Join us for Kosmo's Campfire Webinars

In this Kosmo Campfire we look at how to automatically generate a Project Plan (Project, Milestones, Actions, Checklist Items, Contributors and Dependencies) from an Opportunity, including being able to automate the process via a Salesforce Flow. We run you through the various methods for auto-generation of Projects, including: • Opportunity • Products • Products – No Duplicates • Base Template + Products • Base Template + Products – No Duplicates • Product Quantity • Base Template + Product Quantity

In this session we will be looking at the Sprint Board which helps facilitate running Agile projects. We will cover off: – Sprint and Backlog setup – Sprint Board – Planning board – Moving items between Backlog and Sprints – Sprint Analytics

In this session we will be looking at Project Health Checks, one of Mission Control's features that lets you document a periodic status snapshot of a Project. We will cover off: - Reviewing what's included in a Project Health Check - Creating Project Health Checks - Configuring Health Checks to be included in Project Status Reports - Viewing the Health Check within the Status Report

In this session we will be looking at logging time within Mission Control. Logging time is the process of indicating that a number of hours has been spent completing work. We will cover off: - Using the Timesheet - Using the Calendar Converter - Using the Log Time Component - Using the Mobile App Time Logger - Managing Approvals & Rejections

In this session we will be looking at the Meeting Manager, a great feature within Mission Control that helps you keep track of your team meetings. We will cover off: - Creating new Meeting Managers - Relating Meeting Managers to Projects - Accessing the Meeting Manager from the Project Page - Creating new Meetings - Creating Agenda Items manually - Creating Agenda Items from your Project Milestones - Adding Attendees manually, from Teams and Project Stakeholders - Capturing Notes and Agenda Tasks - Logging Time from the Meeting Manager for all Attendees - Generating Meeting Notes - Loading Meetings with outstanding Agenda Items

In this session we will be looking at the Project Overview, one of the key features within Mission Control that provides a 360-degree view of your Project. In particular, we'll be diving into how you can apply filters to your Overview Work Breakdown Structure. We will cover off: - Overview of all the Project Overview Tabs - Managing access to the Tabs - Applying Filters to the Overview Work Breakdown Structure

In this session we will be looking at the Approving/Rejecting Timesheets and Expenses. We will cover off: - Understanding Timesheet Approval Options - Submitting Timesheets for Approval - Approving / Rejecting Timesheets - Updating Rejected Timesheets & resubmitting - Understanding Expense Approval Options - Submitting Expenses for Approval - Approving / Rejecting Expenses - Updating Rejected Expenses & resubmitting Look forward to seeing you there! Mission Control Team

In this session we looked at a specific scenario, where you may want to generate multiple Projects related to an Opportunity based on the Products you’ve sold. For example, you may want to generate a separate Project for each Opportunity Product you’ve associated to the Opportunity. We covered off: – Understanding the Project Request Object – Configuration to support this scenario (e.g. Custom Fields & Flows) – Demonstration of Solution

In this session we looked at Portfolio Management, a feature within Mission Control that enables you to manage Portfolios of work, comprising of multiple Programs, each of which may contain multiple Projects. We covered off: - Understanding the relationship between Portfolios, Programs and Projects - Understanding the Portfolio Detail Page - Understanding the Portfolio Gantt Chart - Understanding the Portfolio Whiteboard - Understanding the Portfolio Analytics

In this session we look at how you can track various Business as Usual (BAU) activities within Mission Control. We will cover off: - Tracking Client Acquisition Cost activity - Tracking Cost of Goods Sold activity - Tracking Business as Usual activity

In this session we look at the Auto Assignment Wizard, one of Mission Control's features that makes resource management a breeze. Join us to discover how you can leverage the Auto Assignment Wizard to achieve within minutes what would typically take a resource / project manager hours. We will cover off: - Understanding the pre-requisite Project / Role configuration requirements - Understanding the Assignment Settings - Understanding the Wizard Options - Understanding how to automate the Wizard assignment

In this session we look at the Action Pad, one of the key features within Mission Control that help project team members keep track of and log progress on the various Actions they've been assigned across Projects. We covered off: - Understanding the Action Pad - Reviewing the Project Overview vs Standalone Action Pad - Using the Action Pad to create records - Using the Action Pad to update records - Using the Action Pad to log time, create issues, etc. - Understanding Filters on the Action Pad

In this session we will be looking at the Revenue Recognition, one of Mission Control's financial analysis tools. We will cover off: - Understanding the Charts - Understanding the Planned Value figures - Understanding the Actual Cost figures - Understanding the Earned Value figures - Understanding the Projected figures

In this session, we walk through the following items for Understanding the Project Overview: – Understanding the Insights Tab – Understanding the Overview Tab – Reviewing additional Tabs – Managing access to the Tabs – Customizing content within certain Tabs

In this Kosmo Campfire, we walk through the Scheduler, a resource capacity planning feature within Mission Control. We cover off: – Understanding the various Views – Understanding the Group By options – Understanding the Scale options – Understanding how to apply filters – Understanding the Settings – Understanding how to control Polling & Pagination

View our Kosmo Campfire recording where we walk through setting up a Salesforce Digital Experience (Community) to provide customers/partners with access to your Projects within Mission Control. This session includes: – Setting up a site domain – Creating a Community profile and permission set – Selecting a template – Creating a landing/home page – Adding Mission Control Components to the Layout – Creating a color theme and adding a logo

View our Kosmo Campfire recording where we take a look at how to create, edit and share Mission Control and Salesforce Reports. The session includes: - Creating Reports - Creating Custom Report Types - Adding Custom Fields to Reports - Existing Reports in Mission Control - Subscribe, Share, and Export Reports

In this Kosmo Campfire session recording we take a look at the Program Planner & Story Board to learn how to manage higher-level requirements for a Program of Projects and the Project Builder to help build out Projects. This includes: - Capturing new Requirements relating to a Program - Documenting User Stories and creating Checklist Items in different ways - Converting Requirements to Actions - Building out the details of a Project - Reviewing Program / Project charts

Join us in this Kosmo Campfire recording to take a look at how you can capture insights on how well your resources are being utilised. In this session, we will cover the following items for the Role Utilisation Report: - Why you should use it - What the Role Utilisation report has to offer - Understanding the different information it displays - How to use it

Join us for this Kosmo Campfire recording where we take a look at how you can configure a custom app that includes Mission Control components and features of your choice. In this recording, we cover: - Creating a custom app with select features - Applying permissions via Permission Sets, Permission Set Groups, and Profiles - Creating and assigning Page layouts - Adding Mission Control components to Lightning pages - Updating a Mission Control Role’s access/permissions

Join us for this recording of Kosmo’s Campfire PMO Dashboard session, topics include: - Identifying how to use the PMO Dashboard - Understanding how to set up the PMO Dashboard - Identifying the fields on various objects that contribute to the CPI/SPI Calculations - Identifying the use cases for the PMO Dashboard - Understanding the meaning of CPI and SPI - Understanding the metrics that contribute to the CPI and SPI - Identifying how the CPI/SPI Breakpoints are used Mission Control Team

Join us for this recording of Kosmo’s Campfire Skills Development Planning, topics include: - Mass assign skills to Roles - Conduct skill assessments of a Role to align on skill proficiency - Track how a Role’s skills are progressing over previous assessments - Clone development plans from previous skill assessments - Understand the Insight charts for skills development - Learn how the Skills Matrix Report can be used Mission Control Team

Join us as we dive into the features within Mission Control that help you manage overtime rates on each Project. We’ll specifically be covering off: Creating Overtime Cards Creating & Managing Multiple Overtime Rates Managing Overtime on the Project record Logging Time as Overtime

In this session we look at the features within Mission Control that help you mitigate potential risks and track and resolve identified issues. We'll specifically be covering off: Creating & Managing Risks on the Risk Log Promoting Risks to Issues Creating Issues on the Issue Manager Creating & Managing Issues on the Issue Log

Join us as we dive into how you can manage different financials for different clients by using Rate Cards. We'll specifically be covering off: Aligning Roles to Functions Creating Rate Cards Cloning Rate Cards Understanding how Rate Card financials are calculated

This Kosmo Campfire covers the Resource Assignment Wizard and the Resource Re-assignment Wizard. We’ll specifically be covering: Filtering to find the right resources Assigning the resources to Actions Scheduling hours to resources on the Action Mass re-assignment of resources Mission Control Team

In this Campfire we cover how you can utilise Holidays and Holiday Allowances within Mission Control to keep a track of non working days for PTO, Public Holidays, Sick Leave, Volunteer Time Off, etc. In particular, we cover: Creating Holiday Allowances Submitting a Holiday Relating a Holiday to a Holiday Allowance Approving a Holiday We'll also discuss how Holidays are considered non-working days when scheduling new work to your project resources.

In the Campfire session we explore Mission Control Meeting Manager and how it can be used to keep a track of your project meetings. We'll cover how to: - Create new Meetings - Set up Agenda Items - Add Attendees - Capture Notes and Agenda Tasks - Log Time - Generate Meeting Notes - Load Meetings with outstanding Agenda Item

In the Campfire session we explore the Client Read Only page. You’ll find out how to set it up, brand it and use it to keep your clients up to date with real-time progress. In particular, we'll cover: - Setting up the Force.com Site - Branding the page - Configuring Page Settings - Controlling the information being shared Note: this feature is only available to customers using Enterprise Edition or higher.

This webinar dives into the various methods of generating invoices based on the billable work on your Projects, including: Generating Invoices Manually Generating Invoices automatically upon completion of Milestones Generating periodic T&M invoices Generating periodic Retainer invoices Generating them manually via the Billing Generator to accommodate different Billing Types across your Milestones Raising Deposit Invoices and switching to periodic T&M

Join us as we dive into the Gantt Chart and all of the features it has to offer to help you keep on top of your project plan, including: Understanding the Gantt Chart Creating Projects from the Gantt Chart Rescheduling Project Plans Creating Dependencies Viewing & Resetting Baselines We'll also cover off our latest addition to the Gantt Chart - Phases!

Join us as we demonstrate the importance of carrying out Project Retrospectives, to reflect on what worked well, what didn't go so well and what you may want to try differently on your next Project. Within Mission Control, the Retrospective Board enables you to facilitate Retrospectives and capture your Learnings. We'll walk through the process of carrying out a Retrospective, but also explain how you're able to build up a library of 'Learnings' that can be easily referenced to forearm you before going into your next Project.

Join us in this Kosmo Campfire recording to dive into the Action Whiteboard and Checklist Board. These Kanban Boards allow you to keep on top of all your Actions and Checklist Items across all of your Projects. We'll be covering how to: - Update Status - Log Time - Create new records - Reassign Ownership - Manage Board Settings - Manage Board Filters The functionality of the Action Whiteboard and the Checklist Board are similar so both will be covered within this campfire session.

In this Kosmo Campfire we look at how to automatically generate a Project Plan (Project, Milestones, Actions, Checklist Items, Contributors and Dependencies) from an Opportunity. We run you through the various methods for auto-generation of Projects, including: • Opportunity • Products • Products – No Duplicates • Base Template + Products • Base Template + Products – No Duplicates Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

In this Campfire session, we'll review Budget Items and how they can be leveraged to help you keep a track of your project budgets. We cover off all of the budget management functionality, including: Creating Budget Items Relating Actions to Budget Items Relating Purchase Orders to Budget Items Logging Time, Expenses & Material Costs to Budget Items Reviewing Scheduled, Completed and Forecast Budget figures

In this Kosmo Campfire we walk through one of the most efficient ways of creating a new Project manually from scratch within Mission Control. Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

In this Campfire recording we look at logging time within Mission Control. Logging time is the process of indicating that a number of hours have been spent completing work, and in this session we will take a further look at using the Timesheet and how how to log time from: – Whiteboard – Action Pad – Project Overview – Gantt Chart – Track Pad – Utility Bar – Case bar To view other recordings, or book into our next live Campfire, head below... https://aprika.com/kos... Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

In this Campfire recording we'll deep dive into the various Billable Rate and Cost Rate options you have for tracking your Project Financials: - Standard Billing - Role-based - Skill-based - Rate Adjustments - Force Financials Recalculation To view other recordings, or book into our next live Campfire, head below... https://aprika.com/kos... Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

In this Kosmo Campfire we walk through how to automatically create Projects by using the Project Request feature within Mission Control. Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

In this Kosmo Campfire session we walk through the various ways you're able to clone within Mission Control. That includes full Project cloning, Milestone Cloning, Milestone Loader and Action Cloning. Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

In this Kosmo Campfire we walk through all of the key features within Mission Control to help with Expense Management. Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce #ResourceManagement #ProjectExpenses #ExpenseManagement

In this Kosmo Campfire we walk through all of the key features within Mission Control to help with Resource Forecasting & Resource Capacity Planning. Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce #ResourceManagement

In this Kosmo Campfire we walk through all of the key functionality of the Project Status Report feature within Mission Control. Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce #ResourceManagement #ProjectExpenses #ProjectStakeholders