Mission Control Release Notes

Find out all about the latest features available within Mission Control

For all the news of the latest features that have been added to Mission Control, make sure you take a look at the Release Notes below.

What's New Webinar - Version 1.39
Release Notes - Version 1.39


Mission Control Version 1.39

Release Notification – 16 December 2016

Download as PDF

A new version of Mission Control (version 1.39) will be released on the AppExchange on Friday 16th December 2016. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s New?

You’ll hopefully agree that this release is full of goodies, just in time for Christmas! Even if we say it ourselves, there are some awesome new features included in this release. At a glance, this release includes:

  • Action Checklists
  • New Kanban Whiteboard
  • Recurring Milestones & Actions
  • Gantt Chart Enhancements
  • Billing Event Enhancements
  • Various small enhancements

Let’s get stuck in to the detail…

Action Checklists

A new ‘Checklist Item’ Object has been added to Mission Control as a child to Action Object. It will enable you to keep a track of key items that need to be completed as part of an Action. It will serve as a simple ‘Checklist’ of items that can be ticked off as they’re completed.

For example, if I have an Action to deliver training for a client, my Checklist Items might include:

  • Book Training Room
  • Issue Agenda
  • Prepare Training Slides
  • Issue Post Training Survey

You can add notes to any Checklist Item as well as identify the person that will be responsible for it and whether it has been completed or not. You can create Checklist Items directly on the Action Detail Page using the Related List.

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You can also create Checklist Items when using the ‘Create Actions’ page and on the Whiteboard (more on that later). To create Checklist Items you need to click the Checklist Item icon as per the below illustrations.

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You will then be presented with the ability to add a new Checklist Item as per the screenshot below. You can fill in the Name, Owner and Notes and click the tick sign to confirm.

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The below screenshot provides an illustration of how the Checklist Item will be utilised on an existing Action. There are four Checklist Items, you can see which of them have been completed along with any notes and who is responsible for completing the item.

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You are also able to add the ‘Checklist Item’ Tab to your menu navigation to access the Object’s home page. This will enable you to access List Views of your Checklist Items and manage them all from one place.

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Whiteboard

We hope you’re as excited as we are to see the release of the new Whiteboard. It’s jam-packed with some amazing features. So, first things first, let’s take a glimpse at it before jumping in and investigating all of the cool new things we’ve now got available.

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There’s a bunch of stuff you’re now going to be able to do from the Whiteboard. Heck, we reckon you could actually spend all day here now!

Column Headings
You’re now able to dynamically adjust the Column Headings. So if you want to switch from viewing columns for ‘Status’ to ‘Priority’, you just need to select the Picklist in the ‘Column Heading’ field as below.

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This will dynamically switch the column headings on the Whiteboard and rearrange all of the Actions based on their ‘Priority’ value.

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So, now you’ll be able to drag and drop your ‘Cards’ to re-organise their priority rating!

You’re also able to organise the column headings based on any of the following Action Object fields:

  • Status
  • Action Owner
  • Priority
  • Start Hours
  • Start Minutes
  • Milestone (Note: must be filtered to 1 Project)
  • Custom Picklist Fields

Summary Field
By default, the ‘Summary Field’ will be set to Total Hours Remaining. You have the option to change this to a range of other Number of Percent fields on the Action Object.

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Action ‘Card’
The new Action Card now offers you a lot more functionality, so let’s take a look at that now.

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Action Chatter Feed

Clicking the   screen-shot-2016-12-15-at-3-49-41-pm    Icon on the Action Card will open up the Action Chatter Feed. You can view the Chatter Feed and Post a new comment.

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Action Checklist

Clicking the  screen-shot-2016-12-15-at-3-50-29-pm    Icon will open up the Action Checklist. You can view the Checklist Items, tick them off as completed and add new Items to the list. You can also edit and delete existing Checklist Items.

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Log Time

By clicking the  screen-shot-2016-12-15-at-3-50-59-pm   Icon, you can open the Log Time modal window that will let you log time or start ‘tracking’ time.

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Edit Action

By clicking the  screen-shot-2016-12-15-at-3-51-32-pm   Icon, you will be able to open up the ‘Edit’ modal window that will allow you to edit the Action directly from the Whiteboard. You’re also able to quickly identify if the Action has Contributors.

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You can also open up the ‘Resource Assignment Wizard’ if you want to make changes to Contributors.

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Reassigning Action Owners

If you need to re-assign an Action from one owner to another, you can now do this directly from the Whiteboard. On the right-hand side, you’ll see a list of all your project resources (Roles).

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You can click the filter button   screen-shot-2016-12-15-at-4-37-51-pm  and search for the right person based on Skill / Team.

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When you find the right person, simply click on their photo and drag them on top of the photo of the existing Action Owner on the Action Card to transfer ownership.

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Adding New Actions

If you need to add a new Action to an existing Project, you no longer need to leave the comfort of the Whiteboard – you’re able to add a new Action simply by clicking the ‘Add Action’ button.

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This will open up the modal window to allow you to enter the details for your new Action and then click Save. You’re also able to access the Resource Assignment Wizard if you need to search for the right person, or add Contributors.

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Whiteboard Filters

You can apply any combination of filters to make sure you’re viewing the Actions that are most important to you. Simply click on the Filter icon to open up the Filters modal and apply the filters as required.

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Clicking the ‘Reset Board’ button will quickly remove all of your current filters and reload all Actions to the board.

Whiteboard Settings

The Whiteboard Settings modal enables you to specify which Action fields are displayed on the ‘Card’. The top four values of the Card are static (e.g. PAN, Action Name, Milestone Name and Project Name). However, you’re able to specify which Action fields are displayed in the bottom five places. By default, these places are set to the following fields:

  1. Start Date
  2. End Date
  3. Total Hours Scheduled
  4. Total Hours Completed
  5. Completion %

By clicking the Settings icon, you access the Whiteboard Settings and you can change these field values.

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You’re also able to specify the number of Actions you’d like to load onto the board by default.

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If there are more Actions than the display amount, you will see an icon on the Whiteboard header to enable you to load more Actions.

Recurring Milestones & Actions

You can now set Milestones and their Actions, or just individual Actions to be recurring. The process is slightly different for each option, so let’s explore each one in a bit more detail.

Recurring Milestones & Actions

A Milestone can now be set to be recurring. This will recur the Milestones and its Actions and their Checklist Items & Contributors. To set a Milestone as recurring, you need to specify the following field values on the Milestone record:

  • Is Recurring = TRUE
  • Recurring Frequency = Select from Daily; Weekly; Monthly; Quarterly; Annually
  • Number of Recurrences = Enter the number of times you’d like the Milestone to recur

When the Milestone Status is set to Complete, the next instance of the Milestone (and Actions & Checklist Items) will be created with the Milestone Deadline and the Action Start Date, End Date, Baseline Start Date and Baseline End Date all adjusted based on the ‘Recurring Frequency’ using the following adjustment rules.

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The Milestone created as part of the recurring process will have the same field values as the original Milestone. The Milestone Name will have a number in brackets at the start of the string, indicating which recurrence it is. For example, a Milestone that has been configured to recur 3 times will result in the following:

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Note: Where the Milestone’s Name is using all 80 characters of the field string, the final four characters will be dropped from the string for the subsequent recurrences to make room for the number.

Each Action created as part of the recurring process will have the same field values as the original Action, except for the Status field, which will be set to ‘Planned’.

Each new recurrence of the Milestone is used to recur the subsequent Milestone. Therefore, any new Actions added to the current Milestone will be created as part of the next recurrence. To support the recurring process, each recurrence of the Milestone will have a ‘Recurrences Remaining’ field identifying how many more recurrences are required. Once the final Milestone has been recurred, it will have a ‘Recurrences Remaining’ value of 0 and therefore, when the Status is set to Complete, no further recurrences will be created. The below table illustrates how this will function.

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Note: If you want to continue recurring the Milestone, you’ll need to adjust the ‘Remaining Recurrences’ value of the last Milestone.

Recurring Actions

An Action can be set to be recurring. This will recur the Action and its Checklist Items & Contributors and parent the new Actions to the same Milestone. To set an Action as recurring, you need to specify the following field values on the Action record:

  • Is Recurring = TRUE
  • Recurring Frequency = Select from Daily; Weekly; Monthly; Quarterly; Annually
  • Number of Recurrences = Enter the number of times you’d like the Action to recur

When the Action is created, or updated and has been set to ‘Is Recurring’, the relevant number of additional Actions will immediately be created, changing the Start Date, End Date, Baseline Start Date and Baseline End Date based on the ‘Recurring Frequency’ using the following adjustment rules.

screen-shot-2016-12-15-at-3-59-37-pm

Each Action created as part of the recurring process will have the same field values as the original Action, except for the Name and the Status. The Status will default to ‘Planned’ for all recurrences. The Name will have a number in brackets at the start of the string indicating which recurrence it is. For example, an Action that has been configured to recur 3 times, will result in the following:

screen-shot-2016-12-15-at-3-59-51-pm

Where the original Action Name is using all 255 characters of the field string, the final four characters will be dropped from the string for subsequent recurrences to make room for the number.

Validation Rules have been added to the Milestone and Action Objects to ensure the ‘Number of Recurrences’ and ‘Recurring Frequency’ fields contain a value if ‘Is Recurring’ is set to TRUE.

Note: An Action that was set to be recurring within a recurring Milestone will not be recurred when the Milestone is recurred to prevent doubling up the required Actions within the new Milestone.

Gantt Chart Enhancements

A number of enhancements have been made to the Gantt Chart, including:

  • View Milestone Deadline
  • View Baseline Dates
  • View Checklist Items
  • PDF Branding
  • Accessible on Standard Page Layout
  • Sort Order of Actions

Milestone Deadline

If a Milestone has a value in the Milestone Deadline field, this will now be visible on the Gantt Chart via a pink diamond as shown in the illustration below.

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Baseline Dates

The Gantt Chart now provides you with the ability view the Baseline Dates as well as the actual Dates. The Baseline Dates can be toggled on/off by clicking the Baseline button.

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When you toggle the Baseline Dates on, they will appear as a secondary line for each Action, Milestone or Project as shown in the illustration below.

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Checklist Items

With the introduction of the Checklist Items, we thought you might like to be able to view those on the Gantt Chart too! The Checklist Items can be toggled on/off by clicking the Checklist button.

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When you toggle the Checklist Items on, they will appear as child items to the Action as per the illustration below. Note: Checklist Items cannot be rescheduled independently of the Action, but if you reschedule the Action, the Checklist Items will automatically reschedule to remain with the Action.

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PDF Branding

A number of branding enhancements have been applied to the Gantt Chart PDF, including:

  • Display your logo
  • Display secondary logo
  • Display Custom Title
  • Display Baseline Dates

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Display your Logo

If you want to include your own logo on the Gantt Chart PDF, you can specify the logo you would like to include from the Console as per the illustration below.

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The logo selected here will appear at the top left of the Gantt Chart PDF.

Display Secondary Logo

You can also include a second logo on the Gantt Chart PDF that will appear at the top right. We anticipate this could be used to display your customer’s logo, but if you love your own logo that much, you could include it twice.

To add a secondary logo to the Gantt Chart, this is done on an individual project basis. To add the logo to a specific project, you first need to upload the logo as a ‘Document’ and then add the URL for that Document into the ‘Logo URL’ field on the Project record as shown below.

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Display Custom Title

Previously, the Gantt Chart ‘Title’ was displayed as Mission Control Gantt Chart, this has now been changed to display the Project Name by default. However, you can also adjust the Title using the custom heading section at the time of generating the PDF, as shown below.

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Display Baseline Dates

If you wish to export the Baseline Dates on the Gantt Chart PDF, you will need to select the ‘Raw Export’ option at the bottom of the Export

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Standard Page Layout

You’re now able to embed the Gantt Chart into a section on the standard Detail Page. Simply edit the Page Layout and add a Section to the layout as shown below.

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Then, add the ‘ganttchart’ Visualforce Page to the new section and set the height as shown below.

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You’ll then be able to view the Gantt Chart on the standard Detail Page Layout.

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Action Sort Order

You’re now able to manually set the order that Actions within a Milestone appear on the Gantt Chart. Previously, if you had multiple Actions all with the same Start Date, they would be listed in ascending order based on their PAN No.

Some clients have requested the ability to manually organise the order in which they are displayed. Therefore, you will now be able to specify the ‘Gantt Sort Order’ value for each Action.

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Billing Event Enhancements

We’ve received some great feedback from clients that are using the Billing Event functionality that was released as part of Version 1.36. Part of that feedback was the need for different business entities to generate the invoices and for our international clients to be able to ‘override’ the template labels into different languages.

We’re pleased to announce both of these features are now available. Using the ‘Tax Rate’ Object, you’re now able to:

  • Override the Business Entity
  • Override the Template Labels

Note: If you operate as a single business entity and do not wish to override any of the template labels, then you do not need to utilise these features. If you do not override any of the values, all of the existing settings will be applied to the invoice PDF.

Override Business Entity

There are a number of new fields now available on the Tax Rate Object that enable you to override the Company Name, address, logo and invoice footer notes. If you have two separate business entities using the same instance of Mission Control, you can set up separate Tax Rate labels for each company and apply the override field values as shown below.

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Note: These fields will need to be added to your Tax Rate Page Layout.

Override Template Labels

There are a number of new fields now available on the Tax Rate Object that enable you to override the various labels on the Invoice / Credit Note PDF templates. These can be used should you wish to translate any of the labels to another language.

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Note: These fields will need to be added to your Tax Rate Page Layout.

Remove Mission Control Logo from PDF Footer

We have included a new setting on the Console within the ‘Billing Setup’ section that enables users to control whether the Mission Control logo is hidden/displayed in the Footer of the PDF template.

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Additional Enhancements / Known Issues

Role Page – Field Set

Previously, if you had added your own Custom Fields to the Role Object, the only way of adding values to these fields was via a List View inline edit. To enable you to add them to the Role Edit Visualforce Page, a Custom Field Set has been included on the page.

To add your own Custom Fields to the Field Set, navigate to Setup > Create > Objects > Roles > Field Sets and click Edit.

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Drag the fields you require into the Field Set and click Save.

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Chatter Feed Roll Up Disablement

We have had a request from some clients to provide the ability to disable the Chatter Feed Roll Up feature as they have found too much activity is clogging up their team collaboration. We have therefore included a setting to disable this feature within the ‘Project Automation’ section on the Console. To disable this feature, simply check the box and click the Update button.

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Event Trigger Enhancement

The Event Trigger has been enhanced to enable you to update the End Date of the Action, if the End Date of the Event is changed. Note: This does not impact the Hours Scheduled values.

Side Bar Time Logger

A known issue on the Side Bar Time Logger has been fixed. Previously, when trying to update the Action Status whilst using the ‘Log Time’ button, the Status was not updating.

PMO Dashboard Filters

A filter has been removed from the PMO Dashboard logic that was removing Projects with a Status of ‘Complete’. Now, a Project will only be removed from the PMO Dashboard when the Archived field is set to TRUE or if the Display on PMO Dashboard field is set to FALSE.

New Field Overview

A number of new fields have been added to the solution as part of this release. We recommend you add these fields to your Page Layouts.

Project

Field Name Field Type Comments New / Existing
Logo URL URL(255) Contains the URL for the secondary Gantt Chart logo New
Baseline Start Date Roll Up (MIN Milestone) Identifies the earliest Baseline Start Date from child Milestone records New
Baseline End Date Roll Up (MAX Milestone) Identifies the latest Baseline End Date from child Milestone records New

Milestone

Field Name Field Type Comments New / Existing
Is Recurring Checkbox Identifies if this Milestone will be recurring New
Number of Recurrences Number (18, 0) Identifies the number of times this Milestone should be recurred New
Recurring Frequency Picklist Identifies the frequency of the recurring schedule for this Action

 

Values: Daily; Weekly; Monthly, Quarterly; Annually

New
Recurrences Remaining Number (18, 0) Identifies how many more recurrences are remaining New
Baseline Start Date Roll Up (MIN Action) Identifies the earliest Baseline Start Date from child Action records New
Baseline End Date Roll Up (MAX Action) Identifies the latest Baseline End Date from child Action records New

Action

Field Name Field Type Comments New / Existing
Gantt Sort Order Number (16, 2) Identifies the order in which the Action should be displayed on the Gantt Chart New
Is Recurring Checkbox Identifies if this Action will be recurring New
Milestone Is Recurring Formula (Checkbox) Identifies if the parent Milestone is recurring New
Recurring Frequency Picklist Identifies if the frequency of the recurring schedule for this Action

Values: Daily; Weekly; Monthly; Quarterly; Annually

New
Number of Recurrences Number (18, 0) Identifies the number of times this Milestone should be removed New

Checklist Item

Field Name Field Type Comments New / Existing
Name Text (80) The name of the Checklist Item record New
Action Lookup (Action) Links to the Action record that this Checklist Item relates to New
Complete Checkbox Identifies the Checklist Item has been completed New
Notes Long Text (4000) Identifies the detailed notes explaining what needs to be achieved as part of this Checklist Item New
Item Owner Lookup (Role) Links to the Role record of the person responsible for this Checklist Item New

Tax Rate

Field Name Field Type Comments New / Existing
Company Name Text (255) Identifies the name of the business unit that will raise this invoice / credit note New
Street Text Area Identifies the Street address of the business unit that will raise this invoice / credit note New
City Text (255) Identifies the City of the business unit that will raise this invoice / credit note New
State Text (255) Identifies the State of the business unit that will raise this invoice / credit note New
Postcode Text (255) Identifies the Postcode of the business unit that will raise this invoice / credit note New
Country Text (255) Identifies the Country of the business unit that will raise this invoice / credit note New
Business Number Text (255) Identifies the Business Number of the business unit that will raise this invoice / credit note New
Invoice Header Text Text (255) Identifies the title of the PDF for an Invoice New
Credit Header Text Text (255) Identifies the title of the PDF for a Credit Note New
Logo URL Text (255) Identifies the URL of the Logo (stored in SFDC Documents) that will be used for this business unit New
Invoice Footer Notes Text Area Identifies the text to be included in the footer notes for invoices / credit notes raised by this business unit New
Invoice # Label Text (255) Can be used to override the ‘Invoice #’ label on the PDF Template New
PO # Label Text (255) Can be used to override the ‘PO #’ label on the PDF Template New
Invoice Date Label Text (255) Can be used to override the ‘Invoice Date’ label on the PDF Template New
Due Date Label Text (255) Can be used to override the ‘Due Date’ label on the PDF Template New
Summary Label Text (255) Can be used to override the ‘Summary’ label on the PDF Template New
Description Label Text (255) Can be used to override the ‘Description’ label on the PDF Template New
Amount Label Text (255) Can be used to override the ‘Amount’ label at the top of the detail section on the PDF Template New
Exc Label Text (255) Can be used to override the ‘Exc’ label at the top of the detail section on the PDF Template New
Sub-Total Exc Label Text (255) Can be used to override the ‘Sub-Total Exc label on the PDF Template New
Plus Label Text (255) Can be used to override the ‘Plus’ label on the PDF Template New
Total Inc Label Text (255) Can be used to override the ‘Total Inc’ label on the PDF Template New
Amount Paid Label Text (255) Can be used to override the ‘Amount Paid’ label on the PDF Template New
Balance Due Label Text (255) Can be used to override the ‘Balance Due’ label on the PDF Template New

It is recommended that you add these new fields / related lists to your Page Layouts.

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below:

  1. Click aprika.com.au/mc-app
  2. Click the ‘Get it Now’ button
  3. Enter your login details (if required)
  4. Click ‘Install in Production’
  5. Click ‘Confirm and Install’ (you may need to login again at this stage)
  6. Select which users you want to install for (‘Install for All Users’ is recommended)
  7. Click ‘Upgrade’
  8. Click Next (on step 1. Approve Package API Access)
  9. Select who you want to grant access to (on Step 2. Choose Security Level)
  10. Click Next
  11. Click Install
  12. Add new fields to project, milestone and action page layouts as required.

What’s New Webinar

We have pre-recorded the ‘What’s New’ webinar to provide further information on how to get the best out of the new features. To access this webinar, please view the ‘Release Notes’ section of the Mission Control Support Centre – www.aprika.com.au/mc-support

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 email to support@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at support@aprika.com.au.

What's New Webinar - Version 1.36
Release Notes - Version 1.36

Mission Control Version 1.36

Release Notification – 24 August 2016

Download as PDF

A new version of Mission Control (Version 1.36) will be released on the AppExchange on Wednesday 24th August 2016. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with the release, along with instructions on how to upgrade to the new version.

What’s New?

We’ve said it before, but this is by far our biggest release to date. We’re very excited to bring a number of new features many of our clients have been asking for. At a glance, this release includes:

  • Action Contributors
  • Skill-based Financials
  • Resource Assignment Wizard
  • Scheduler Enhancements
  • Billing Events (Invoices & Credit Notes)
  • Expense Logger
  • MS Project Export File
  • and various small enhancements

Let’s get stuck into the detail…

Action Contributors
Up until now, if you wanted to have more than one resource allocated on an Action, you actually had to create multiple Actions – assigning one person to each one. For example, if Kelly Slater, Joel Parkinson and Mick Fanning were all required to attend a 4-hour workshop with a client, you would need to create three separate Actions on the Project as follows:

Mission Control Project Management Software AppExchange Salesforce.com

We’re excited to announce that you can now add ‘Contributors’ to an Action. This means you can create just one Action, assign an Action Owner to it and then add multiple Contributors to it, specifying how many hours they’re going to contribute.

This means you’d now create one Action and two Contributors as follows:

Mission Control Project Management Software AppExchange Salesforce.com

For each Contributor, you’re able to specify the number of Billable and Non Billable Hours they will be contributing.

As part of this new feature, the following enhancements have been introduced:

Timesheet
The Timesheet will now display Actions where the Role is the Action Owner or a Contributor.

Scheduler
The Scheduler will now display Actions where the Role is the Action Owner or a Contributor.

To support this new feature a new object has been added to the Mission Control data model called ‘Contributor’ It is a child to the Action object and is used to track the Role(s) that have been assigned as Contributors to assist the main Action Owner.

Skill-based Financials
We are introducing an additional option for calculating billable and cost rates on a Project. The two existing options are:

  • Standard Rate – apply the same rate to everyone working on the project
  • Role-based – apply the rates specific to each person

You can now use a ‘Skill-based’ option. This will let you identify which ‘Skill’ the person will be using to deliver the Action. You can assign different rates per person for each of the skills they have in their skills profile.

Mission Control Project Management Software AppExchange Salesforce.com

The ‘Billing Rate’ and ‘Cost Rate’ fields on the Project will now include the ‘Skill-based’ option for you to select’ When either of these fields have been selected to use this option, the appropriate financials (e.g. Billable or Cost) will be calculated on the rate assigned to the Role for the Skill.

To support this new feature, the Skills Assignment Object has had the following fields added:

  • Billable Hourly Rate – identifies the rate the Role will be billed out to the client at for performing this skill
  • Cost Hourly Rate – identifies the rate the Role will be paid for performing this skill

These fields are accessible via the ‘Edit Role’ page, where you’re able to enter both values against each Skill assigned to the Role.

Mission Control Project Management Software AppExchange Salesforce.com

Note: If the Project has been set to use Skill-based financials but the Role does not have the values on the Skills Assignment record, or if they don’t have a Skills Assignment record, the calculation will then revert to the ‘Manage Rates’ values for the Project, and if they do not exist, they will revert to the Role values.

The ‘Create Actions’ form has been been updated to conditionally display a ‘Skill’ Picklist field if the Project has been set to use Skill-based. For further details on this and additional updates to the Create Actions form, please refer to the ‘Resource Assignment Wizard’ section of the release notes.

You need to add the value ‘Skill-based’ to the following Picklist fields on the Project Object:

  • Billing Rate
  • Cost Rate

To do this, navigate to the Project Object as follows:

Setup > Create > Objects > Project > [Field] > Click the ‘New’ button as below:

Mission Control Project Management Software AppExchange Salesforce.com

Add the ‘Skill-based’ value as below and click Save.

Mission Control Project Management Software AppExchange Salesforce.com

Please make sure you add this value to both the Billing Rate and Cost Rate fields.

Resource Assignment Wizard
Straight up…we love this new feature! The ‘Resource Assignment Wizard’ has been designed to help you find the most suitable Role to assign to a particular Action on a Project.

Before we look at the wizard, it would be a good time to let you know we’ve also updated the ‘Create Actions’ form. You’ll know this page as it currently looks in your existing version of Mission Control:

Mission Control Project Management Software AppExchange Salesforce.com

This has been updated to support various new features, including:

  • Specifying the ‘Skill’ required for an Action
  • Auto-populating the End Date to match the Start Date (it can be changed, but will be a big time-saver for a lot of users)
  • Accessing the Resource Assignment Wizard, to enable you to
    • Assign the Action Owner
    • Assign the Contributors

Mission Control Project Management Software AppExchange Salesforce.com

If you know who an Action needs to be assigned to, you can still simply select them from the picklist as you currently do. However, if you’re unsure who has the bandwidth to take on the new Action, you’ll now be able to use the wizard to look at the current availability of each person.

To launch the Resource Assignment Wizard, click the Mission Control Project Management Software AppExchange Salesforce.com icon next to the Owner field on the Create Actions form. Note: in order to launch the wizard, you must enter the following fields:

  • Billable Hours
  • Start Date

The key things the wizard will help you with are:

  • Searching for Roles based on Team / Skills Profiles
  • Viewing the capacity of each suitable Role
  • Assigning a Role as an Action Owner
  • Assigning Role(s) as Contributors

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You can select Team(s) and Skill(s) to filer the list of ‘Potential Roles’ in order to get a list of resources that have the right profile to deliver the Action you’re looking to assign.

For each Role on the list, you can view the number of hours currently assigned to them on each day within the week you’re viewing. They are colour-coded to facilitate quick identification of capacity.

When you’ve found the ideal person, simply drag and drop their photo on to either of the drop zone sections:

  • Action Owner
  • Action Contributor

Each time you add a Contributor, you are able to specify how many hours (Billable and/or Non Billable) they will be contributing. This will dynamically show you how this impacts each person’s bandwidth in real-time.

Scheduler Enhancements
A number of enhancements have been made to the Scheduler to support various new features in this release, including:

Hours Available
The Hours Available (e.g. xx / 40) is now dynamically adjusted to factor in holidays. It previously defaulted to your ‘Hours per Week’ value set on your Role record and did not change based on Holidays. It will now adjust accordingly to deduct Holiday records. For example, if your ‘Hours per Week’ is set to 40, and you have a holiday record with an ‘Hours Taken’ value of 4, the Hours Available will adjust to be xx / 36.

Action Contributors
To support the new Contributors functionality, the Scheduler will now include all Actions where a Role is the Action Owner or a Contributor. Where the Role is a Contributor, the Action Name will include ‘(Contributor)’. To reschedule, you must drag and drop the ‘Master’ Action, the ‘Contributor’ Actions cannot be dragged independently. If the master Action is rescheduled, the Contributor Actions will be rescheduled as well.

Mission Control Project Management Software AppExchange Salesforce.com

Utilisation %
A ‘Utilisation %’ calculation has been added to the Scheduler against each Role. This provides you with a quick way of identifying how much of each person’s time is currently being utilised.

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‘Hours’ View
The main scheduler has always displayed the Actions assigned to each Role and a summary of the hours allocated / available have been displayed in the left most column. To provide you with the ability to quickly see how many hours have been allocated to a Role for any particular day, a new ‘Hours’ view is now accessible from the Scheduler, by clicking the ‘Hours’ button as per the screenshot below.

Mission Control Project Management Software AppExchange Salesforce.com

This loads up a modal window showing the daily total of hours assigned to each individual resource. They are colour coded to reflect whether the person has any capacity / roadblocks.

Mission Control Project Management Software AppExchange Salesforce.com

Billing Events
Mission Control now enables you to raise ‘Billing Events’ related to your Projects. A Billing Event is one of the following:

  • Invoice
  • Credit Note

A number of new objects have been included in order to support you in being able to raise invoices and credit notes and log payment receipts against your projects. The objects that have been added to support this functionality include:

  • Billing Event – the ‘header’ information of an invoice or credit note
  • Billing Event Item – the line item information of individual items included on an invoice / credit note
  • Billing Payment – a payment relating to a particular invoice / credit note
  • Tax Rate – the information relating to the tax rate the invoice / credit note is using (e.g. GST, Sales Tax, VAT, etc.)

Billing Options
You now have the ability to specify the ‘Billing Cycle’ of a Project. This will determine when / how invoice ‘Billing Event’ records are created. The options include:

  • Manual
  • Milestone
  • Periodic

Billing Option Function
Manual If you set the billing cycle to manual, you will need to create your own Billing Event and Billing Event Item records as and when they are required.
Milestone Setting it to Milestone, a Billing Event and Billing Event Item record will automatically be created when the Milestone Status is set to ‘Complete’ if the ‘Invoice on Completion’ field is set to TRUE.

If the Project ‘Billing Type’ is Fixed Price, the value of the invoice will be taken from the ‘Invoice Amount’, or if that’s empty, the ‘Milestone Budget’ or, if that’s empty, the ‘Hours Scheduled Value (Billable).

For Time & Materials, the value of the invoice will be taken from the ‘Hours Completed Value (Billable)’ of all Time Logs that have a Status of ‘Approved’.

Periodic The Periodic option allows you to raise invoices on a regular basis throughout the project. Periodic invoices will be raised based on the ‘Periodic Frequency’, which can be:

  • Weekly
  • Fortnightly
  • Monthly

A ‘Batch Process’ runs daily and identifies which Projects need a Periodic invoice to be raised, based on a ‘Next Billing Date’.

When a periodic invoice is raised, there will be two Billing Event Item records created, as follows:

Time Logs
All ‘Approved’ Time Logs with an approval date less than the ‘Next Billing Date’ where the Non Billable Indicator equals False.

Expenses
All ‘Approved’ Expenses with an approval date less than the ‘Next Billing Date’ where Non Billable equals False.

Tax Rates
The Tax Rate object is used to specify a variety of information relating to the ‘Tax Rate’ applicable to the Project. All Billing Event and Billing Event Item records will reference the Tax Rate specified on the Project. The key information for a Tax Rate includes:

Field Definition Example
Name Identifies the name of the Tax Record Australian GST, United States Sales Tax
Tax Label Identifies the label to describe the tax rate on invoices GST, Sales Tax, VAT
Currency Identifies the name of the currency Australian Dollar, US Dollar, British Pound
Tax Rate Identifies the tax rate percentage 10.00%, 20.00%
Currency Code Identifies the international currency code AUD, USD, GBP
Currency Symbol Identifies the symbol used for the currency $ or £ or ¥
Date Format Identifies the date format for displaying dates on the invoice dd/MM/yyyy, MM/dd/yyyy

01/09/2016, 09/01/2016

Invoice / Credit Note Template
When setting up the billing information for a Project, you will need to specify the Tax Rate that needs to be used when creating Billing Events.

A PDF of the Invoice or Credit Note will be automatically generated for each Billing Event. The PDF can be shared externally via a URL. This will enable you to send the link to your client so they can access the document, download it and save it locally. Below is an example of the Invoice PDF.

Mission Control Project Management Software AppExchange Salesforce.com

Within five minutes of the Billing Event being created, the PDF will automatically be generated. The PDF URL will also be generated. This link can be shared with non-users (e.g. clients) in order to gain access to the PDF.

Any amendments you make to the Billing Event or the Billing Event Item records will result in a new PDF being generated. This will happen within five minutes and you can identify if it has been done by the ‘Update PDF’ field being TRUE or FALSE. If the records are changed, the field will be set to TRUE. Once the new PDF & URL have been generated, it will be updated to FALSE.

If you need to generate the PDF immediately, you can do so by clicking on the ‘View PDF’ button on the Billing Event record.

Email Template
A ‘text based’ email template has been included that will enable you to send the PDF URL to your clients. Below is an example of the email template.

Mission Control Project Management Software AppExchange Salesforce.com

The email recipient will be able to click the link to access and download the PDF.

Mission Control Project Management Software AppExchange Salesforce.com

Billing Payments
You can record Billing Payments against Billing Events once your client has paid the invoice. This allows you to keep track of what has been paid, what’s outstanding and what’s still remaining to be invoiced. All invoices, credit notes and payments are summarised on the Project record to provide visibility of the current position.

Billing Settings
A new section has been included on the Salesforce Classic version of the Console to enable you to manage various settings that support the billing functionality.

Mission Control Project Management Software AppExchange Salesforce.com

 

Billing Automation

If you want to use the billing functionality, you will need to complete the Billing Automation section as follows:

  • Invoice Generation Active (set to TRUE and invoices / credit notes requiring a PDF will be generated every 5 minutes)
  • Periodic Billing Active (set to TRUE and Periodic invoices will be generated on the Next Billing Date)
  • Run Time (set the time of day that you would like the Periodic Billing process to generate invoices)

Invoice Details

You have the ability to change the customise some elements of the PDF Template, including the Header Text, Logo, Business Number and Footer Notes. You can make changes to these settings, click Update and they will be applied to any PDFs you generate in the future.

Note: You can change the logo that is displayed in the top left corner of the template. The file must be loaded in a ‘Documents’ Folder and must have the ‘Externally Available Image’ field set to TRUE.

Expense Logger
A new form has been included in Mission Control that will enable you to submit multiple Expense records in one simple interface.

You can access the Expense Logger from the Mission Control Console by clicking the ‘Expense Log’ button as per the screenshots below for both Salesforce Classic and Lightning Experience.

Mission Control Project Management Software AppExchange Salesforce.com

The Expense Logger lets you select a Role that you are submitting expenses for and it will load in their mileage rate. You can submit multiple expenses, specifying the amount or distance for each expense item, also identifying which Project they relate to. You can set them to be Non Billable, if you don’t want them included in a T&M Invoice as explained in the Billing Events section of this document.

Mission Control Project Management Software AppExchange Salesforce.com

Once you’ve entered all of your expenses, click the ‘Create Expenses’ button and all of your expenses will be saved against the relevant project.

A new List View has also been created on the Expenses Home Tab called ‘My Pending Expenses’ that will show all Expense records with a Status of Pending that were incurred by the current user. This List View can be used to perform an in-line edit of multiple records when the user is ready to change the Status to ‘Submitted’.

MS Project – Export File
You asked for it, and we’ve delivered it! You are now able to export a Mission Control Project as an ‘XML’ file that you can import into Microsoft Project.

We have had several requests from clients that use Mission Control for their own requirements, but their project is part of a larger project their clients are managing. In such circumstances, they are asked to provide an update of their project so it can be imported into MS Project.

To export a Mission Control Project so it can be imported in to MS Project, you simply need to follow the click path below:

  • Navigate to the Gantt Chart (via the Project Overview or on the standalone Gantt Chart)
  • Click the ‘MS Project’ button
  • Click Export
  • The XML file will then download

Mission Control Project Management Software AppExchange Salesforce.com

The below image illustrates what the project will look like once it’s been imported into MS Project.

Mission Control Project Management Software AppExchange Salesforce.com

Additional Enhancements

Holidays
A number of enhancements have been applied to the Holiday Object, enabling you to now identify the type of holiday / absence from work that is being entered. A number of new fields have been added to the Holiday Object, including a ‘Type’ picklist field with the following values:

  • Annual Leave
  • Sick Leave
  • Time Off in Lieu
  • Maternity Leave
  • Paternity Leave
  • Study Leave
  • Public Holiday

An approval process has also been included, as well as being able to specify how many hours will be taken as part of the holiday. A new List View has been included called ‘Holidays Requiring My Approval’. The person nominated as the ‘Timesheet Approver’ on a Role record will be required to approve Holidays.

Timesheet
The Timesheet has been updated to include visibility of approved ‘Holiday’ records applicable to the week in view. This will enable you to view all hours logged for the role, whether that’s time logged against Actions, annual leave, sick leave or time off in lieu. Below is a sample Timesheet showing various holiday records included on the Timesheet.

Mission Control Project Management Software AppExchange Salesforce.com

Where a Holiday spans multiple days, the ‘Hours Taken’ will be divided by the number of working days and this amount will be displayed for each relevant day.

Action Owner Changes
When an Action Owner is changed, both the old and new owners (Role) will be @mentioned in a Post on the Chatter Feed of the Action. This will only happen if the ‘Notify’ Checkbox on the Action is set to TRUE. If the Role records are linked to User records, the @mentions will issue out an email notification as well.

Mission Control Project Management Software AppExchange Salesforce.com

Daily Digest

  • Previously, the ‘New List’ on the Digest only showed Actions where the Created Date was greater or equal to ‘Yesterday’ and less or equal to ‘Today’. This has been adjusted to now include everything that has a created date greater or equal to ‘Yesterday’.
  • Previously, the ‘Pending List’ on the Digest only showed Actions where the End Date was ‘Tomorrow’. This has been adjusted to now include ‘Today’ as well.

Project Overview Page
This page has been updated to include the Project Billing Information section, providing a summary of the billing status of the project. The Milestone Budget, Milestone Deadline, Invoice on Completion and Invoice Amount fields have been added to the Milestone section. A related list of ‘Billing Events’ has also been included at the bottom of the page, below the Expenses related list.

Project Clone Page

This page has been updated to include the billing event setting fields on the Project record, the Milestone Budget, Milestone Deadline, Invoice on Completion and Invoice Amount fields and the Skill field on the Action (which will only display if the Project is set to Skill-based).

Milestone Clone Page
This page has been updated to include the Milestone Budget, Milestone Deadline, Invoice on Completion and Invoice Amount fields on the Milestone record. It also includes the Skill field on the Action (which will only display if the Project is set to Skill-based).

Action Baseline Dates
Two new date fields have been added to the Action Object called ‘Baseline Start Date’ and ‘Baseline End Date’. They will be populated automatically the first time the ‘Start Date’ and ‘End Date’ fields are populated. Having the Baseline dates as well as the existing actual date fields will enable you to report on the difference between the two.

New Field Overview

A number of new fields have been added to the solution as part of this release. We recommend you add these fields to your Page Layouts.

Project

Field Name Field Type Comments New / Existing
Billing Rate Picklist Please add the following value as a picklist option

 

Skill-based

Existing
Cost Rate Picklist Please add the following value as a picklist option

 

Skill-based

Existing
Billing Cycle Picklist Identifies the billing method for this project

 

Values: Manual; Milestone; Periodic

New
Periodic Billing Frequency Picklist Identifies the frequency the periodic billing should be processed

 

Values: Weekly; Fortnightly; Monthly

New
Periodic Billing Last Date Date Identifies the date of the last periodic billing event New
Periodic Billing Next Date Date Identifies the date the next periodic billing event will occur New
Project Reference # Text (50) Identifies the reference number for this Project New
Purchase Order # Text (100) Identifies the client’s purchase order number for this Project New
Payment Terms Picklist Identifies the Payment Terms for any related Billing Events

 

Values: 7; 14; 30; 60; 90

New
Tax Label Lookup (Tax Rate) Identifies which Tax Rate to use if tax is to be applied to the line items relating to this Billing Event New
Total Invoiced Currency (16, 2) Identifies the Total Invoiced value based on the ‘Amount’ field of all related Billing Events where Type = Invoice New
Total Paid Currency (16, 2) Identifies the Total Paid value based on the ‘Total Paid’ field of all related Billing Events where Type = Invoice New
Total Credited Currency (16, 2) Identifies the Total Credited value based on the ‘Amount’ field of all related Billing Events where Type = Credit New
Total Outstanding Currency (16, 2) Identifies the Total Outstanding value based on the ‘Total Outstanding’ field of all related Billing Events where Type = Invoice

 

New
Total Remaining Formula (Currency 16, 2) Identifies the value remaining to be invoiced for this project

 

Formula: If Billing Type = Fixed Price, Project Budget – Total Invoiced, Hours Scheduled Billable Value – Total Invoiced

New

Milestone

Field Name Field Type Comments New / Existing
Invoice on Completion Checkbox Identifies if a Billing Event Invoice should be raised when this Milestone is set to Complete New
Invoice Amount Currency (16, 2) Identifies the Amount the Billing Event Invoice should be raised for (If empty, Milestone Budget will be used. If that’s empty, Hours Scheduled Value (Billable) will be used) New

Action

Field Name Field Type Comments New / Existing
Skill Lookup Links to the Skill record for the Skill the Role will be using when delivering this Action New

Contributor

Field Name Field Type Comments New / Existing
Contributor ID Auto Number The unique ID for the record.

 

Format: CON{00000000}

New
Action Lookup (Action) Links to the Action record New
Contributor Lookup (Role) Links to the Role record of the person contributing to this Action New
Contribution – Billable Number (16, 2) Identifies the number of the billable hours this Contributor will be responsible for New
Contribution – Non Billable Number (16, 2) Identifies the number of the non billable hours this Contributor will be responsible for New

Skill Assignment

Field Name Field Type Comments New / Existing
Billable Hourly Rate Currency (16, 2) Identifies the rate the role will be billed out to the client at for performing this skill/service New
Cost Hourly Rate Currency (16, 2) Identifies the rate the role will be paid for performing this skill/service New

Billing Event

Field Name Field Type Comments New / Existing
Name Text (80) Identifies the descriptive name for this record New
Project Lookup (Project) Links to the Project record this Billing Event relates to New
Invoice Date Date Identifies the Invoice Date for this Billing Event New
Due Date Date Identifies the date the Invoice / Credit is due to be settled by New
Summary Text (255) Identifies the summary description for this billing event New
Invoice Number Auto Number Generates a sequential number New
Amount Currency (Roll Up) Roll Up Summary of all related Billing Event Item records. Sum of ‘Amount’ field New
Tax Amount Currency (Roll Up) Roll Up Summary of all related Billing Item records. Sum of ‘Tax Amount’ field New
Total Amount Formula (Currency 16, 2) Calculates the Total Amount of this Billing Event (Amount + Tax Amount)

 

Formula: Amount__c + Tax_Amount__c

New
Tax Rate Percent (3, 2) Identifies the Tax Rate for this currency (e.g. 10.00%). This figure populates automatically if left blank based on the Tax Rate specified on the Tax Rate record at the time of creating this Billing event New
Tax Label Formula (Text) Identifies the Tax Label for the Tax Rate being used on the project this Billing Event relates to

 

Formula: Project__r.Tax_Rate__c.Tax_Label__c

New
Total Paid Currency (Roll Up) Roll Up Summary of all related Billing Payment records. Sum of ‘Amount’ New
Total Outstanding Formula (Currency 16, 2) Calculates the Total Outstanding of this Billing Event (Total Amount – Total Paid)

 

Formula: Total_Amount__c – Total_Outstanding__c

New
Type Picklist Identifies the type of Billing Event

 

Values: Invoice; Credit

New
Status Picklist Identifies the status of this Billing Event

 

Values: Draft; Issued; Paid

New
PDF URL URL Details the URL Link of the Invoice / Credit Note PDF for sharing externally New
Update PDF Checkbox Indicates the attached invoice is out of date and needs updating. Click the View Invoice button to manually update. Invoices get automatically updated within 5 minutes. New

Billing Event Item

Field Name Field Type Comments New / Existing
Name Text (80) Identifies the descriptive name for this record New
Billing Event Master Detail (Billing Event) Links to the parent Billing Event record this item relates to New
Description Long Text (500) Identifies the line item description New
Ledger Code Picklist Identifies the Ledger Code relating to the items being charged on this record

 

Values: TBC

New
Tax Applicable Checkbox Identifies if Tax is applicable to be applied to this line item New
Amount Currency (16, 2) Identifies the net amount for this line item New
Tax Amount Currency (16, 2) Identifies the value of the tax to be applied for this line item. Will display 0.00 unless Tax Applicable = TRUE, then it will be auto-populated with Amount * Billing Event.Tax Rate

 

Trigger Logic: IF(Tax_Applicable__c = TRUE, Amount__c * Billing_Event__r.Tax_Rate__c, 0)

New
Total Amount Formula (Currency 16, 2) Identifies the gross amount for this line item (Amount + Tax Amount)

 

Formula: Amount__c + Tax_Amount__c

New

Billing Payment

Field Name Field Type Comments New / Existing
Name Text (80) Identifies the descriptive name for this record New
Billing Event Master Detail (Billing Event) Links to the parent Billing Event this payment relates to New
Date Paid Date Identifies the date the payment was made New
Amount Currency (16, 2) Identifies the value of the payment New
Reference # Text (255) Identifies the reference number for this payment New

Tax Rate

Field Name Field Type Comments New / Existing
Name Text (80) Identifies the name of the Tax record (e.g. Australian GST) New
Tax Label Text (50) Identifies the label for this tax record that will be used on invoices (e.g. GST) New
Currency Text (100) Identifies the name of the currency the tax rate relates to (e.g. Australian Dollar) New
Tax Rate Percent (3, 2) Identifies the Tax Rate for this currency (e.g.. 10.00%) New
Default Checkbox Identifies if this Tax Rate is to be used as the default tax rate New
Currency Code Text (3) Identifies the international currency code for this currency (e.g. AUD) New
Currency Symbol Text (5) Identifies the symbol used for the currency (e.g. $ or £) New
Date Format Text (255) Enter the date format to be used in billing for items using this tax rate. Date format should be entered in Java simple date format such as dd/MM/yyyy or MM/dd/yyyy. If the time zone cannot be determined, the running Users locale is used.

 

New

Time Log

Field Name Field Type Comments New / Existing
Invoiced Checkbox Indicates if the Time Log has been included in a Billing Event New
Billing Event Item Lookup (Billing Event Item) Links to the Billing Event Item record this Time Log was invoiced on New
Approval Date Stamp Date Populated by trigger when record is approved. New
Approval Date Formula (Date) Date the Time Log was approved

 

IF( ISPICKVAL(amc__Approval_Status__c, ‘Approved’),

IF( NOT(ISNULL(amc__Approval_Date_Stamp__c)),

amc__Approval_Date_Stamp__c,amc__Date__c),null )

New

Expense

Field Name Field Type Comments New / Existing
Invoiced Checkbox Indicates if the Expense has been included in a Billing Event New
Billing Event Item Lookup (Billing Event Item) Links to the Billing Event Item record this Expense was invoiced on New
Approval Date Stamp Date Populated by trigger when record is approved. New
Approval Date Formula Date Date the Expense was approved

 

IF( ISPICKVAL(amc__Approval_Status__c, ‘Approved’),

IF( NOT(ISNULL(amc__Approval_Date_Stamp__c)),

amc__Approval_Date_Stamp__c,amc__Date__c),null )

New
Converted Amount Number(16,2) If the Project currency is different from the Expense currency, this field will contain the converted value. This value will ultimately get rolled up to the Billing Event , if it exists. New
Converted Currency String The currency code associated with the Converted Amount. New
Incurred By Current User Formula
(Number 18,0)
Identifies if the Current User is the Person Who Incurred the Expense.

 

IF( amc__Incurred_By__r.amc__User__r.Id = $User.Id, 1, 0)

New
Non Billable Checkbox Expenses marked as Non Billable will not be included in Billing Events/Items.

 

New

Holiday

Field Name Field Type Comments New / Existing
Hours Taken Number (16, 2) Identifies the total number of hours taken during this holiday / absence New
Approval Status Picklist Identifies whether this holiday / absence has been approved

 

Values: Pending; Submitted; Approved; Rejected

New
Rejection Comments Text Area (255) Identifies the reason this holiday / absence was rejected New
Type Picklist Identifies the type of holiday / absence

 

Values: Annual Leave; Sick Leave; Time Off in Lieu

New
Approver Formula (Text) Identifies the Role responsible for approving the Holiday

 

Formula: amc__Role__r.amc__Timesheet_Approver__r.amc__First_Name__c + ” ” + amc__Role__r.amc__Timesheet_Approver__r.amc__Last_Name__c

 

New
Approver Current User Formula (Number 18, 0) Identifies if the Current User Is the User required to approve this holiday

 

Formula:

IF( amc__Role__r.amc__Timesheet_Approver__r.amc__User__r.Id = $User.Id, 1, 0)

 

New

It is recommended that you add these new fields / related lists to your Page Layouts.

New Validation Rules

A number of new Validation Rules have been included in this release to support the new functionality. Below is an overview of all the new rules.

Object Rule Name Rule Description Status
Action Skill Required Ensure the ‘Skill’ field is populated on the Action if the Project ‘Billing Rate’ or ‘Cost Rate’ are set to ‘Skill-based’ Active
Holiday Cannot Approve Own Holiday Ensures a User cannot approve their own holiday requests Inactive
Project Ensure Periodic Frequency only for T&M Periodic Frequency can only be selected if Billing Type = Time & Materials

 

Active
Expense Cannon Approve Own Expenses Ensures a User cannot approve their own expenses Inactive

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below:

  1. Click aprika.com.au/mc-app
  2. Click the ‘Get it Now’ button
  3. Enter your login details (if required)
  4. Click ‘Install in Production’
  5. Click ‘Confirm and Install’ (you may need to login again at this stage)
  6. Select which users you want to install for (‘Install for All Users’ is recommended)
  7. Click ‘Upgrade’
  8. Click Next (on step 1. Approve Package API Access)
  9. Select who you want to grant access to (on Step 2. Choose Security Level)
  10. Click Next
  11. Click Install
  12. Add new fields to project, milestone and action page layouts as required.

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 email to support@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at support@aprika.com.au.

What's New Webinar - Version 1.35
Release Notes - Version 1.35

Mission Control Version 1.35

Release Notification – 11 April 2016

Download as PDF

A new version of Mission Control (version 1.35) will be released on the AppExchange on Monday 11th April 2016. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s New?

The main focus for this release was the world ‘Multi’ with the introduction of support for multi-currency and a multi-project Gantt Chart. The ability to view multiple projects is only one of the many awesome new features we’ve added to the Gantt Chart.

Gantt Chart Enhancements

We’ve put a lot of the focus within this release on the Gantt Chart. We’ve improved a number of the existing features as well as adding in a heap of new features that we’re pretty excited about.

Multi Project View

This is something we’re all very excited about here at Aprika. The Gantt Chart now lets you view multiple projects at once. You can access the Gantt Chart directly from the Mission Control Console.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

The Gantt Chart has a persistent filter setting that will remember the last set of Projects you were viewing. You’re able to clear these filter settings and search for new Projects. When searching for Projects, you can search by the Project Name, Category or any of your own custom picklist fields that you’ve added to the Project Object.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

To apply filters to the Gantt Chart, click the Funnel icon, as per the above illustration and Filter Selection Lightbox will open. From here, you’re able to choose which field to filter on by selecting the ‘Filter Type’. You can type a search phrase in the ‘Filter’ section, as you type, the list of matching Projects will appear in the list. You can then select the required Projects and click ‘Load Projects’.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

The new Gantt Chart also remains embedded in the Project Overview page for a single Project. The only buttons not available on this version are the Filters and Remove Filters.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Updated Lightbox Data Entry

The Milestone and Action Lightbox features on the Gantt Chart have been updated to provide you with quick access to all of the important fields for each of the records.

This means you can simply double click on any Milestone or Action on the Gantt Chart and update any of the fields in the screenshots below.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Data Table Toggle

The Data Table Toggle button Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheetenables you to show or hide the data table, which sits to the left hand side of the Gantt Chart.

The screenshot below illustrates the data table being visible.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

The screenshot below illustrates the data table being hidden.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Column Width Zoom

This is another one we know plenty of you are going to love. We now have a great deal of flexibility in the width of the columns displayed on the Gantt Chart. You can adjust these to meet your own preference simply by clicking the zoom in / zoom out Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet buttons on the Gantt Chart.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

High Priority Flag

A new field has been added to the Action object called ‘Priority’. It is a picklist field with values of High, Medium and Low.

Any Action with a Priority value of ‘High’ will be highlighted in red on the Gantt Chart, as per the illustration below.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Multi Currency Support

To support clients requiring the ability to use the SFDC ‘Multi Currency’ functionality, a few enhancements have been applied to various objects within Mission Control.

To support Multi Currency effectively, the Project, Milestone(s), Action(s) and Time Log(s) all need to be in the same currency. To manage this, existing have been updated on the following objects:

Project

If the currency value changes, the Trigger will convert all child (Milestone), grandchild (Action) and great grandchild (Time Log) records to ensure they’re also changed to match the same currency.

During this change, the values will convert from the original currency to the corporate currency then, if applicable, converted from the corporate currency into the newly specified currency. For example, if we have three currencies in operation as follows:

  • AUD (Corporate Currency)
  • GBP
  • USD

When a Project is switched from USD to GBP, it would be managed in a two-step process as follows:

  • Convert all values from USD to AUD
  • Convert all values from AUD to GBP

Milestone

When a Milestone is created, the Trigger updates the currency value to match the currency value specified on the Project record it relates to.

Action

When an Action is created, the Trigger will update the currency value to match the currency value specified on the Project record it relates to.

Time Log

When a Time Log is created, the Trigger will update the currency value to match the currency value specified on the Project record it relates to.

If the Billing Rate / Cost Rate is Standard, no multi currency support is required.

If the Billing Rate / Cost Rate is Role-based, the Role’s Hourly Rates are converted from the currency specified on their Role record to match the currency specified on the Project the Time Log will relate to. This rate will be converted via the corporate currency where neither the Role’s currency or the Project’s currency is the corporate currency.

Expenses

No changes are required as this Object already supported Multi Currency.

Manage Rates Page

The Manage Rates Visualforce Page will be updated to display the currency value specified on the Role’s record.

The Wireframe below illustrates where the currency code will be displayed.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Auto Completion %

To ensure users can leverage the functionality offered on the PMO Dashboard, the Completion % field on the Action will be updated automatically, if not overridden manually. Currently, it relies on the user updating this field manually. To date, we’ve experienced that this field does not get updated unless it’s to reflect a deviation from the expected progress.

As such, the Action Trigger has been enhanced to maintain the percentage value based on the Hours Completed / Hours Scheduled automatically, unless the field is manually changed by the User. To support this new feature, a Checkbox field ‘Completion % Overridden’ has been added to the Action object that will be updated by the Trigger if the user has manually changed the value. Once the field has been manually overridden, the Trigger will no longer maintain the percentage value automatically.

The current Completion % value will be visible from all time logging interfaces, including the Timesheet; Whiteboard; Time Logger and Inbox App.

For ease of override identification, if the Completion % value is being maintained automatically, it will be displayed in a grey font. If it has been manually overridden, it will be displayed in a black font.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Timesheet – Time Tracking

Whilst reviewing Mission Control, a new client put forward a suggestion saying “it would be great if we could have the time tracking functionality on the Timesheet in a similar way you can track time on the sidebar Time Logger”. We thought…that’s an awesome idea!!

So, that’s what we’ve done. As you’ll see in the screenshot below, you have a ‘Play’ button next to Actions listed on your Timesheet. To start tracking time, simply press the button and you’ll see it change to a ‘Stop’ button. When you’ve finished working on your Action, simply click the Stop button and your time will be recorded for you.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Cirrus Inbox App

Now, we know this new feature isn’t going to benefit all of our customers, so apologies if you’re one of them. We are extremely excited to announce that those customers that are using the Cirrus Insight app for Gmail or Outlook365 will be able to access Mission Control directly from the Inbox App!

There are four key features available within the Inbox App:

  • View Active Projects for a particular client
  • Mark Actions as ‘Complete’
  • Log Time against any Action on any Project
  • Add a new Action to any active Project

Inbox App Home

The Mission Control home page will load up as per the following screenshot.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Inbox App Active Projects

The Active Projects page will load up all currently active Projects in Mission Control relating to the Contact or their Account.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Inbox App Time Logger

Log time against any Action within Mission Control, direct from your inbox!

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Inbox App Add Action

Create a new Action against any active Project within Mission Control.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Installing the Inbox App

To install the Mission Control Inbox App, please visit www.cirrusinsight.com/inbox-apps. From here, you’ll be able to click on the Mission Control app and you’ll then be taken to the Inbox Apps Gallery, where you’ll see a screen similar to the example below.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

All you need to do now is click the ‘Add to Cirrus Insight’ button. You’ll then receive confirmation that the app will now be available, as per the screenshot below.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

You can then return to Gmail or Outlook and you will see the Mission Control app available within Cirrus Insight. Please note, you may need to refresh Cirrus Insight first. To do this, simply click on the Settings Icon, click Account Info, click Refresh Cirrus Insight.

Known Issue Fixes / Small Feature Enhancements

Daily Digest

  • Added a hyperlink to each Action within the email so recipients can click on the link to open the Action within Mission Control. These links only display for Roles linked to Users.
  • Adjusted the formatting on the Date to match the Locale format of the Running User that processes the Daily Digest.

Timesheet

  • Added the ability to adjust the Start Day of the week on the Timesheet. By default it starts on the first day of the week as specified by the Locale setting. You can now apply an ‘Offset’ to this. For example, a Locale of United States determines the Start Day of the week to be Sunday. By setting the Offset value as ‘1 Day’, the Timesheet will start on a Monday instead. This setting is accessible from the ‘Project Automation’ section of the Mission Control Console.

Salesforce Project Management Software Mission Control AppExchange Gantt Chart Timesheet

Sample Data

  • From the Mission Control Console in Salesforce Classic, you can now generate sample data that will populate sample records in all of the key objects required for Mission Control. This may has been added for prospects evaluating Mission Control. However, existing clients can create the data, should they wish to have some sample records to test with. Please note, you will need to manually delete this data once it has been created.

New Field Overview

A number of new fields have been added to the solution as part of this release.

Project

Field Name Field Type Comments New / Existing
Category Picklist Enables you to categorise your projects. There is a ‘TBC’ value as standard, you will need to add your own values as required New
Sub Category Picklist Enables you to record a sub-category for each of your projects. There is a ‘TBC’ value as standard, you will need to add your own values as required. You may also want to make these values dependent on the Category field New

Action

Field Name Field Type Comments New / Existing
Priority Picklist Enables you to identify the priority for a particular Action.

 

Values: Low; Medium; High

 

Note: High priority Actions are displayed red on the Gantt Chart

New
Completion % Overridden Checkbox Identifies whether a User has manually overridden the Completion % value. If this field is TRUE, the Completion % will stop being updated automatically when new Time Logs are entered New
Projected Total Hours – Billable Formula Identifies the total projected billable hours for this Action. Hours Completed – Billable + Projected Hours Remaining – Billable

 

Formula: Hours_Completed_Billable__c + Projected_Hours_Remaining_Billable__c

New
Projected Total Hours – Non Billable Formula Identifies the total projected non billable hours for this Action. Hours Completed – Non Billable + Projected Hours Remaining – Non Billable

 

Formula: Hours_Completed_Non_Billable__c + Projected_Hours_Remaining_Non_Billable__c

New
Projected Total Hours Formula Identifies the total projected hours for this Action. Sums Projected Total Hours – Billable + Projected Total Hours – Non Billable

 

Formula: Projected_Total_Hours_Billable__c + Projected_Total_Hours_Non_Billable__c

New

You may wish to add these new fields to the page layouts.

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below:

  1. Click aprika.com.au/mc-app
  2. Click the ‘Get it Now’ button
  3. Enter your login details (if required)
  4. Click ‘Install in Production’
  5. Click ‘Confirm and Install’ (you may need to login again at this stage)
  6. Select which users you want to install for (‘Install for All Users’ is recommended)
  7. Click ‘Upgrade’
  8. Click Next (on step 1. Approve Package API Access)
  9. Select who you want to grant access to (on Step 2. Choose Security Level)
  10. Click Next
  11. Click Install
  12. Add new fields to project, milestone and action page layouts as required.

What’s New Webinar

We have pre-recorded the ‘What’s New’ webinar to provide further information on how to get the best out of the new features. To access this webinar, please view the ‘Release Notes’ section of the Mission Control Support Centre – www.aprika.com.au/mc-support

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 email to support@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at support@aprika.com.au.

What's New Webinar - Version 1.34
Release Notes - Version 1.34

Mission Control Version 1.34

Release Notification 9 November 2015

A new version of Mission Control (version 1.34) will be released on the AppExchange on Monday 9th November 2015. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s New?

The main focus for this release was Lightning Experience, to make sure all the features you know and love within Mission Control work for you within Lightning Experience.

Lightning Ready!

We are pleased to announce that Mission Control has received its ‘Lightning Ready Certification’ from Salesforce.com. This means any Mission Control User wishing to use the Lightning Experience (LEX) user interface will now be able to access Mission Control within the LEX UI.

Two key enhancements have been introduced for LEX.

Mission Control Console

When using LEX, the Mission Control Console will now appear as follows:

Mission Control Project Management Application Salesforce.com CRM System Native AppExchange Lightning Experience LEX

It still provides you with all of the same functionality as the ‘Salesforce Classic’ UI provides today. It also includes the new ‘Launcher’ tool in the top right of the page that provides quick launch access to all of the key tools within Mission Control.

Mission Control Project Management Application Salesforce.com CRM System Native AppExchange Lightning Experience LEX

You can switch between Salesforce Classic and LEX effortlessly and Mission Control will automatically detect which UI you are working in, so there’s nothing you need to do.

Visualforce Navigation Header

When using any of the Visualforce Pages within Mission Control, such as the Project Overview, Scheduler, Whiteboard, Gantt Chart, etc., you’ll now have the Navigation Header appear when using Mission Control within LEX.

Mission Control Project Management Application Salesforce.com CRM System Native AppExchange Lightning Experience LEX

This navigation header provides you with the ability to jump back to the Console or launch into any of the other key tools.

To access Mission Control within LEX, please follow the instructions below:

Mission Control Project Management Application Salesforce.com CRM System Native AppExchange Lightning Experience LEX

 

Mission Control Project Management Application Salesforce.com CRM System Native AppExchange Lightning Experience LEX

Mission Control Project Management Application Salesforce.com CRM System Native AppExchange Lightning Experience LEX

P&L Formula Enhancements

The P&L Formula Fields on the Project, Milestone and Action Objects have been adjusted to take into account the Billing Type. If the Project has a Billing Type value of ‘Fixed Price’, the Project Budget will be referenced instead of the value of the billable hours. The Material Cost fields have now also been incorporated into the calculations.

The fields that have been adjusted are as follows:

Project

  • P&L Scheduled
  • P&L Actual
  • P&L Forecast

Milestone

  • P&L Scheduled
  • P&L Actual
  • P&L Forecast

Action

  • P&L Scheduled
  • P&L Actual
  • P&L Forecast

Known Issue Fixes / Small Feature Enhancements

Timesheet

  • You are now no longer able to select an Action from the picklist when manually adding a row to the Timesheet if the Action’s ‘Exclude from Timesheet Indicator’ is set to TRUE.
  • After saving the Timesheet, it will now scroll back to the top of the page so the User can see the Save Confirmation or Error notification

Project Rescheduling Page

  • Actions that do not have a Start Date or End Date have been filtered out of the rescheduling process

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below:

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000RljN
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose Security Level)
  6. Click Next
  7. Click Install
  8. Add new fields to project, milestone and action page layouts as required.

What’s New Webinar

We have pre-recorded the ‘What’s New’ webinar to provide further information on how to get the best out of the new features. To access this webinar, please view the ‘Release Notes’ section of the Mission Control Support Centre – www.aprika.com.au/mc-support

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 email to support@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at support@aprika.com.au.

What's New Webinar - Version 1.31
Release Notes - Version 1.31

Mission Control Version 1.31

Release Notification 25 September 2015

A new version of Mission Control (version 1.31) will be released on the AppExchange on Monday 28th September 2015. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s New?

Hot on the heels of our last major release, we’re pleased to bring you another jam-packed release with some amazing new features.

Time Log Approvals

Functionality has been added to the Time Log object that will allow clients to utilise an approval process for Time Logs. Time Logs will now not be calculated against the billable/cost values of a project until the Time Log has been approved.

There are two approval options that can be used:

Role Manager: On an individual’s Role record, you will be able to specify the ‘Timesheet Approver’. This field will link to another Role record and will be referenced on the Time Log record if ‘Role Manager’ approval is required

Project Owner: The Role record specified as the ‘Project Owner’ on the Project will be referenced on the Time Log if ‘Project Owner’ approval is required. Both options can be set for each Project by ensuring the following Checkbox fields are set to TRUE.

Timesheet Approval Settings

Each approval option contributes to the overall ‘Approval Status’ of the Time Log. The Time Log has three approval status fields as follows:

  • Role Manager Approval Status
  • Project Owner Approval Status

Approval Status All fields are picklists with values:

  • Pending
  • Submitted
  • Approved
  • Rejected

Both ‘Role Manager Approval Status’ and ‘Project Owner Approval Status’ fields must be set to Approved in order for the ‘Approval Status’ to be ‘Approved’.

Once the master ‘Approval Status’ is set to approved, the Hours Completed Value (Billable) and Hours Completed Value (Cost) will be calculated and accounted for on the parent Action.

If you do not wish to utilise this feature, simply ensure the Project fields ‘Role Manager Timesheet Approval Reqd’ and ‘Project Owner Timesheet Approval Reqd’ are FALSE. All Time Log records will automatically default to an Approval Status of ‘Approved’.

A new List View has been created with a name of ‘Time Logs Requiring My Approval’. This list view will display all Time Logs where the ‘RM Approver Current User’ or ‘PO Approver Current User’ is TRUE. The columns displayed on the list view are:

  • Project Name
  • Date
  • Hours Completed
  • Notes
  • Role Manager Approver
  • Role Manager Approval Status
  • RM Rejection Comments
  • Project Owner Approver
  • Project Owner Approval Status
  • PO Rejection Comments

The approving User will be able to review and approve Time Log records using the inline edit functionality within the List View. To support the Time Log Approvals, additional functionality has been added to the Timesheet as per the screenshot below:

Mission Control Project Management Timesheet Salesforce.com AppExchange

The key feature enhancements are as follows:

Save & Submit Timesheet

Where you are using the Time Log Approval functionality, new Time Log records you create will be set with an approval status of ‘Pending’. The ‘Save & Submit Timesheet’ button allows you to change the status value from ‘Pending’ to ‘Submitted’ for all Time Log records displayed on the Timesheet.

Mission Control Timesheet Approval Time Logging Time Tracking Salesforce.com AppExchange Project Management Milestones PM

Total Hours Summary

The Total Hours section now shows you the sum of Time Logs and the ‘Hours per Week’ value from the Role record. This allows a User to easily see how many hours they have logged in relation to their weekly target.

Mission Control Timesheet Approval Time Logging Time Tracking Salesforce.com AppExchange Project Management Milestones PM

When a User clicks the ‘Save & Submit Timesheet’ button, if the total hours logged is less than the target, they will be prompted to see if they wish to continue with the submit process.

Time Log Approval Status

There is now a summary in the header section of the Timesheet showing you an overview of the quantity of Time Logs currently loaded on the Timesheet that are in each ‘Approval Status’

Mission Control Timesheet Approval Time Logging Time Tracking Salesforce.com AppExchange Project Management Milestones PM

Action Completion % Management

Mission Control now provides the ability to manually specify the ‘Completion %’ of an Action. This new field has been added to the Action Object. This new field enables users to specify the progress their effort on the Action to date has resulted in. Typically, a user would specify this value if the progress is not aligned with the effort expended to date.

For example, if an Action has 8 hours scheduled, and to date, 4 hours of effort have been completed, if progress is not 50%, the User will be able to enter the actual completion percentage value.

Note, if you wish to take advantage of the progress tracking and PMO Dashboard features explained below, you will need to enter a value in this field regardless of whether you’re on track or not. To have this field appear on various pages such as the Timesheet and the Time Logger, please ensure the Checkbox is set to TRUE on the Project Automation section of the Mission Control Console as per the below screenshot.

Mission Control Project Management Completion Percentage % Tracking Milestones PM Salesforce.com AppExchange

Additional fields have been added to the Action Object that are formula fields driven from the ‘Completion %’ value. The purpose of these new fields is to provide you with the ability to assess the projected effort / cost remaining.

These new fields include:

Projected Hours Remaining – Billable

Description: Identifies the projected number of billable hours remaining on this action Formula: If Hours Completed (Billable) is greater than zero and Completion % is greater than zero, (Hours Completed (Billable) divided by Completion %) – Hours Completed (Billable), otherwise Hours Remaining (Billable)

Projected Value (Billable)

Description: Identifies the projected billable value for this action. Formula: If Billing Type = Fixed Price, Hours Scheduled Value (Billable), otherwise if Completion % is empty, Hours Remaining Value (Billable), otherwise Hours Completed Value (Billable) / Completion %

Projected Hours Remaining – Non Billable

Description: Identifies the projected number of non billable hours remaining on this action Formula: If Hours Completed (Non Billable) is greater than zero and Completion % is greater than zero, (Hours Completed (Non Billable) divided by Completion %) – Hours Completed (Non Billable), otherwise Hours Remaining (Non Billable)

Projected Value (Cost)

Description: Identifies the projected cost value for this action Formula: If Completion % is blank, Hours Remaining Value (Cost), otherwise (Projected Hours Remaining Billable + Projected Hours Remaining Non Billable) * Cost Hourly Rate + Hours Completed Value (Cost)

Projected P&L

Description: Identifies the Projected Profit & Loss position for this Action Formula: If Billing Type = Fixed Price, Hours Scheduled Value (Billable) – Projected Value (Cost), otherwise Projected Value (Billable) – Projected Value (Cost)

Recognised Revenue

Description: Identifies the recognised revenue based on Completion % or Hours Completed (Billable) Formula: If Billing Type = Fixed Price, Completion % * Hours Scheduled Value (Billable), otherwise Hours Completed Value (Billable)

Action Progress Tracking

An extension to the ‘Action Completion % Management’ feature outlined above is the ‘Action Progress Tracking’.

If you plan to use the Completion % feature outlined in the previous section, you will also have the ability to track the value of this field on a weekly basis for reporting purposes.

A batch process can be scheduled from the Mission Control console that will operate once a week at your specified time and day of week (See below screenshot of the relevant section of the Mission Control Console).

Mission Control Project Management Salesforce.com AppExchange Milestones PM Action Progress Tracking

To schedule this batch process, select your preferred ‘Run Time’ tick the ‘Progress Tracking Active’ checkbox and click Save.

This process will create / update ‘JSON’ file that will be stored in the Notes/Attachments section of the Project record (See below screenshot).

Mission Control Project Management Salesforce.com AppExchange Milestones PM Action Progress Tracking

The files will be created / updated with the ‘Completion %’ value for each Action on Projects where the Project Status is not ‘Completed’ and Archived is FALSE.

This file will be used by the PMO Dashboard to identify the ‘Earned Value’ – please refer to the PMO Dashboard section for an explanation of Earned Value.

Note: Whilst the current progress tracking solution is not utilising the Field Tracking History data, it is recommended that you switch on field tracking for the Action ‘Completion %’ field as this will serve as a back up source for tracking the changes.

PMO Dashboard

The PMO Dashboard provides you with the ability to establish a variety of key performance indicators relating to your projects, including:

Planned Value: The percentage of ‘Hours Scheduled – Billable’ accounted for based on the Action ‘Start Date’ to the end of the selected week. For Example, an Action has an ‘Hours Scheduled Value (Billable)’ value of $1,200 and has a Start Date of 17/08/15 and an End Date of 26/08/15. The Total days (excluding non-working days) is 8. Therefore ‘Week 1’ of the Project will have a ‘Planned Value’ of $756 (e.g. 5 days / 8 days = 63%. 63% * $1,200 = $756).

Earned Value: The Earned Value is calculated based on the ‘Completion %’ multiplied by the ‘Hours Scheduled Value (Billable). For example, if I have specified that I am 40% completed on an Action, which has an Hours Scheduled Value (Billable) value of $1,200, the Earned Value is $480.

Actual Cost: The Actual Cost is the sum of the ‘Hours Completed Value (Billable) on the Time Logs. For example, if I have logged a total of 4 hours and my Billable Hourly Rate is $150, the Actual Cost would be $600.

Recognised Revenue: This calculates how much of the revenue due to be earned has been recognised so far. If the Project’s Billing Type = Fixed Price, this is calculated based on Completion % * Hours Scheduled Value (Billable), otherwise it references the ‘Hours Completed Value (Billable)’.

CPI: This indicator identifies how the Project, Milestone or Action is performing against the scheduled revenue. The higher the score, the better you’re performing (e.g. you’re delivering the work more efficiently than you scheduled it to be delivered).

SPI: This indicator identifies how the Project, Milestone or Action is performing against the scheduled time line. The higher the score, the better you’re performing (e.g. you’re delivering the work quicker than you scheduled it to be delivered).

CPI / SPI Breakpoints: The CPI and SPI values will be coloured red, amber or green based on the breakpoints you have set. These breakpoints can be set on the Mission Control Console Page in the ‘Project Automation’ section.

Mission Control Project Management PMO Dashboard CPI SPI Recognised Revenue Actual Cost Earned Value Planned Value Salesforce.com AppExchange

Using the PMO Dashboard

The PMO Dashboard can be accessed from the Mission Control Console within the ‘PMO Dashboard’ section.

Mission Control Project Management PMO Dashboard CPI SPI Recognised Revenue Actual Cost Earned Value Planned Value Salesforce.com AppExchange

The PMO Dashboard will initially load as per the screenshot below:

Mission Control Project Management PMO Dashboard CPI SPI Recognised Revenue Actual Cost Earned Value Planned Value Salesforce.com AppExchange

You can set the ‘Master Date’ that you want to use to view data for. This will load the Completion % value from the JSON file for each Action, and use all Time Logs up to the last day of the selected week, if the Action Start Date occurs on or prior to the last day of the selected week.

You also have the ability to set the ‘Comparison Date’ should you wish to evaluate two snapshots of data side by side.

Once you’ve selected the dates you wish to analyse, click the ‘Load Dashboard’ button to view the results.

Mission Control Project Management PMO Dashboard CPI SPI Recognised Revenue Actual Cost Earned Value Planned Value Salesforce.com AppExchange

The Dashboard Summary section provides an overall CPI and SPI rating for all records. They will be colour-coded based on the breakpoints you have specified on the Mission Control Console.

The Project Information section provides you with the ability to drill down from the Project, to the Milestones, to the Actions to view the individual values. Any CPI or SPI value beneath the red breakpoint will be highlighted red.

To expand or collapse the data tree, click on the triangle to the left of the appropriate Project or Milestone.

To open up any record in a new tab in your browser, click on the Project Name, Milestone Name or Action Name.

Please note, for a Project to be displayed on the PMO Dashboard, it must have the ‘Display on PMO Dashboard’ field set to TRUE. You will need to manually add this field to the page layout.

Action Rescheduling Enhancements

A new feature has been added to Mission Control that will allow you to ignore weekends and nonworking days when existing Actions are being rescheduled.

A ‘Non Working Day’ is defined as a Holiday record, which is either assigned to an individual Role, or via a Holiday Assignment.

When an Action is rescheduled (e.g. the Start Date or End Date are changed) the rescheduling process will move the date forward to the next working day.

For example, an existing Action has the following values:

  • Start Date: Wednesday 19th August 2015
  • End Date: Friday 21st August 2015

If the Action is updated so the dates are moved forwards by two days, the result would end up being an End Date on a Sunday, so the End Date will be moved forward by one day. Therefore, the final result will be:

  • Start Date: Friday 21st August 2015
  • End Date: Tuesday 25th August 2015

In the same scenario, where the Action Owner also has a Holiday record for Monday 24th August, the end result would be:

  • Start Date: Friday 21st August 2015
  • End Date: Wednesday 26th August 2015

This rescheduling feature will execute once the record has been saved. Therefore, if you’re applying the change on the Gantt Chart or the Scheduler, it will not adjust for weekends and non-working days until the changes are saved.

As part of this enhancement, weekends are now shaded grey on the Gantt Chart to make day of the week identification simpler. Note, the standard ‘Business Hours’ feature within Salesforce.com has been used to identify which days of the week should be highlighted grey. In the illustration below, the Business Hours settings will result in Saturday and Sunday being highlighted grey.

Mission Control Project Management Automation Settings Milestones PM Salesforce.com AppExchange

To access the Business Hours section you need to click Setup > Administer > Company Profile > Business Hours.

If you do not wish to use this feature, it can be disabled within the Project Automation section of the Mission Control Console as per the illustration below.

Mission Control Project Management Automation Settings Milestones PM Salesforce.com AppExchange Non Working Days

Milestone Budget & Deadline

New functionality has been added to the Milestone Object around specifying a Milestone Budget and Milestone Deadline.

Milestone Budget

To cater for clients that break the ‘Project Budget’ down per Milestone, two new fields have been added to the Milestone as follows:

Milestone Budget: This enables you to specify the dollar value (billable revenue) that will be generated as a result of delivering this Milestone.

Unallocated Milestone Budget: This is a formula field that calculates ‘Milestone Budget’ – ‘Hours Scheduled Value (Billable)

A Validation Rule has been added to the Action Object that will prevent an Action from being saved if the Project’s Billing Type is ‘Fixed Price’ and the Action’s ‘Hours Scheduled Value (Billable)’ exceed the ‘Unallocated Milestone Budget’.

Note, this Validation Rule is set to Disabled by default. If you want to utilise this feature, you will need to edit the Validation Rule ‘Exceed_Milestone_Budget’ and set the Active Checkbox to TRUE.

Milestone Deadline

A new Date field has been added to the Milestone Object, which allows clients to specify the date that the Milestone must be delivered by. The current ‘Start Date’ and ‘End Date’ values on the Milestone are driven by the earliest Start Date and latest End Date of all child Action records.

This new Milestone Deadline field can be set and used in conjunction with a new Validation Rule to prevent users from setting the End Date on an Action record beyond the Milestone Deadline.

Note, this Validation Rule is set to Disabled by default. If you want to utilise this feature, you will need to edit the Validation Rule ‘End_Date_Exceeds_Milestone_Deadline’ and set the Active Checkbox to TRUE.

Known Issues Fixed

The following known issues have also been addressed as part of this release.

Timesheet Fixed Width

To support users with small screens, the Timesheet columns have been set to fixed widths instead of dynamically shrinking.

Time Log Trigger

The Trigger has been updated to check for a null value in the Action’s ‘Hours Scheduled (Billable) field to manage situations where the user has left this field blank.

Timesheet Date Format

The date format has been updated to match the user’s ‘Locale’ setting.

Whiteboard Date Format

The date format has been updated to match the user’s ‘Locale’ setting.

Scheduler Role Sorting

The Roles displayed on the Scheduler are now sorted in A-Z order based on First Name

Role Name Formatting

When a Role is associated with a Contact that has no First Name, the Role was appending ‘null’ to the Name. This has been changed to now only display the Last Name.

New Fields

A number of new fields have been added to the solution as part of this release. The new fields are listed below, followed by recommended page layouts

Role

Field Name Field Type Comments New / Existing
Timesheet Approver Lookup (Role) Identifies the Role record of the person that is responsible for approving Time Logs for this person New

Project

Field Name Field Type Comments New / Existing
Role Manager Timesheet Approval Reqd Checkbox Identifies whether the person specified as the ‘Timesheet Approver’ on the Action Owner’s Role record needs to approve Time Logs New
Project Owner Timesheet Approval Reqd Checkbox Identifies whether the person specified as the ‘Project Owner’ on the Project record needs to approve Time Logs New
Display on PMO Dashboard Checkbox Identifies whether this Project will be displayed on the PMO Dashboard New

Milestone

Field Name Field Type Comments New / Existing
Milestone Deadline Date Identifies the date this Milestone must be delivered by. A Validation Rule exists on the Action Object that can be used to ensure Action End Dates do not exceed this Date.

 

New
Milestone Budget Currency (16, 2) Identifies the budget allocated to this Milestone

 

New
Unallocated Milestone Budget Formula (Currency 16, 2) Identifies how much of the Milestone Budget has not yet been allocated to an Action. Formula: Milestone Budget – Hours Scheduled Value (Billable)

 

New

Action

Field Name Field Type Comments New / Existing
Completion % Percent (18, 0) Identifies the completion percentage of progress made. This field is updated manually and can be used to adjust the completed billable value and remaining effort New
Projected Hours Remaining – Billable Formula (Number 16, 2) Identifies the projected number of billable hours remaining on this action

 

Formula: IF(AND(Hours_Completed__c > 0, Completion_Percent__c > 0), (Hours_Completed__c / Completion_Percent__c) , Hours_Remaining__c )

New
Projected Hours Remaining – Non Billable Formula (Number 16, 2) Identifies the projected number of non billable hours remaining on this action

 

Formula: IF(AND(Hours_Completed_Non_Billable__c > 0, Completion_Percent__c > 0), (Hours_Completed_Non_Billable__c / Completion_Percent__c) , Hours_Remaining_Non_Billable__c )

New
Projected Value (Billable) Formula (Currency 16, 2) Identifies the projected billable value for this action

 

Formula: IF(ISPICKVAL(Milestone__r.Project__r.Billing_Type__c, “Fixed Price”), Scheduled_Value_Billable__c, IF(ISBLANK(Completion_Percent__c), Hours_Remaining_Cost__c, Hours_Completed_Cost__c / Completion_Percent__c))

New
Projected Value (Cost) Formula (Currency 16, 2) Identifies the projected cost value for this action

 

Formula: IF(ISBLANK(Completion_Percent__c), Hours_Remaining_Value_Cost__c, ((Projected_Hours_Remaining_Billable__c + Projected Hours_Remaining_Non_Billable__c) * Cost_Hourly_Rate__c) + Hours_Completed_Value_Cost__c)

New
Projected P&L Formula (Currency 16, 2) Identifies the Projected Profit & Loss position for this Action

 

Formula: IF(ISPICKVAL(Milestone__r.Project__r.Billing_Type__c, “Fixed Price”), Hours_Scheduled_Cost__c – Projected_Value_Cost__c , Projected_Value_Billable__c – Projected_Value_Cost__c )

New
Billable Hourly Rate Formula (Currency 16, 2) Identifies the Billable Hourly Rate, based on Hours Scheduled Value (Billable) / Hours Scheduled – Billable

 

Formula: Hours_Scheduled_Cost__c / Hours_Scheduled__c

New
Cost Hourly Rate Formula (Currency 16, 2) Identifies the Cost Hourly Rate, based on Hours Scheduled Value (Cost) / Hours Scheduled – Non Billable

 

Formula: Hours_Scheduled_Value_Cost__c / Total_Hours_Scheduled__c

New
Hours Completed – Billable Roll Up Summary Adjust filter logic to only include Time Logs where ‘Approval Status’ = Approved or null Existing
Hours Completed – Non Billable Roll Up Summary Adjust filter logic to only Time Logs where ‘Approval Status’ = Approved or null Existing
Recognised Revenue Formula (Currency 16, 2) Identifies the recognised revenue based on Completion % or Hours Completed (Billable)

 

Formula: IF(ISPICKVAL(Milestone__r.Project__r.Billing_Type__c, “Fixed Price”), Completion_Percent__c * Hours_Scheduled_Cost__c, Hours_Completed_Cost__c)

New
Working Days Number (18, 0) Tracks the number of automatically calculated working days for this Action New
Gap from Parent Number (18, 0) Automatically calculated number of working days between this Action and its Parent Action New

Time Log

Field Name Field Type Comments New / Existing
Role Manager Approval Status Picklist Identifies the Approval Status of this Time Log from the Role Manager

 

Values: Pending; Submitted; Approved; Rejected

New
Project Owner Approval Status Picklist Identifies the Approval Status of this Time Log from the Project Owner

 

Values: Pending; Submitted; Approved; Rejected

New
Approval Status Picklist Identifies the Approval Status of this Time Log based on the Role Manager Approval Status and Project Owner Approval Status values

 

Values: Pending; Submitted; Approved; Rejected

New
Role Manager Approver Lookup (Role) Identifies the Role record for the person that is the Role Manager responsible for approving Time Logs for this person New
Project Owner Approver Lookup (Role) Identifies the Role record for the person that is Project Owner responsible for approving Time Logs for this project New
Role Manager Rejection Comments Text Area Identifies the reason the Role Manager rejected the Time Log New
Project Owner Rejection Comments Text Area Identifies the reason the Project Owner rejected the Time Log New
Role Manager Current User Formula (Number 18, 0) Identifies if the Current User is the User required to approve this Time Log as the Role Manager

 

IF(Role_Manager_Approver__r.amc__User__r.Id = $User.Id, 1, 0)

 

New
Project Owner Current User Formula (Number 18, 0) Identifies if the Current User is the User required to approve this Time Log as the Project Owner

 

IF(Project_Owner_Approver__r.amc__User__r.Id = $User.Id, 1, 0)

 

New

Recommended Page Layouts

Role

Mission Control Page Layout Salesforce.com Release Notification V1.31

Project

Mission Control Page Layout Salesforce.com Release Notification V1.31

Milestone

Mission Control Page Layout Salesforce.com Release Notification V1.31

Action

Mission Control Page Layout Salesforce.com Release Notification V1.31

Time Log

Mission Control Page Layout Salesforce.com Release Notification V1.31

 

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below:

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000FXDO
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose Security Level)
  6. Click Next
  7. Click Install
  8. Add new fields to project, milestone and action page layouts as required.

What’s New Webinar

We have pre-recorded the ‘What’s New’ webinar to provide further information on how to get the best out of the new features, which is available from this page.

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 email to support@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at support@aprika.com.au.

What's New Webinar - Version 1.29
Release Notes - Version 1.29

Mission Control Version 1.29

Release Notification 7 August 2015

A new version of Mission Control (version 1.29) will be released on the AppExchange on Monday 10th August 2015. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s New?

We are very excited with the new features being introduced to Mission Control. This is by far the largest release since Mission Control was initially launched.

Profit & Loss Management

Up until now, Mission Control has only had the ability to track the revenue for a Project. You were able to identify the value of an hour’s effort on the Project. Mission Control now has the ability to track both revenue and cost, and in turn, the Profit & Loss at the Action, Milestone and Project levels.

As part of the P&L Management update, a number of enhancements have been made, which are detailed below.

Hours Per Day

You now have the ability to specify how many hours per day you work. Previously, this was hard-coded to 8 hours per day. You can change the default value for all projects, but you can also specify the value for individual Projects if they vary from your standard working day.

To set the default value for your business, you can update the ‘Default Hours Per Day’ field in the Project Automation section of the Mission Control Console – see the screenshot below:

Screen Shot 2015-10-23 at 8.48.38 am

If you have a project that needs to be based on a different value, you can modify the ‘Hours per Day’ field on the individual Project.

Note, where no value is specified calculations will be based on an 8-hour day.

Billable & Cost Rates

Mission Control now allows you to track the revenue and costs of a Project. This enables you to track the Profit & Loss for individual Actions, Milestones and Projects.

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’ 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 now 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
  • Billing Day Rate: $1,200
  • Billing Hourly Rate: $150
  • Cost Rate: Standard
  • Cost Day Rate: $800
  • 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 works 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 & non billable) x $100 (the Cost Hourly Rate))

P&L (Actual): $50

These calculations are available for the Scheduled Hours, Completed Hours and Remaining Hours.

A new Validation Rule has been included that will prevent users from entering a number greater than 0 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 & Materials

You now have the ability to specify whether a Project is being measured on a ‘Fixed Price’ or ‘Time & Materials’ basis. There is no fundamental difference 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 now 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 now 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)
  • 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 Ratio x Hourly Rate.

Manage Rates per Project

You will now be 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 & 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.


Mission Control Project Management Rates Billable Non Billable Salesforce.com

Expense Management

A new Object has been added to Mission Control that will enable Users to submit expenses against a Project. Previously, the only method of logging expenses was on a Time Log record against a specific Action. Several clients have requested the ability to be able to log expenses at the Project level.

A new field has been added to the Role Object called ‘Mileage Rate’ that will be used to calculate the value of an Expense record that relates to a mileage claim.

To support expense approvals, a new field has been added to 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’ has been included. 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 & Attachments’ related list to upload supporting documentation such as receipts.

You can submit Expenses via the web browser by navigating to the Expenses Tab or via the Expenses related list on the Project Detail page, as per the illustrations below.

Mission Control Project Management Expenses Expense Logging Receipts Salesforce.com AppExchange Milestones PM

Mission Control Project Management Expenses Expense Logging Receipts Salesforce.com AppExchange Milestones PM

You can also log expenses (and upload supporting receipts) directly from the Salesforce1 Mobile App as per the screenshots below.

Mission Control Project Management Expenses Expense Logging Receipts Salesforce.com AppExchange Milestones PM

Scheduler Enhancements

A number of enhancements have been added to the Scheduler to make it an even more valuable tool for your resource capacity planning. Below is a summary of the key enhancements.

Timeline View – You can now extend the two-week timeline view out to a maximum of 12 weeks. You can use the slider (see screenshot below) to specify how many weeks you want to view from 1 through to 12. This is a persistent setting, so if you have it set to 6 weeks and then navigate away and come back, it will still be set to 6 weeks.

Task & Event Visibility – Standard Salesforce.com Task and Event records can be displayed in read-only format. They do not impact the Role’s allocation, but being able to view Tasks & Events in line with Mission Control Actions will provide you with a fuller insight into each person’s capacity. To load Tasks and/or Events into the Scheduler, you simply set the checkboxes to TRUE as per the screenshot below. Again, these are persistent settings.

Enhanced Filtering – You are now able to perform a keyword search or select specific Roles.

Action Hover – The Action Hover Box now has the Project Status included as per a client request.

Increased Space – To maximise page space, we have wrapped all of the Scheduler settings into a collapsible tab. If you click on the ‘Scheduler Settings’ Tab, this box will collapse, giving you more room to view your Scheduler.

Mission Control Resource Capacity Planning Resource Scheduler Project Management AppExchange Salesforce.com

Timesheet Enhancements

A number of enhancements have been added to the Timesheet to accommodate the new billable and non-billable functionality, along with some additional client requests. Below is a summary of the key enhancements.

Enhanced Layout – The layout has been changed to bring more valuable information on to the page. The Milestone column has been moved beneath the Project to provide more space. This space has been used to bring in the Hours Scheduled / Hours Completed / Hours Remaining for both billable and non-billable values. The Project, Milestone and Action fields have been extended to provide greater visibility as well as including a ‘view’ link to open up the relevant record in a new tab.

Billable / Non Billable Hours – You can now easily log both billable and non-billable hours for any Action appearing on your Timesheet. Each Action now represents two rows on the Timesheet, with the top row relating to billable hours and the bottom row being non-billable.

Overtime – You can allocate time you’re logging via the Timesheet as ‘Overtime’ by double clicking in the relevant input box and ticking the Overtime checkbox.

Mission Control Project Management Timesheet Overtime Salesforce.com

Load Overdue Actions – Previously the Timesheet loaded Actions that were assigned to you for this week. We have now included the ability to also load in any Actions that are overdue. You can set the persistent setting on the Timesheet by clicking the ‘Show overdue Actions’ checkbox.

Exclude from Timesheet – You can now choose to exclude entire Projects, Milestones or individual Actions from being displayed on the Timesheet by setting the ‘Exclude from Timesheet’ Checkbox to TRUE on the appropriate record.

Mission Control Timesheet Enhancements Project Management Salesforce.com

Time Logger Enhancements

A number of enhancements have been added to the Time Logger that is available via Salesforce1 and the Side Bar within the Browser. Below is a summary of the key enhancements.

Track Time – Coming at the request of several clients, we are pleased to announce that you can now ‘track’ time via the Time Logger. Until now, you’ve simply been able to use the Time Logger to log time that has been done historically. This feature still exists, but now you can also track time using a start/stop timer. Simply select the Project, Milestone and Action, click ‘Start Tracking Time’ and you can then head off to carry out work on the Action. Once you’re finished, you can come back to the Time Logger, select the same Project, Milestone and Action again and it will show you how many hours / minutes have currently been tracked. As soon as you hit the ‘Stop Tracking Time’ button, your exact hours and minutes will be logged.

Overtime – You can now identify that the time you are submitting is overtime by clicking the Overtime Checkbox.

New Access Point on Salesforce1 – You will now access the Time Logger on Salesforce1 by clicking the ‘Log Time’ button at the bottom of your Feed window. This ensures you have quick access to the Time Logger when you load up SF1.

Mission Control Timesheet Project Management Time Log Time Tracker Salesforce.com

Gantt Chart Enhancements

A number of enhancements have been added to the Gantt Chart to enhance the user experience. Below is a summary of the key enhancements.

Gantt Chart Display – Various enhancements have been made to the chart, including making the chart ‘blocks’ smaller, as well as adding in the Owner and End Date values.

Display Unit – You can now specify the unit in which you want to display the Gantt Chart for individual Projects. You manage this using the ‘Gantt Chart Unit’ field on the Project record. You can choose from Day, Week and Month, which provide the following display results.

Mission Control Project Management Gantt Chart Salesforce.com

Filtered Export – The ‘Export to PDF’ feature now includes the ability to filter the period for which the PDF is generated. This will be useful for clients who have projects running over a longer period of time. You are now able to specify a Start Date and End Date if required and the PDF will only display the results within this time period.

Mission Control Project Management Gantt Chart Export PDF Salesforce.com

Lightbox Rescheduling – a Known Issue has been fixed where dependent Actions were not rescheduling when the parent Action was being rescheduled via the Lightbox.

Burn Down Chart Enhancements

The Burn Down Chart now has a ‘Today’ indicator to identify whether or not your burn down is on schedule or not. An example of the burn down chart is as follows:

Mission Control Project Management Burn Down Chart Salesforce.com

Whiteboard Enhancements

A number of enhancements have been added to the Whiteboard to enhance the user experience. Below is a summary of the key enhancements.

Keyword Filter – You now have the ability to perform a Keyword search across all Actions being displayed on the Whiteboard.

Hours Remaining Totals – Each column (e.g. Planned, In Progress, Complete, etc.) now has a total ‘Hours Remaining’ value. This will allow you to see the total number of hours remaining across all Actions within each Status value.

Log Time – The Log Time functionality now includes the ability to specify if the time being submitted is overtime.

Mission Control Project Management Kanban Whiteboard Board Salesforce.com Planning

Daily Digest Enhancements

The Daily Digest Email Template has been updated to include the PAN# as the first column. This has been added at the request of a client who uses these as key identifiers within their projects. Below is an example of the revised table layout within the Daily Digest.

Mission Control Project Management Salesforce.com Daily Digest Email Notifications

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below:

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000RkO0
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose Security Level)
  6. Click Next
  7. Click Install
  8. Add new fields to project, milestone and action page layouts as required.

The Project Overview page has been updated to accommodate the additional fields. However, you may wish to update the Project Detail, Milestone Detail, Action Detail and Time Log Detail page layouts. The following screenshots provide our recommended layout.

Recommended Page Layouts

Project

Mission Control Project Management V1.29 Salesforce.com Page Layout

Milestone

Mission Control Project Management V1.29 Salesforce.com Page Layout

Action

Mission Control Project Management V1.29 Salesforce.com Page Layout

Time Log

Mission Control Project Management V1.29 Salesforce.com Page Layout

What’s New Webinar

We have pre-recorded the ‘What’s New’ webinar to provide further information on how to get the best out of the new features. The webinar is accessible in the section above on this page.

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 email to support@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at support@aprika.com.au.

What's New Webinar - Version 1.28
Release Notes - Version 1.28

Mission Control Version 1.28

Release Notification 2 February 2015

A new version of Mission Control (version 1.28) will be released on the AppExchange on Monday 2nd February 2015. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s New?

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 follows:

Mission Control Burn Down Chart Project Management Salesforce.com AppExchange

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:

Mission Control Project Management Risk Chart Risk Log Salesforce.com AppExchange

Action Notification Emails

A notification email has been created which will send 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 clicking Update.

An example of the email notification is as follows.

Mission Control Project Management Dependencies Dependent Action Milestones PM Salesforce.com AppExchange

Gantt Chart Enhancements

The Gantt Chart has been enhanced to improve the extended columns functionality. The existing ‘Extend Columns’ button has been removed and you are now able to drag the column to the desired width. This feature is available for the Task Name and Start Time columns. The extended columns will also carry through to the Export to PDF feature.

Salesforce1 Tablet Compatible Gantt Chart BETA

We have included a mobile version of the Gantt Chart as a BETA version, which is optimized for tablet use and welcome any feedback about this feature to be emailed to support@aprika.com.au. Please note that this version of the Gantt Chart does not support Action and Milestone creation.

To support this feature, a custom tab has been created for the Gantt Chart but as this is a mobile tab we do not suggest using this in your browser version, but instead recommend accessing the Gantt Chart via the Mission Control Console page or via the Project Overview page when using the browser version.

Time Logger Enhancements

The time logger form accessible from the Salesforce1 Mobile App and the Browser Side Bar has been enhanced to allow a User to update the Status of an Action as well as time logging. The time slider bar has also been enlarged for ease of use.

Mission Control Project Management Time Log Time Logger Time Tracker Salesforce.com AppExchange Milestones PM Salesforce1

Scheduler Enhancements

A number of enhancements have been made to the scheduler as follows:

Exclude from Scheduler If you have Actions on a Project that you do not want to display on the Scheduler, you are now able to exclude them. You can flag an individual Action by setting the ‘Exclude from Scheduler’ field on the Action record to TRUE. You can also exclude all Actions within a particular Milestone, or all Actions on a Project by setting field to TRUE on the Milestone or Project.

Hours Allocation Warning The ‘Hours Allocated X/X’ text will now be coloured red if the hours allocated are greater than the hours available.

Mission Control Project Management Resource Capacity Planning Scheduler Salesforce.com AppExchange

Action Summary Action Status and Hours Remaining have been added to the action hover view.

Mission Control Project Management Resource Capacity Planning Scheduler Salesforce.com AppExchange

Jump to Action You can now open an action from the scheduler by double clicking on the action.

Salesforce1 Friendly The Scheduler has been optimized for use on Tablets with Salesforce1. To support the scheduler enhancements, the following new custom fields have been added to Mission Control:

  • Exclude from Scheduler (Project)
  • Exclude from Scheduler (Milestone)
  • Exclude from Scheduler (Action)
  • Exclude from Scheduler Indicator (Action)

You will need to add these fields to the relevant Page Layout.

Timesheet Permissions

The ability to check the ‘Complete’ checkbox on the Timesheet page has been opened up for use by any Timesheet User. Previously this functionality was restricted to Users with the Manage Timesheet permission.

Revised layout for Project Automation Control Section

The Project Automation section of the Mission Control Console now includes descriptions for each of the project automation features to assist clients to better understand each one. A new automation feature has also been added to control the Action Notification Emails. The new layout appears like this:

Mission Control Project Management Automation Salesforce.com AppExchange

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below:

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000BBXV
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose Security Level)
  6. Click Next
  7. Click Install
  8. Add new fields to project, milestone and action page layouts as required.

What’s New Webinars

We will be conducting ‘What’s New’ webinars to provide further information on how to get the best out of the new features.

These webinars will run at the following two session times (Please visit http://www.timeanddate.com/worldclock/converter.html to confirm the specific date and time for your time zone):

Mission Control What’s New Webinar Session 1

  • AEDT: Tuesday 10th February, 7.30am – 8.30am
  • PST: Monday 9th February, 12.30pm – 1.30pm
  • GMT: Monday 9th February, 8.30pm – 9.30pm

Mission Control What’s New Webinar Session 2

  • AEDT: Tuesday 10th February, 9.00pm – 10.00pm
  • PST: Tuesday 10th February, 2.00am – 3.00am
  • GMT: Tuesday 10th February, 10.00am – 11.00am

If you would like to attend either webinar, please send us an email with your preferred time slot to support@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 email to support@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at support@aprika.com.au.

Release Notes - Version 1.25

Mission Control Version 1.25

Release Notification 24 September 2014

A new version of Mission Control (version 1.25) will be released on the AppExchange on Wednesday 24 September 2014. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s new?

Role Enhancements

There are a number of enhancements being introduced around the Role object, which are summarised below. Roles Two new fields have been added to the Role object:

  • Hours per week: this field can be used to specify how many hours the person is available per week. This field will be referenced as part of the enhancements to the scheduler which are detailed in the following section
  • Active: this field allows you to set a Role record to Active / Inactive. This will be used to filter the list of Roles on pages such as the Create Actions, Time Logs, Whiteboard and Scheduler

Note: These fields will automatically appear on the Edit Page, but will need to be added manually on to the Detail Page by clicking the ‘Edit Page Layout’ link in the top right hand corner.

Teams

Two new objects have been added to Mission Control that will allow you to maintain a list of Teams (e.g. Marketing, Developers, etc) and via the Team Assignments object, you are able to assign Roles to the Teams. A Role can be a member of multiple Teams.

Skills

Two new objects have been added to Mission Control that will allow you to maintain a list of Skills (e.g. Experience, Certifications, Languages) and via the Skills Assignment object, you will be able to assign Roles to the Skills. A Role can be assigned to multiple Skills and their proficiency in each Skill can be recorded.

The Role ‘Edit Page’ has been enhanced to allow you to easily add / maintain / remove Skill and Team Assignments.

Mission Control Project Management Role Team Skills Profile Salesforce.com AppExchange

Holidays

Two new objects have been added to Mission Control that will allow you to maintain a record of holidays. You can specify information such as Start Date, End Date and Type (e.g. Public Holiday, Annual Leave, etc).

A Holiday can be assigned to an individual Role, or via the Holiday Assignment object, assigned to multiple Teams (e.g. where it is a Public Holiday).

You may wish to add the Team, Skill and Holiday Tabs to your Mission Control App Menu for easy access. To do this, click Setup > Create > Apps > Edit Mission Control and move the Tabs from the Available Tabs to the Selected Tabs and click Save.

Whiteboard Enhancements

The Multi Filtering on the Whiteboard has been enhanced to now include the ability to filter on Teams. Scheduler Enhancements A number of enhancements are being introduced to the Scheduler, including:

  • Roles filtered on the Timeline view to only display where the Active field is TRUE
  • Weekends will be shaded grey for easy identification
  • Holiday records will be shaded red for easy identification
  • The ‘Hours Allocation’ will be displayed for each Role on the Timeline. This will be in the format of 50/80, which is determined by Sum of Action ‘Hours Remaining’ and the Role ‘Hours per Week’
  • Action Colours – the Actions will be displayed in the Colour specified on the Project record
  • Multi Filtering – new filtering options now allow you to filter by one / multiple Projects and Teams or Skills

Below is an example of what you can expect to see on the new Scheduler:

Mission Control Project Management Salesforce.com AppExchange Resource Capacity Planning Scheduler

Salesforce1 Time Logger

A new page has been included that can be used within the Salesforce1 mobile application. It allows a User to quickly select a Project, Milestone and Action, letting your Users log time against Actions ‘on the go’.

Mission Control Project Management Time Logger Time Tracking Salesforce1 Mobile App Salesforce.com AppExchange

Side Bar Time Logger

Similar to the Salesforce1 Time Logger, a Visualforce Component has been developed for use in the Side Bar that will allow a User to quickly select a Project, Milestone and Action so they can log time anywhere in Salesforce.com.

This can be added to the Side Bar by clicking Setup > Customize > Home > 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 > Customize > User Interface. Ensure the Sidebar Setting “Show Custom Side Bar Components on All Pages’ is set to TRUE. Click Save.

Gantt Chart PDF Export

A new button has been added on the Gantt Chart that allows a User to export the Gantt Chart as a PDF.

Mission Control Project Management Gantt Chart Salesforce.com AppExchange

Chatter Feed Roll Up Trigger Enhancement

The existing Chatter Feed roll up Trigger has been enhanced to group posts that occur at the same time into one consolidated post. For example, if the Start Date, End Date and Hours Scheduled are changed at the same time, rather than three separate posts, all of these activities will now be summarised in one post.

Action Status Update Automation

A new Trigger has been added to the Time Log object that will automatically update the Status on the Action to ‘In Progress’ if it is currently set to ‘Planned’. Clients have the ability to disable this feature if they do not want it, via the Mission Control console. To disable this automation, ensure the ‘Disable Time Log Update Action Status’ checkbox is set to TRUE and click Update in the Project Automation section of the Mission Control Console.

Mission Control Project Management Salesforce.com AppExchange Automation Settings

Dependent Action Automatic Rescheduling

The existing Action Trigger has been enhanced to include additional logic that automatically reschedules dependent Actions by the same number of days when the parent Action is rescheduled. Clients have the ability to disable this feature if they do not want it, via the Mission Control console. To disable this automation, ensure the ‘Disable Auto Action Reschedule’ checkbox is set to TRUE and click Update in the Project Automation section of the Mission Control Console.

Mission Control Project Management Salesforce.com Salesforce1 AppExchange

Permission Set

A Permission Set has been included, 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.

Action – Event Synchronisation

Some additional logic has been added around the existing functionality that allows you create a standard Salesforce.com Event record that relates to a Mission Control Action. The enhanced functionality allows you to edit the Event’s Date and Time values directly and they will update the values on the Action record.

Where a User has changed the Subject of the Event, when being updated, the Action will no longer overwrite this value. A new text field has been added to the Activity Object that will hold the Action ID for reference – this does not need to be added to the Event’s Page Layout.

Install Script

As there are new fields being added as part of this enhancement that control visibility of records or require a value to support new logic, an Install Script has been included in this release. When you upgrade to this version, the following actions will be executed as part of the Install Script:

  • Role field ‘Active’ set to TRUE. The new ‘Active’ field on the Role object will automatically be set to TRUE. This can be adjusted manually after install, but by updating this field to TRUE immediately, it will prevent your Users from losing visibility of Role records in picklists, whiteboards and the scheduler
  • Event field ‘Action ID’ populated. The new ‘Action ID’ field will be updated for all Event records where the Subject field starts with “Mission Control: ” and the WhatId (Related To) field links to a Mission Control Action. This will ensure the Action – Event synchronisation logic will work for all existing Events that have been created from a Mission Control Action.

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below.

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000B4tE
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on Step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose security level)
  6. Click Next
  7. Click Install

What’s New Webinar

We will be conducting a ‘What’s New’ webinar on Friday 10th October 2014 at 8.30am. The webinar will provide further information on how to get the best out of the new features. If you would like to attend this webinar, please email missioncontrol@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 or via email. If you are not already a member of the user group and would like to join, or would like to submit a new feature request, please contact us on missioncontrol@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us on support@aprika.com.au.

Release Notes - Version 1.17

Mission Control Version 1.17.4

Release Notification 24 February 2014

A new version of Mission Control (version 1.17.4) will be released on the AppExchange on Monday 24 February 2014. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s new?

New Gantt Chart

A new Gantt Chart has been introduced as part of this new release. Built from the ground up, it has a brand new interface. As well as delivering a more stable service, the new version has a number of new features, including:

  • Drag n’ Drop Action rescheduling
  • Create new Milestones & Actions
  • Quickly create dependencies between Actions

The screenshot below illustrates the new Gantt Chart.

Mission Control Project Management Gantt Chart Reschedule Salesforce.com AppExchange

Drag n’ Drop Rescheduling

You can reschedule an Action simply by clicking and dragging to where ever you need to reschedule it to

Mission Control Project Management Salesforce.com AppExchange Gantt Chart

You can also extend or shorten the length of the Action by dragging the end of the Action

Mission Control Project Management Salesforce.com AppExchange Gantt Chart

Creating new Milestones & 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.

Mission Control Project Management Salesforce.com AppExchange Create Action Milestone

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, you can double click on the Action, select a different Owner and click Save.

Creating Dependencies

To create a dependency, follow the instructions below:

  • 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

Mission Control Project Management Salesforce.com AppExchange Gantt Chart Dependent Dependencies

Remember, if you make any changes using the Gantt Chart please click the ‘Save Project’ button.

Mission Control Project Management Salesforce.com AppExchange Gantt Chart

Note, the new Gantt Chart does not require the ‘End_Date_Validation’ Validation Rule to be active. Therefore, if you wish to do so, you can deactivate this rule.

Scheduler

The Scheduler provides a calendar style view of Action records. It can display Actions for all Projects, or you can filter to a specific Project. It enables you to reschedule and change ownership of any Action, making it a very useful tool for capacity planning. Below is a screenshot of the Scheduler.

Mission Control Project Management Salesforce.com AppExchange Resource Capacity Planning Scheduler

Remember, if you make any changes to Actions via the Scheduler, please click the Save Actions button.

You can access the Scheduler from the Mission Control Console as per the below illustration. However, you may also want to add the Scheduler Tab to the Mission Control App so it appears in the Tab Ribbon for easy access.

Mission Control Project Management Salesforce.com AppExchange Console Resource Capacity Planning Scheduler

To add the Scheduler Tab to the Mission Control App, follow the instructions below:

  • Click Setup
  • Click Create
  • Click Apps
  • Click Edit next to Mission Control
  • Select Scheduler from the Available Tabs
  • Click Add to move it to the Selected Tabs (you can arrange the order preference if required)
  • Click Save

Action / Milestone / Project Status Enhancements

We have refined the code logic that manages the automatic updating of the parent status values on Actions and Milestones. This is to fix a known bug that reverted a Milestone and Project Status field to Planned if all Actions were either Planned or Complete.

In addition, it is now also possible to switch off this functionality if you do not want your Milestone and Project Status fields to be updated automatically. You can disable these features from the Mission Control Console, see below illustration:

Mission Control Project Management Salesforce.com AppExchange Automation Settings Process

Risk Log

A new Object has been introduced to Mission Control, allowing you to now manage Risks relating to a Project, a Milestone or a particular Action. The Risk Log allows you to specify the details of a Risk, categorise it and determine the Risk Score based on Impact and Probability.

You access the Risk Log currently from the related list on the standard detail page of the Project (you will need to add the Risks Related List to the Project Page Layout). A more user friendly interface for generating and managing Risks is on the roadmap.

Mission Control Project Management Salesforce.com AppExchange Risk Log

All Risk Logs will appear on the Project Overview page.

Mission Control Project Management Salesforce.com AppExchange Risk Log

Milestone & Action Clone

The Clone button on a Milestone now allows you to clone a Milestone and all child Actions and 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.

Mission Control Project Management Salesforce.com AppExchange Milestone Action PM Clone

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.

To use the Non-Billable feature, you will need to add the new fields to the page layouts as detailed below:

Mission Control Project Management Salesforce.com AppExchange Non Billable Custom Fields

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below.

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000R4cn
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on Step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose security level)
  6. Click Next
  7. Click Install

What’s New Webinar

We will be conducting a ‘What’s New’ webinar on Friday 14th March 2014 at 8.30am. The webinar will provide further information on how to get the best out of the new features. If you would like to attend this webinar, please email missioncontrol@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 or via email. If you are not already a member of the user group and would like to join, or would like to submit a new feature request, please contact us on missioncontrol@aprika.com.au.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us on support@aprika.com.au.

Release Notes - Version 1.16

Mission Control Version 1.16.1

Release Notification 11 October 2013

A new version of Mission Control (version 1.16.2) will be released on the AppExchange on Monday 14th October 2013. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release, along with instructions on how to upgrade to the new version.

What’s new?

Timesheet Form

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.

Below is a screenshot of the new Timesheet form.

Mission Control Project Management Salesforce.com AppExchange Timesheet

To access the Timesheet form, click on the ‘Timesheet’ button from the Mission Control Console, in the ‘Log Your Time’ section.

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.

To view the details of the hours already logged, click on the ‘i’ icon and it will display a popup window with the hours and notes of all relevant time logs as per the below illustration:

Mission Control Project Management Salesforce.com AppExchange Timesheet

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 as per the below illustration:

Mission Control Project Management Salesforce.com AppExchange Timesheet

If you wish to log additional hours for an Action that you have already logged hours for, you are required to enter the total amount. For example, if you’ve previously logged 1.5 hours and you now wish to add a further 1 hour, you should replace the 1.5 that is in the field with 2.5. This will create a new Time Log for 1 hour.

If you need to log time for an Action that is not pre-loaded, you can add it to your Timesheet by using the ‘Add Row(s)’ button. Once you’ve submitted time for this Action, it will be included in your pre-loaded list of Actions on any subsequent visit.

By default, each Role will only be able to access their own Timesheet. To provide a Role with the ability to access other Timesheets, their Role record will need to have the ‘Manage Timesheets’ field set to TRUE.

Add Multiple Rows on Multi Create Forms

To facilitate an enhanced user experience, all ‘multi create’ forms (e.g. Create Actions, Create Time Logs) now offer the ability to add multiple rows in one go. Previously a User would have to click the ‘Add Row’ button 10 times to add 10 new rows. In this release, the User can now enter 10 into the field at the bottom of the form and click the ‘Add Row(s)’ button to generate 10 new rows at once. See below for an illustration.

Mission Control Project Management Salesforce.com AppExchange Milestones Create Actions Tasks

Whiteboard Filtering

The filtering functionality on the Whiteboard has been updated to provide a better user experience and additional filter / search functionality.

Mission Control Project Management Salesforce.com AppExchange Kanban Whiteboard Planner Board

In addition to filtering on Project, Milestone or Action Owner, you can now also filter on a Date Range and search for a specific Action.

Action Start Time

Two new fields have been added to the Action object to allow a User to specify the ‘Start Hour’ and ‘Start Minute’ of an Action.

Mission Control Project Management Salesforce.com AppExchange Milestones PM Tasks Actions Events

This will be used to place a standard salesforce.com Event record with the correct start time into the User’s calendar.

Project Archiving

To prevent picklists 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 picklist fields on the Console, Time Log, Whiteboard, etc. You will still be able to access the Project record directly by navigating to the Project tab or searching for it using the standard salesforce.com global search functionality.

Hours Completed Costs – Bug Fix

In previous versions, when using the ‘Role-based’ Project Day Rate, logging hours against an Action, the Hours Completed Cost was being calculated against the Action Owner’s Hourly Rate. This has been changed to where it now calculates on the Hourly Rate for the Role relating to the Time Log record.

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below.

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t9000000022tB
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on Step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose security level)
  6. Click Next
  7. Click Install
  8. Add new fields to Project and Action Page Layouts as required.

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.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us on support@aprika.com.au.

Release Notes - Version 1.15

Mission Control Version 1.15.2

Release Notification 9 June 2013

A new version of Mission Control (version 1.15.2) will be released on the AppExchange on Monday 10th June 2013. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release along with instructions on how to upgrade to the new version.

What’s new?

Task / Event Name Formatting

A new format has been introduced to the format of the ‘Subject’ field of a Task or Event when created as part of a Mission Control Action. The new format will display as “Mission Control: Action Name (Project Name)”. This change has been introduced to all Users to better identify which Action (and Project) a Task or Event relates to.

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below.

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000AC5W
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on Step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose security level)
  6. Click Next
  7. Click Install

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.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us on support@aprika.com.au.

Release Notes - Version 1.14

Mission Control Version 1.14

Release Notification 21 January 2013

A new version of Mission Control (version 1.14) will be released on the AppExchange on Monday 21st January 2013. This notification has been issued to existing Mission Control users. It contains an overview of the new features available with this release along with instructions on how to upgrade to the new version.

What’s new?

Project ‘Deep Clone’

The new ‘Clone’ feature allows you select an existing Project and create a deep clone. This deep clone will create a copy of the Project, its related Milestones and their related Actions.

The clone feature is accessible from the Mission Control Console and an individual Project detail page.

When you select a Project to clone, you are able to assign the new Project with a name, set the start date and edit any record details on the Project, Milestones and Actions prior to saving.

Chatter Feed ‘Roll Up’

All Chatter posts on the records listed below will now ‘roll up’ to the parent record:

  • Time Log
  • Action
  • Milestone

This will allow a User to simply follow the Project record on Chatter to now receive a full view of all Chatter activity relating to any child record.

Whiteboard – Cancelling Actions

The Whiteboard ‘Trash Can’ that enabled you to set an Action’s status to ‘Cancelled’ has been removed and each individual sticky note now has a cancel action ‘icon’. To cancel an Action, a User can now simply click the icon as shown in the illustration.

Mission Control Project Management Salesforce.com AppExchange Kanban Whiteboard Progress Board Planner

Whiteboard – Time Logging

The Whiteboard now features a new time logging ‘icon’ on each Action’s sticky note. This allows a User to quickly log time for an Action in a pop up dialogue box without having to navigate away from the Whiteboard. To log time for an Action, a User can now simply click the icon as shown in the illustration, which will open up the dialogue box shown below.

Mission Control Project Management Salesforce.com AppExchange Kanban Whiteboard Progress Board Planner Time Log Submission

Mission Control Project Management Salesforce.com AppExchange Kanban Whiteboard Progress Board Planner Time Log Submission Form Timesheet

How do I upgrade?

To upgrade to the new version of Mission Control in your organisation, please follow the steps below.

  1. Click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t900000001KkL
  2. Enter your login details (if required)
  3. Click Continue
  4. Click Next (on Step 1. Approve Package API Access)
  5. Select who you want to grant access to (on Step 2. Choose security level)
  6. Click Next
  7. Click Install

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.

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us on support@aprika.com.au.

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