Kosmo's Campfire Webinars - Mission Control

Salesforce Project Management Software by Aprika

Kosmo’s Campfire Webinars

Join us for Kosmo's Campfire Webinars

We’ve developed a continuous learning pathway for Mission Control users named Kosmo’s Campfires. The Campfires are a monthly webinar series designed to support our customers’ adoption, utilization and confidence with the Mission Control Project Management platform.

Each month we explore a specific feature or function and then walk you through its utilization, application and benefits so that you can start including the learning in your ways of working.

Below you’ll see the recordings of our previous Campfires and also the date of our next session. Feel free to reach out if you have any questions.

Next Campfire / 24th August 2022

Meeting Manager

Date: 24th August 2022
Time: 11am (Eastern Time)

The Agenda

Join us as we explore the Meeting Manager and how it can be used to keep 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 Meetings Notes

– Load Meetings with outstanding Agenda Item

Look forward to seeing you there!

Mission Control Team

Kosmo Campfire – Client Read Only Page

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.

Kosmo Campfire – Auto Generate Projects from Opportunities

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

Kosmo Campfire – Budget Management in Mission Control

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

Kosmo’s Campfire: Creating New Projects

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

Kosmo Campfire – Timesheets and Logging Time

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/missioncontrol/kos... Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

Kosmo Campfire – Understanding Project Financials

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/missioncontrol/kos... Mission Control is a Project Management / Professional Services Automation (PSA) solution built natively on the Salesforce Platform. #MissionControl #ProjectManagement #ProfessionalServices #Salesforce

Kosmo’s Campfire: Automating Project Requests

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

Kosmo’s Campfire: Cloning Projects

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

Kosmo’s Campfire: Expense Management

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

Kosmo’s Campfire: Resource Forecasting

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

Kosmo’s Campfire: Project Status Report

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