Join us for Kosmo's Campfire Webinars

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!

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 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 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.

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