set Opportunity gt Order Number Drag and drop the fields you want lied in Opportunity gt Deivery installation Status the Field Set Contact gt Languages Custom fields added to the field set will then be visible in the Other Project Data section of the Project Overview Page Mission Control E Project Overview J Show Feed Project Overview for Project 1 Project Project 1 Custom fields will show in the Status Planned Start Date 2 3 2014 Other Project Data section of End Date 2 14 2014 Colour _ the Project Overview page w Other Project Data Delivery Installation Status v Project Financials Project Completion Status 0 Cost Budget Day Rate Cost Schedule 0 00 Project Day Rate Standard Cost Forecast 0 00 Hours Allocated 0 00 Cost Actual 0 00 Misston Control Dashboard Whilst you can create custom reports and dashboards to meet your own requirements Mission Control comes wit
38. io LE 42 Project PANINI INE E 44 Adding a Custom Field to the Project e TT 44 Mission Control DAS OE neste acces ee ese cate deters E EEEE AETA EEEE TETE AREFE AEE ERER A REEERE EEA Ea densa ilar caesiiandenedivieaterscunipacee 45 Ee E 47 CONTICEINTOrMA LION E 48 RE lee SOU OT dE 48 EE 48 SocialMedia FOrUMIS cette ect chai aden ee a te ted E NE EE EEEE EEE AREE EREE te acct EE ER ease thang pend pho E EE E E EE E AEE 48 Mission Control User Guide Version 1 29 January 2015 il Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Introduction Welcome to Mission Control the cloud based project management system that helps you keep your finger on the pulse Having access to all of your project data in the Cloud we are confident you will enjoy using Mission Control This user guide will assist you with the installation configuration and administration of Mission Control What is Mission Control Mission Control is a native application that runs on the Force com platform It is a project management system that integrates with the cloud based CRM system Salesforce com It enables you to manage all of your projects from the cloud integrated with your existing Salesforce com system Important Information Mission Control is available for the following editions of Salesforce com Professional Enterprise Unlimited Performance Developer Force com If you are using any o
39. ious aspects of your projects These objects are e Project contains the summary information for the overall project e Milestone used to group a set of project actions e Action contains the detail required for a specific project task e Time Log and Timesheets contains details of any progress made for a specific action e Role contains the details of a User or Contact who has a role in a Project e Risks contains records of any risks recorded for a project milestone or action e Skills contains the different skills and certifications that you can apply to roles e Teams allows you to group roles together into teams such as managers or sales e Holidays allows you to record holidays and other time off for roles or teams You can access each object in the usual manner via their own individual tabs However you can launch straight into most of these areas directly from the Mission Control Console Mission Control User Guide Version 1 29 January 2015 8 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Misston Control Console The Mission Control Console has been designed to work as your command centre providing quick access to any aspect of your project data Colin Johnson Help Mission Control Home Chatter Files Accounts Contacts Opportunities RTR Projects Roles Reports Dashboards Whiteboard Scheduler Timesheet Log Time Holidays Skills Teams Documents M
40. is set to TRUE Click Save Mission Control User Guide Version 1 29 January 2015 35 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Timesheets The Timesheet allows Users to view all of their Actions that are due within a given week The User is able to log time view existing time already logged and add comments To access the Timesheet form click on the Timesheet button from the Mission Control Console in the Log Your Time section v Log your time To log your time against your Actions directly from Mission Control Timesheets Click to access timesheets If you have not logged any time for the week in view no values will be visible in the hours fields However once you have entered time when you subsequently revisit the Timesheet those hours will be visible Timesheet for Colin Johnson Project Manager Filter Filter by Role User and Week Role User Colin Johnson Week 19 07 2015 22 07 2015 Go Show overdue Actions Act Type Hours 19 07 15 20 07 15 20 07 15 22 10715 23 07 15 2410715 25 07 15 Sun Mon Tue Wed Thu Fri Sat Billable 41212 e 2 00 Non Billable 1 1 0 lick icons to view details of time Billable 8 0 45 7 55 0 35 Non Billable 0 0 0 Billable 3 16 37 0 Non Billable 5 0 5 Billable 6 0 6 Non Billable 0 0 0 Billable 3 0 3 Non Billable 0 0 0 Billable 6 0 6 Non Billable 0 0 0 Billable 4 0 4 e o Non Billa
41. ission Control Time Logger Project Management Console Mission Control 7 08 2015 7 08 2015 Colin Johnson Project Mission Control Filter Project 93 Filter Milestone 30 Y Create New Project Clone an Existing Project Y View a Project Overview rectly from Mission Control enter the Project Name and click the button below To clone a project To launch the Project Overview page directly fram Mission Control select the Project you wish to view from the list below and Clone click the View Project button Select Action 699 i a new Project directly one from the drop down list and click ronn 17 Milestone Name Select Status Select Project _ Select D Notes Ed EE EE View Project View Gantt Chart View Scheduler Non billable EE Remove Overtime Add Row Row Create Project Clone Select Clone Log Time pr specify the number hours you want to log Hours Log Time Track Time Click the button below to start tracking time on this Action Start Tracking Time Y Create New Role Y Reschedule a Project To create a new Project Role directly from Mission Control click the button below To reschedule a Project directly fram Mission Control click the button below Ce Select Project Select D Reschedule Project REESEN To log your time against your Actions directly from Mission Control To
42. l Overview Details Reviews CH Provider Save How would you like to continue 3 amp Install in production Choose to install in A e sandbox or production p Install in sandbox Test in a copy of your production org Mission Control User Guide Version 1 29 January 2015 3 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Confirm you agree to the terms and conditions and install the application Almost there i Before installing please review the customization guide to familiarize yourself with the installation and configuration steps for this application WHAT YOU ARE INSTALLING WHERE YOU ARE INSTALLING PACKAGE ORGANIZATION Mission Control Project Management for Salesforce undefined VERSION EDITION Mission Control Winter 2014 1 17 4 Developer Edition SUBSCRIPTION USER NAME Free Trial emma winkworth1 aprika com au DURATION 14 Days Accept the terms and conditions NUMBER OF SUE 5 Subscribers Click to Confirm and Install JI have read and agree to the terms and conditions Cancel Install Back to previous step Cancel Install Back to previous ste TEEN Salesforce com Inc is not the provider of this application but has conducted a limited security review Please click here for detailed information on what is and is not included in this review Enter your Salesforce com User Name and Password and click Log in to Salesforce sal
43. launch the Project Whiteboard directly from Mission Control click the button below Timesheets View Whiteboard aati pecan Verdeele ban sg The digest is delivered at the chosen time every cay To turn off the digest for all users simply uncheck the Digest Active Digest Active Control automatic Status updates using the settings below Delivery Time 90 00 DR est Disable Auto Project Status Se Check this box to disable the Project Status field from being automatically updated based on Save Milestone updates Disable Auto Milestone Status Check this box to disable the Milestone Status field from being automatically updated based on s Disable Auto Action Status Check this box to disable the Action Status field from being automatically updated based on Milestone Status updates Disable Auto Action Reschedule Check this box to disable the automatic rescheduling of an Action by the same number of days as its parent Acton Disable Time Log Updates Action Chuck Bas bow to bette toe Adian Sieben tus field from being automatically updated to In fe ger ee eee s Planned Disable Notifications for Dependant Bee dependant action is marked as Complete Default Hours Control Per Day the default value for Hours Per Day This can be set individually per project If left this default will apply From the Mission Control Console you can quickly perform the following actions e Create a new project fra
44. licking Update An example of the email notification is as follows Mission Control User Guide Version 1 29 January 2015 42 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud leide Mission Control Action Notification Action Notification 15 01 2015 Dear Emma Winkworth This notification has been issued to you as you re the owner of Actions that are dependant on other Actions in Mission Control that have now been marked as complete Dependant Actions The Following Action s are dependant on their respective parent actions Action Name Project Parent Action Brandy Snaps Dinner Project Steak 16 1 2015 16 1 2015 Planned l e Aprika Business Solutions www aprka com au support aprika com au if you no longer wish to receive these notifications please ask your Project Manager to adjust your subscription settings Disabling Automatic Updates Automatic updates are enabled by default However if you would like to disable any of the features you can do so from the Mission Control console To disable automatic updates simply tick the updates that you would like to disable and then click the Update button v Project Automation Control automatic Status updates using the settings below Select checkboxes to Disable Auto Project Status disable automatic ce sla disable the Project Status field from Bing status updates tor Disable Auto Milestone Status particular objects
45. lier Mission Control User Guide Version 1 29 January 2015 7 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud These Daily Digests can be activated from the Daily Digest panel of the Mission Control Console by following the configuration process below 1 Check the Digest Active checkbox on the Mission Control homepage 2 Select your preferred start time We recommend picking a time early in the morning so that it gives your users enough time to complete their actions e g 5am 3 Click Save Y Daily Digest Set a time for your users to receive the Daily Digest The digest is delivered at the chosen time every day To turn off the digest for all users simply uncheck the Digest Active box Digest Active O af Tick this checkbox to Delivery Time 90 00 2 receive the daily digest Va Select the delivery time Click to save the changes Your daily digests are now active and will be generated daily at the start time you specified Note Each individual Action Owner can subscribe unsubscribe to the digest email by adjusting the Receive Digest setting on their Role record The default is subscribed That s it That is all the configuration you need to do You are now ready to start using Mission Control Continue reading to find out how to launch your first mission Misston Control Mission Control consists of nine main objects that hold the data relating to var
46. lin Johnson 4 Select the Skill Skill First Aid Certificate Proficiency e Active Expiry Date 8 10 2015 13 10 2 Record the expiry date for the Skill Save your Skill gt Save Save amp New Cancel Multiple skills can easily be managed for individual roles via the Skill Assignment section of the role edit page as follows When adding skills you can also filter by skill type to search for a specific group of skills Mission Control User Guide Version 1 29 January 2015 19 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud v Skill Assignment Type Skill Activate i Proficiency Enter an Filter Skill Type ADM201 None 1 9 09 2014 eral RF EAN ah MP Som S None expiry date Deactivate piry Filter Skill Type DEV401 None 9 09 2014 Filter Skil Typ Filter Skill Needs Analysis Skill N 3 N 9 09 2014 by type Filter Skill Type Apex r 9 09 2014 Filter Skill Type Solution Architecture m i 9 09 2014 Filter Skill Type Visualforce Add the proficiency Filter Skill Type Please Select 1 of the Skill Teams The Teams object allows you to create teams of roles for example Marketing Directors etc which you can then use to easily apply holidays and skills to Teams can also be filtered on scheduler and whiteboard so that
47. mework e Create a new project role e Log time against your projects and view your Timesheet e Seta time to receive your daily digest e View a Project s Overview page e View a Project s Gantt Chart e View the Scheduler for a specific project or all projects e Reschedule a project e View the Whiteboard e Control the project automation settings Mission Control User Guide Version 1 29 January 2015 9 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Create a new Project To create the framework of a new project quickly directly from your Mission Control Console follow the steps below Enter a Project Name Enter the Milestone Name Add additional Milestones as required using the Add Row button Click Create Project SY You can remove any of your Milestones by clicking the Remove button You can also clone an existing Project by clicking the Clone button v Create New Project Clone an Existing Project To create a new Project directly from Mission Control enter the Project Name and click the button below To clone a project select one from the drop down list and click Clone Project Name project 1 Enter the Project Name Milestone Name Milestone 1 f Remove i Enter a name forthe Milestone Lot i KEE AOW Milestone 2 Remove ne Click to create Clone Selec hone the Project Click to add row so that you can add additional Mile
48. n Golour Bt bebe billable by ticking this checkbox Exclude from Timesheet Hours Information Hours Allocated 40 00 Hours Scheduled Billable 30 00 Hours Scheduled Non Billable Total Hours Scheduled 30 00 Hours Completed Billable 0 00 Hours Completed Non Billable Total Hours Completed 06 00 Hours Remaining Billable 30 00 Hours Remaining Non Billable Total Hours Remaining 30 00 Hours Forecast Billable 30 00 Hours Forecast Non Billable 0 00 Total Hours Forecast 30 00 Material Costs Information Material Costs Scheduled 0 00 Material Costs Remaining 0 00 Material Costs Completed 0 00 Material Costs Forecast 0 00 Expense Information Anticipated Project Expenses Actual Project Expenses Financial Information Hours Scheduled Value Billable 3 750 00 Hours Scheduled Value Cost P amp L Scheduled 3 750 00 Hours Completed Value Billable 0 00 Hours Completed Value Cost P amp L Actual 0 00 Hours Remaining Value Billable 3 750 00 Hours Remaining Value Cost P amp L Forecast 3 750 00 Project Performance Summary Project Completion Status O Total Project Cost Scheduled Scheduled Performance Under Project Budget Total Project Cost Forecast 3 750 Forecast Performance Under Project Budget Total Project Cost Actual 0 Actual Performance Under Project Budget Description Created By Colin Johnson 18 07 2015 7 45 AM Last Modified By Colin Johnson 25 07 2015 7 38 AM amp Risks No records to displa
49. opy across all Milestones and Actions for the Project You can keep these details as they are or edit them before saving To clone a Project simply follow the steps below 1 Select the Project you wish to clone from the pick list 2 Click Clone v Create New Project Clone an Existing Project To create a new Project directly from Mission Control enter the Project Name and click the button below To clone a project select one from the drop down list and click Clone Select Project to Clone Click to Clone Add Row Create Project _ This will take to you the Clone Project page where you can enter information relating to your project Under the Project Settings section you can change the Start Date of the Project simply by selecting the correct date and clicking Update These settings will be applied across the whole Project This is the clone edit page You can edit the project details milestones and actions before Saving your clone Clone Project aii Project 1 Clone Project Cancel Project Name Status Project Day Rate 3 Edit Project details Colour BEE Milestones and Actions Description before saving your clone if required Project Settings Settings changed here will be applied across the whole project g S StatDate 3 4 2014 vaste Change the start date for the whole project here Click Update update to apply date changes before saving your
50. pprove the package API access by clicking Next Package Installer Help for this Page Mission Control Step 1 Approve Package API Access Step 1 of 3 These settings control the access that s controls and other components in this package have to standard objects via the API The access will still be constrained by the user s profile You can view and edit the package AP access to standard objects after the package is installed from the package detail page Tell me more Package Custom Objects This Package will have the user s access via the AP to all Custom Objects in your Organization Extended Object Permissions i Goals S SS Goal Collaborators Goal Links Feedback Feedback Questions Push Topics sya geeg ge gg amp DN GN SG GW RRR GR NR amp SE gg RR RRR NR A x ARR RR KN Feedback Question Sets Solutions Click Next to approve ANTIN SISIN RNIN NTN NSIN By ESD RD EEN ken BX A e eN Sib En eS IRS RR OR BN Rp Ries IS E EN aN Ce lh e SE EO Feedback Requests the package access General User Permissions This Package will be able to use all of the General User Permissions from the user s Profile Administrative Permissions This Package will be able to use all of the Administrative Privileges from the user s Profile Choose your security level by selecting Grant access to all users and then clicking Next Package Installer Help for this Page Mission Control Step 2 Choose se Select to
51. prika Admin I 13 01 2015 Salesforce 1 Time Logger The Salesforce1 Time Logger page allows users to quickly select a Project Milestone and Action to quickly and easily log time and update the status of Actions on the go A eccce Telstra F Close What I Follow e Mission Control Time Logger Aprika Website Build Chris 29 Jul 2015 Woolcott 21 July Filter by Projects and or changed Owner on Milestone Training to Chris Woolcott Select Role Milestones to i Like Comment Aprika Website Build Chris Woolcott 21 July find and select Filter Project 36 an Action Filter Milestone 93 Once you select changed Owner on Milestone Build to Chris a the Action you Select Action 248 We Like can change the Tap on the Log Action Status Select Status Time Action select an amount of time changed Owner on Mil stone Design to Colin Johnson 4 Log Time to log as well as Non Billable add notes Mission Control User Guide Version 1 29 January 2015 34 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Side Bar Time Logger The side bar Time Logger is a Visualforce component that allows users to quickly select a Project Milestone and Action so they can log time and update the status of Actions from anywhere within Salesforce com Mission Control Time Logger 29
52. r of Projects by Status Shows the Top 10 Projects sized by the Hours equal to Next 7 Days and Status is Planned or In Allocated Progress Actions by Status for This Month Top 10 Projects by Hours Remaining Hours Remaining by Status Project Project Sum of Hours 2 Name Remaining Test Project 2 2 Test Project 2 Top 10 Projects sized by the Hours Remaining ing eh o in Record Count Status Sum of Hours Remain y Planned In Progress E Planned Bin Progress Status Shows all Actions by Status for This Month Shows Hours Remaining by Status where Status is Planned In Progress or On Hold Actual Performance for Complete Projects Forecast Performance for Current The underlying reports that feed the Mission Control dashboard can all be located in the Mission Control Reports folder within the Reports tab The reports supplied with Mission Control are listed below Report Name Description Actions by End Date Displays all Planned and In Progress Actions grouped by Action End Date Actions by Status Displays all Actions with an End Date This Month grouped by Action Status Completed Projects by Actual Displays summary of Projects that are Complete Performance grouped by Actual Performance Mission Control User Guide Version 1 29 January 2015 46 Copyright 2015 Aprika Business Solutions Mission Control Project Management in the Cloud Current Projects by Forecast Displays the number of
53. r or whiteboard by teams only roles that have an active team assignment will show Mission Control User Guide Version 1 29 January 2015 21 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Holidays Holidays allow you to record annual leave public holidays and other unavailable time for individual roles or entire teams which can then be easily seen on the scheduler for consideration when planning You can create a holiday record directly from the Holidays tab or from the Holidays related list of a Role record Holidays Help for this Page e Home View all Got Edit Create New View Recent Holidays Bei 8 Recently Viewed Holiday Name Melbourne Cup Public Holiday To complete the holiday record give ita Name and enter the Start Date and End Date of the Holiday From here you can assign the holiday to an individual role or leave it blank if you would like to apply it to a team Holiday Edit Christmas Close Down Holiday Edit Save Save amp New Cancel Information lt Give the Holiday a name Holiday Name nristmas Clos Owner Emma Winkworth Start Date 24 12 2014 S001 d Enter the Holiday Start and End Date EndDate 2 01 2015 9 10 2014 agii A lt Apply the Holiday to an individual Role Save Save amp New Cancel After you have saved your Holiday record you can use the Team assignment option to assign the Holi
54. re automatically related to the correct Project Edit Delete Clone Create Actions Project Overview Reschedule Risk Now Risk EECH New Risk Create Risks from the Risks No records to display list on the Project record EI Milestones New Milestone Action Milestone Name Milestone Owner Status End Date The Risk Log allows you to specify the details of a Risk categorise it and determine the Risk Score based on Impact and Probability All Risk Logs will appear on the Project Overview page Edit View PAN 0013 Deploy app Chris Woolcott Edit View PAN 0014 Post Deployment Support Chris Woolcott View amp Edit Risks in the Risk Log Risk Name Date Identified Category Area of Impact Impact Score Probability Score Risk Score Proximity Counter Measure Current Status Edit View Budget 22 02 2014 Economic Financial Time Cost 3 2 6 Short Reduction Increasing Mission Control User Guide Version 1 29 January 2015 25 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Project Overview From Mission Control you can quickly launch into a Project Overview for a specific Project This Project Overview provides a complete overview of the project including e Project Summary o Start Date o End Date o Status o Project Owner e Project Financials o Day Rate o Costs o Hours o Performance e Project Charts o Bum Down Chart o Risk Chart e
55. rs field Hours 4 Notes more comments information icon Overtime Save You can also specify if the hours are eligible as Overtime Expense Management Users can submit expenses against a Project within Mission Control A field on the Role Object called Mileage Rate can be specified that will be used to calculate the value of an Expense record that relates to a mileage claim To support expense approvals a field exists on the Role Object called Expense Approver which allows you to reference the Role record of the person that will approve the expenses being incurred by each person In addition a dynamic list view called Expenses Requiring My Approval is available on the Expenses Tab This will display all Expense records where the User viewing the list is the Expense Approver and the Status of the Expense record equals Submitted This will allow the approver to review and approve Expense records using the inline edit functionality within the List View Only once an Expense has been set to Approved will the amount be attributed to the Project Expenses do not have to relate to a Project so you may wish to consider using this Object for all of your staff expenses not just those related to project work You can also use the Notes amp Attachments related list to upload supporting documentation such as receipts You can submit Expenses via the web browser by navigating to the E
56. rved Privacy Statement Security Statement Terms of Use 506 Compliance 0 0 0 0 0 0 0 0 MAC olgoiolgoioloioiolg Note If you want to notify the Action Owner immediately rather than waiting for the following day s Daily Digest you can do so by selecting the Notify checkbox This will send an email notification to the Action Owner In addition to creating the Mission Control Action record you can create a related standard Salesforce com Task or Event by checking the appropriate box Event Synchronisation Event Synchronisation allows you to create a standard Salesforce com Event record that relates to a Mission Control Action and have it update the actions date and time values based on the event Note Where a User has changed the Subject of the Event when being updated the Action will no longer overwrite this value Milestone amp Action Clone The Clone button on a Milestone allows you to clone a Milestone and all child Actions and then transfer the cloned records to another Project Before the records are cloned you are able to make changes to the Milestone and Actions so they are relevant to the new Project EI Green S Edit Milestone details and Milestone Detail link to anot
57. s on the Project Rip Curl will incur 100 cost e g salary overheads etc Mick logs 2 hours of billable time and 1 hour of non billable time on the Action The net result is as follows Hours Completed Billable 3 Hours Completed Non Billable 1 Total Hours Completed 4 Hours Completed Value Billable 450 3 hours billable x 150 the Billable Hourly Rate Hours Completed Value Cost 400 4 hours billable amp non billable x 100 the Cost Hourly Rate P amp L Actual 50 Mission Control User Guide Version 1 29 January 2015 11 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud These calculations are available for the Scheduled Hours Completed Hours and Remaining Hours A Validation Rule has been included that will prevent users from entering a number greater than O in the Hours Scheduled Billable field if the Non Billable Indicator TRUE Out of the box this Validation Rule is inactive If you would like to active the rule please carry out the following steps Click Setup Click Create Click Objects Click Action Navigate to the Validation Rules Section Click Edit next to Billable hours Cannot Be Entered Click the Active Checkbox Click Save Fixed Price Time amp Materials You have the ability to specify whether a Project is being measured on a Fixed Price or Time amp Materials basis There is no fundamental differ
58. stones Select an existing project to clone Once you click the Create Project button your new Project and related Milestones will be created and the Project s edit page will be displayed From here you can save the Project as is or you can add further information to the project such as status Project Owner and billing information Once your project is saved you can navigate to each Milestone record and create its related Actions see Creating an Action page 16 Alternatively to using the Mission Control Console you can create a Project from the Create New shortcut menu and then create the individual Milestone and Action records one ata time Once the Project amp Milestones have been created you can complete the additional Project information which is summarised below Billable amp Cost Rates Mission Control allows you to track the revenue and costs of a Project This enables you to track the Profit amp Loss for individual Actions Milestones and Projects Mission Control User Guide Version 1 29 January 2015 10 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud You re able to specify the Billing Rate and Cost Rate for each Project the options are Standard and Role based Standard This option will use the Billing Hourly Rate and Cost Hourly Rate on the Project These are calculated based on the Billing Day Rate
59. ther edition please speak to your Salesforce com Account Executive about upgrading Mission Control User Guide Version 1 29 January 2015 2 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Installation To install Mission Control click the Get It Now link on the AppExchange a Sr ppe chong e IEN S gt 1 Mysawd Listo Mission Control Your launch pad to Project Management in the cloud Qo Click the Get It Now gp Mission Control Project Management for Salesforce button to install Your launch pad to successful project management kkk 6 Overview Details Reviews CH Provider App by Aprika Business Solutions Mission Control is the cloud based project management app that helps you keep your finger on the pulse Manage all your company projects directly in your Salesforce com CRM System It s packed full of tools to help you manage all your project needs RELEASED Watch a Demo 7 30 2012 BD Take a Test Drive PRICING 10 00 AUD per user per month Discounted for Nonprofits CATEGORIES Project Management Choose the appropriate settings to install Mission Control in your Salesforce com org exchange ER J 1 My senast gt Mission Control Your launch pad to Project Management in the cloud Q gt e Your launch pad to successful project management GR tk tk 6 Y Tweet 3 GD Mission Control Project Management for Salesforce Emai
60. tions Misston Control Project Management in the Cloud Whiteboard Mission Control also features a Whiteboard which lets you view all of your Project Actions as sticky notes on a virtual whiteboard You can launch the Whiteboard directly from the Mission Control Console v View Project Whiteboard To launch the Project Whiteboard directly from Mission Control click the button below View Whiteboard lt Click to launch the Whiteboard Each Action is displayed as a sticky note on the Whiteboard showing key details such as e Action Owner e Action Name e Milestone Name e Project Name e Start Date e End Date e Scheduled Hours e Completed Hours You can drag and drop Actions from one Action Status to another For example if you have an Action that has progressed from Planned to In Progress you can simply drag it from the Planned column on the Whiteboard and drop it into the In Progress column Note When you log time against a Planned project it will automatically get updated to In Progress All underlying workflow rules will be executed as well Teams Select options From To 10 10 2014 Action Search ZE Go Sticky note colour is controlled on the Project page Assign different colours to your projects to help distinguish them on your Whiteboard Copyright 2000 2013 salesforce com inc All rights reserved Privacy Statement Securi
61. tton on the Project detail Page as per the example below Emma Winkworth Setup Help Mission Control v Customize Page Edit Layout Printable View Help for this Page ei Post ji File NewTask More v Follow Sharo Followers No followers Write something Q Show All Updates Emma Winkworth changed Status from a blank value to Planned Comment Like Today at 2 27 PM Back to List Project Detail Owner Project Owner Account Project Name Project 1 Status Planned Start Date 3 4 2014 Emma Winkworth Change Mission Control User Guide Version 1 29 January 2015 23 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud The Create Actions form allows you to quickly create multiple Actions relating to a Project Simply click the Add Row s button or enter the number of rows you wish to add and click Add Row s to add more Actions Once you ve finished entering the details for all of your Actions click the Create Actions button Mission Control Enter Action details prame 3 5 2014 35204 H J JI Leem zl I tsa a jC CSF I aeenat zi Add multiple Selec Se J SE A EE Action rows l gh ee eee ee ll aset s TC ema e d gliese A Select Le e n ED ees e ee e E famm coma i Create Actions Remove unwanted rows Copyright 2000 2014 salesforce com inc All rights rese
62. ty Statement Terms of Use 508 Compliance Mission Control User Guide Version 1 29 January 2015 40 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud You can apply a filter to the Whiteboard to look at a specific project multiple projects or all projects You can assign a different colour sticky note to each Project to help you quickly identify which Project an Action belongs to There are 11 different colours to choose from For quick identification of an Action Owner where it exists their Chatter Profile Photo will be added to the sticky note This is only for Roles associated to User records You can also log time from the Timesheet page by clicking the 3 4 icon on any action This will open a pop up window where you can add the relevant information as illustrated below Log Time Mission Control Action S m Testing Log Timoj Cenest Oste 7 01 2013 71 2013 a Colin Johnson Mission Control User Guide Version 1 29 January 2015 41 Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Project Automation The following features have been included to keep you running efficiently Auto Project Status If this feature is active the project status automatically gets updated based on the related milestone that is furthest along It will not update to Completed unless all milestones are at a stage of Compl
63. ws Sum of Task Estimates Hours 80 Burn Down Days Risk Chart A matrix chart has been added to the Project Overview page which plots risks based on the overall Risk Score which is calculated from the Impact and Probability ratings An example of the risk matrix is as follows e Project Charts tambon ca Mission Control User Guide Version 1 29 January 2015 28 Copyright 2015 Aprika Business Solutions Mission Control Project Management in the Cloud Gantt Chart From the Mission Control Console you can quickly launch a Gantt Chart for a specific project To do so simply follow the instructions below 1 From the Project Overview panel select the Project you wish to look at 2 Click View Gantt Chart button Y View a Project Overview To launch the Project Overview page directly from Mission Control select the Project you wish to view from the list below and click the View Project button Select Project Projeai 2 Select Project View Project View Gantt Chart View Scheduler Click to view Gantt Chart This will open up the Gantt Chart where you can double click any Action or Milestone to view amp edit details drag n drop to reschedule and extend actions easily create new milestones and actions and quickly create dependencies between actions There is also an Export to PDF option The Gantt
64. xpenses Tab or via the Expenses related list on the Project Detail page as per the illustrations below Home Chatter Files Accounts Contacts Mission Control Projects Roles Reports Dashboards Whiteboard LogTime Timesheet Risks Scheduler TimeLogger Skills Teams Holid expres E Home er EE BE E Creis New Vw Recent Expenses Expense ID Incurred By EXYE NNNAN2N Mission Control User Guide Version 1 29 January 2015 37 Copyright 2015 Aprika Business Solutions Mission Control Project Management in the Cloud Risks No records to display E gt Expenses No records to display Risks Help Expenses Help You can also log expenses and upload supporting receipts directly from the Salesforce1 Mobile App as per the screenshots below e ccece Tels A Colin Johnson S aplsalesforce com oO dk Feed d People 5 L Groups lt Today RECENT fe Expenses 0 Time Logs Projects Actions Milestones eccce Telstra F 12 56 pm J 74 gt A EXP 000021 DETAILS RELATED Expense ID EXP 000021 Project Summer 15 Release Test Project Standard Incurred By Colin Johnson Category Accommodation Date 29 07 2015 eccce Telstra 12 55 pm J 74 gt ES Search Expenses Recent Expenses Expenses Requiring My Approval All EXP 000020 Incurred By Chris Woolcott EXP 000017 Incurred By Emma Winkworth EXP 000016 Incurred By Colin Johnson EXP
65. y Milestones Mission Control User Guide Version 1 29 January 2015 Rates Create Actio SE 15 Sharing te ns Pro Click to record a Risk for the Project Overview Reschedule Milestones Help gt Chat Copyright 2015 Aprika Business Solutions Misston Control Project Management in the Cloud Non Billable Activity If you track billable and non billable hours you are now able to identify whether a Project Milestone Action or Time Log is Non Billable If a record is flagged as Non Billable all child records will automatically default to Non Billable too For example if you set a Milestone to non billable then all Actions and Time logs beneath that Milestone will default to non billable as per below example Milestone EI Milestone 2 p Show Feed Milestone Detail Set the Milestone to non billable by checking the Non Billable checkbox Edit Del Edit Del Edit Del Create a new Project Role Milestone Name Project Milestone Owner Status Milestone Notes tone Completion Status Start Date End Date Non Billable Indicator Created By Action PAN 0001 p Show Feed The Non Billable checkbox on the Action relating to the Milestone has not been checked but has defaulted to Non Billable because the Milestone was set to non billable Action ID Milestone Action Name Action Owner Project Name Status Dependant Action Task
66. you can see manage teams easily Roles can be members of multiple teams To create a new Team go to the Teams tab and then click on the New Button Emma Winkworth e Setup Help amp Training Mission Control v Accounts Contacts Opportunities Mission Control Whiteboard Timesheet Scheduler Reports Dashboards WC Projects Roles e Teams Help for this Page w Home View All Gol Edit Create New View Benefit Toimi g Click to create a new Team Samadhi Team Name Chris and Colin Next give your team a name record notes about it and mark it as active before saving Team Edit New Team Team Edit Save Save amp New Cancel Team Name Marketing Name your Team er Emma Winkworth Notes 4 e Make the Team active zl Eer Sve your Team Once you save your team you can then add roles to the team using Team Assignments Information This team consists of all roles involved in marketing projects Mission Control User Guide Version 1 29 January 2015 20 Copyright 2015 Aprika Business Solutions Mission Control Project Management in the Cloud Team Marketing Back to List Teams Customize Page Edit Layout Printable View Help for this Page 7 Team Assignments 1 Holiday Assignments 1 Team Detail Edit Delete Clone Team Name Marketing Owner RB Emma Winkworth Change Notes This team consists of all roles involved in marketing projects

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