1.59

Release Notes, Version - 1.59

Mission Control Version 1.59 Release Notification
10 September 2021

A new version of Mission Control (version 1.59) will be released on the AppExchange on Friday 10th September 2021. 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?

This release includes a number of new features, along with some enhancements to existing functionality, including:

  • Retrospective Board
  • Holiday Allowance Tracking
  • Meeting Manager
  • New Auto-Generation Methods
  • New Project Builder Conversion Methods
  • Timesheet Enhancements
  • Timesheet Submission & Exception Notifications
  • Action Pad Enhancements
  • Gantt Chart Enhancements
  • Requirement & User Story Delivery Status Tracking
  • Reassignment Wizard Enhancements
  • And a few minor enhancements
    • Project Trigger: Delete Dependencies
    • Resource Assignment Wizard
    • Current User Fields
    • KPI Tracking Fields
    • Project Overview Enhancements
    • Project Status Report Enhancements

Let’s get stuck into the detail…

Retrospective Board

An important part of any Project is reviewing how it went, and identifying learnings that can be taken into future Projects. The Retrospective Board enables you to carry out a ‘lessons learned’ assessment of a Project, or even a Phase / Sprint within a Project.

When conducting a ‘Retrospective’ you can identify ‘Learnings’. For each Learning, you can indicate your opinion as to whether it was something that worked well that you can take into future projects, or perhaps it didn’t go so well and you may choose to try something else next time round. You’re also able to tag each Learning against a number of Categories. These parameters will enable you to search the Retrospective Board in advance of kicking off a new Project to identify Learnings from previous Projects. For example, you may want to search for all Learnings that ‘Worked Well’ with a Category of ‘Documentation’ prior to commencing a business requirements gathering exercise.

When creating a Learning, you can allocate one of the following ‘Opinion’ values:

  • Worked Well
  • Needs Improvement
  • Try Next
  • Puzzles Us

When identifying the Categories a Learning relates to, you can allocated it to as many of the following values:

  • Process
  • Resource
  • Schedule
  • Collaboration
  • Scoping
  • Testing
  • Documentation

The Retrospective identifies a specific review / lessons learned ceremony that has been conducted. The Retrospective relates to a particular Project, and a Project can have multiple Retrospectives related to it. For example, you may choose to conduct one Retrospective ceremony at the end of the Project. Alternatively, you may choose to conduct a Retrospective each time you complete a Milestone / Sprint during the Project.

Within a Retrospective, you will create Learning records. These Learnings identify the individual items the team has reviewed. Each Learning will relate to a specific Retrospective, and a Retrospective can have multiple Learnings related to it.

The Retrospective ceremony will be carried out using the Retrospective Board. This is a Kanban Board that displays Learnings. Below is an illustration of what the Retrospective Board looks like.

Salesforce Project Management Software - Retrospective Board

 

Creating a Retrospective

To create a new Retrospective from the Retro Board, you need to click the ‘Add Retro’ button, which can be found located in the top-right section of the board near the ‘Column Heading’ picklist field.

Salesforce Project Management Software - Creating a Retro

 

When you click the button, that will open the ‘New Retrospective’ Modal. From here, you will be able to enter the appropriate fields and click Save.

Salesforce Project Management Software - New Retro Page

 

Once you’ve done this, the Retrospective will be available to associate Learnings when you are creating them from the individual Kanban Columns.

Creating a Learning

To create a Learning, you can expand the ‘Quick Create’ section within a Kanban Column by clicking on the ‘Add Learning…’ text.

Salesforce Project Management Software - Creating a Learning Add Link

 

This will open up the Quick Create section where you can specify the Project and Retrospective the Learning will relate to, as well as entering the Learning name.

Salesforce Project Management Software - Quick Create Learning

 

When you select a Project, the Retrospectives search box will be filtered to only show Retrospectives that relate to the selected Project. Once you enter the Learning Name, hit Enter to create the Learning. You will then see the Learning Card appear on the Kanban.

Salesforce Project Management Software - Retro Learning Card

After the Learning has been created, you can click on the eye icon to open the Learning Summary Modal. From here, you can:

  • View all record fields
  • Edit the record
  • Delete the record

When you edit the Learning, you can select the Categories that it relates to. Each of these Categories will then appear on the Learning Card as shown below.

Salesforce Project Management Software - Retro Learning Card with Categories

If you want to change the Opinion for a particular Learning, you can drag the Learning Card between the Kanban columns.

Kanban Columns

By default, the columns on the board will be based on the ‘Opinion’ field of the Learning record. This will show you columns for:

  • Worked Well
  • Needs Improvement
  • Try Next
  • Puzzles Us

You can change the columns by selecting a different option in the ‘Column Heading’ picklist, which is located in the top-right section of the board near the Add Retro button.

Salesforce Project Management Software - Retro Board Polling Play

 

The options available for the Column Heading setting are:

  • Opinion (from the Learning record)
  • Reported By (from the Learning record)
  • Project (from the Retrospective record)
  • Retrospective (from the Learning record)
  • Category (from the Project record)

This setting is persistent, so if you choose to change from Opinion to another option, such as Project, the next time you load the Retro Board the columns will be based on the Project setting.

Auto-Refresh Polling

One of the main things that drives the success of a Retrospective ceremony is that it is an interactive, collaborative session involving multiple project team members.

One of the really cool features of the Retro Board is the ability to turn on the ‘Auto Refresh’ setting. When turned on, you will automatically see new Learnings appear on your Retro Board as your colleagues are creating or updating them. You can turn on the Auto Refresh feature by clicking the ‘Play’ button, which is located in the top-right section of the board near the Column Heading picklist field.

Salesforce Project Management Software - Retro Polling Pause

 

By default, this setting is turned off – indicated by the ‘Play’ button. If it’s turned on, you will see a ‘Pause’ button. This setting is persistent, so if you switch it on, the next time you load the Retro Board it will still be switched on.

Learning Cards

Below is an example of the Learning Card on the Retro Board.

Salesforce Project Management Software - Retro Learning Card with Categories

The Learning Card offers you a lot of functionality, each component of the card is explained below.

Salesforce Project Management Software - Retro Learning Card Diagram

  1. This is the ‘Learning’ name
  2. This is the ‘Learning ID’ and when clicked will open the Learning record
  3. This is the ‘Retrospective’ name and when clicked will open the Retrospective record
  4. This is the ‘Project’ name and when clicked will open the Project record
  5. This is the icon that indicates the Opinion for the Learning
  6. This identifies the person that reported the Learning
  7. This opens the Chatter Modal, providing access to the Chatter feed for the Learning, Retrospective and Project records
  8. This opens the Learning Summary Modal, providing view, edit and delete access to the Learning
  9. This identifies the Categories the Learning has been associated to

Filters

You can apply filters to the Retro Board to find the Learnings you require. For example, you may want to view all of the Learnings with an Opinion of ‘Worked Well’ that relate to Projects of a certain Category.

Salesforce Project Management Software - Retro Polling Pause

You can access the Filters Modal by clicking the Filter icon, which is located in the top-right section of the board near the ‘Column Heading’ picklist field.

Salesforce Project Management Software - Retro Board Filters

Within the Modal, you can apply the required filters. You can choose to save your filter selections as a ‘Preset Filter’ that can be applied persistently each time you visit the Retro Board.

Note: Preset Filters are created and accessed by individual Users and cannot be shared with other Users.

Accessing the Retrospective Board

There are a number of ways to access the Retro Board, as outlined below:

  • Navigate to the standalone ‘Retro Board’ Tab
  • Access the ‘Retro Tab’ from within the Project Overview Component
  • Add the ‘RetrospectiveBoard’ Component directly to a custom tab within Lightning Experience using the Lightning App Builder on the following Objects:
    • Project
    • Retrospective
    • Milestone

Standalone Tab

The primary way to use the Retrospective Board is via the ‘Retro Board’ Tab, which gives you access to the standalone board – this means you’ll be able to view Learnings from multiple Projects / Retrospectives. The Retro Tab is included within the Mission Control ‘App’ so will be available on the Navigation Menu as shown below.

Salesforce Project Management Software - Retro Board Navigation Menu

You can also add the Retro Board Tab to your own custom App menus.

Project Overview Component

The ‘Retro’ Tab on the Project Overview provides access to the Retro Board, filtered to show Learnings specifically related to Retrospectives that are related to the Project.

Salesforce Project Management Software - Project Overview Retro Board

Access to the Retro Tab on the Project Overview can be controlled for each individual User on their Role record. To provide a User access to the Retro Tab, ensure the ‘View Retro Tab’ field on their Role record is set to TRUE.

Add Custom Tab

You can add the ‘RestrospectiveBoard’ Component to the page within Lightning Experience for the following Objects:

  • Project
  • Retrospective
  • Milestone

You will need to edit the Lightning Page within the Lightning App Builder and follow the steps below:

  • Add a Custom Tab called ‘Retro’
  • Drag the ‘RetrospectiveBoard’ Component into the Retro Tab
  • Set the Component Height to 1000
  • Click Save

You will then be able to access the Retro Board in context of that particular record.

Salesforce Project Management Software - Retrospective Retro Board

Note: When this component is added to the Milestone page, it will be filtered by default to display Learnings relating to the Project that the Milestone relates to. You can then further refine the results by filtering for a particular Retrospective.

Holiday Allowance Tracking

The Holiday Allowance Object allows you to define how many days are allocated to each Role over a period. When creating a Holiday record, if applicable, it can be related to a Holiday Allowance record.

Each Role can have multiple Holiday Allowances, each defined for a period of time and for a certain type of Holiday.

For example, you can create Holiday Allowance record for Mick Fanning as follows:

Type: Annual Leave
Days: 20
Start Date: 1/Jan/2021
End Date: 31/Dec/2021

Type: VTO
Days: 4
Start Date: 1/Jan/2021
End Date: 31/Dec/2021

When a Holiday is related to a Holiday Allowance record, the ‘Days Taken’ value from the Holiday record will be added to the ‘Used’ field on the Holiday Allowance.

Each Holiday Allowance record can be set to accrue or expire at the end of the period. If it can accrue, you can specify what percentage can be accrued. You may for example provide 20 days PTO per year and agree employees can accrue 25%. If the employee uses 10 days, even though the ‘Remaining’ would be 10, once the End Date has passed it would reduce to 5 as that’s the maximum that can be accrued.

You can specify a default setting for the Accrual % for Holiday Allowance records. This can be done via the ‘Holiday Allowance Accrual Percentage’ setting with the ‘Custom Settings’ Tile on the Control Pad of the Mission Control Console.

Salesforce Project Management Software - Holiday Allowance Accrual Settings

If this Setting contains a value, it will be displayed by default in the ‘Accrual %’ field when creating a new Holiday Allowance record. It can also be overridden for individual Holiday Allowance records. For example, you may set your default to 100% and that is applicable to PTO and VTO, but you may not let Sick Leave accrue, so you can override the Accrual % value for that individual Holiday Allowance record.

Holiday Trigger

The Apex Trigger on the Holiday Object will automatically update the Holiday Allowance record based on the following scenarios:

  • If the Holiday ‘Approval Status’ field = Approved, the Holiday Allowance ‘Used’ field will be increased by the Holiday ‘Days Taken’ field value
  • If the Holiday ‘Approval Status’ field = Approved and the Holiday record is deleted, then the Holiday Allowance ‘Used’ field will be reduced by the Holiday ‘Days Taken’ field value
  • If the Holiday ‘Approval Status’ field = Approved and the Holiday ‘Days Taken’ is changed, the Holiday Allowance ‘Used’ field will be adjusted by the difference between the Holiday ‘Days Taken’ prior value and new value

Validation Rules

Two Validation Rules are included to support the Holiday Allowance feature. By default, one is active and the other is inactive, but can be activated if required.

Validation Rule: Ensure_HA_Remaining_Sufficient (Active)
This rule ensures the Remaining value on the Holiday Allowance is not less than the number of days being taken on the Holiday record.

Validation Rule: Ensure_Holiday_Specified (Inactive)
This rule ensures a Holiday Allowance record is specified on the Holiday record if the ‘Type’ field is set to Annual Leave, Sick Leave or Study Leave.

Holiday Allowance Reports

Two reports are included that will provide details of the current number of days used and remaining across each Role, across the various Holiday Allowance records.

Holiday Allowance Remaining Summary
This report provides a summary of all Holiday Allowance records grouped by Role and Holiday Allowance ‘Type’.

Holiday Allowance Remaining Role
This report provides a summary of all Holiday Allowance records grouped by Holiday Allowance ‘Type’. You are able to add a ‘Report Chart’ component to the Role Lightning Page that will summarise the number of days ‘Remaining’ for each Holiday Allowance ‘Type’ for a particular Role.

For example, Mick Fanning may have 4 days of VTO for 2021, 20 days of PTO for 2021 and 5 days of PTO accrued from 2020.

Salesforce Project Management Software - Holiday Allowance Remaining Chart

By adding the Report Chart component to the page, you will get a real-time view of the Role’s Holiday Allowance.

Meeting Manager Enhancements

A number of new features and user experience enhancements have been added to the Meeting Manager, as outlined below.

Meeting Notes PDF

You can generate a ‘Meeting Notes’ PDF that can be downloaded and circulated. This PDF contains the following details:

  • Attendees
  • Agenda Items
  • Agenda Tasks

To generate the Meeting Notes PDF, click on the PDF icon which is located in the top-right section of the Meeting Manager.

Salesforce Project Management Software - Meeting Manager PDF Icon

When you click the icon, it will open up the Meeting Notes PDF allowing you to download and circulate as required. Below is an example of the Meeting Notes PDF.

Salesforce Project Management Software - Project Meeting Notes PDF

Promote Agenda Task to Action

You are able to ‘promote’ an Agenda Task to an Action. This may be required when an Agenda Task has been reviewed and determined to need work on a specific Project to be carried out.

To promote an Agenda Task to an Action, you can click on the green Action icon, located to the right of the Edit icon for the Agenda Task on the Meeting Manager.

Salesforce Project Management Software - Promote Agenda Task to Action

When you click the icon, it will open up the Action Modal allowing you to create a new Action. From here, you will be able to select which Project and Milestone the Action will relate to, as well as accessing the Resource Assignment Wizard.

Salesforce Project Management Software - Agenda Task New Action

Once an Agenda Task has been promoted to an Action, if you click the green Action icon, it will open the Action Summary modal, as shown below.

Salesforce Project Management Software - Agenda Task Crated Action

New Auto-Generation Methods

Two new Auto-generation ‘Generation Method’ options have been included in this release. In order to use these methods, you will need to manually add the following values to the ‘Generation Method’ picklist field on the Opportunity Object:

  • Base Template + Products
  • Base Template + Products – No Duplicates

Each of these new methods are explained below.

Base Template + Products

The Base Template + Products ‘Generation Method’ provides you with the ability to clone a generic Project Plan from one Project Template, as well as building up the Project Plan based on the Products associated to the Opportunity.

This Generation Method lets you include standardised Milestones on your Project, as well as including additional Milestones based on the Products sold. For example, you may want to include standard Milestones into every Project Plan, such as ‘Kick-off’, ‘Go Live’ and ‘Customer Success Handover’, but they’re not included as Products that will be added to the Opportunity.

To use this Generation Method, you’ll need your standard Milestones to be on one Project Template, and your Product related Milestones on a different Project. The Project Template containing your standard Milestones will be considered your Base Template, and all of the Milestones within this Project will be added to the Project when it is auto-generated from the Opportunity. Any Milestones related to the Products will also be added.

When specifying the ‘Project Template’ on the Opportunity, you would enter the Project that is your Base Template.

This Generation Method will add a Product Milestone to the Project for each instance of where an Opportunity Line Item references the same Product.

Base Template + Products – No Duplicates

The Base Template + Products – No Duplicates ‘Generation Method’ provides you with the ability to clone a generic Project Plan from one Project Template, as well as building up the Project Plan based on the Products associated to the Opportunity. This method differs from the Base Template + Products method in that regardless of how many Opportunity Line Items reference the same Product, the Milestone will only be added once.

This Generation Method lets you include standardised Milestones on your Project, as well as including additional Milestones based on the Products sold. For example, you may want to include standard Milestones into every Project Plan, such as ‘Kick-off’, ‘Go Live’ and ‘Customer Success Handover’, but they’re not included as Products that will be added to the Opportunity.

To use this Generation Method, you’ll need your standard Milestones to be on one Project Template, and your Product related Milestones on a different Project. The Project Template containing your standard Milestones will be considered your Base Template, and all of the Milestones within this Project will be added to the Project when it is auto-generated from the Opportunity. Any Milestones related to the Products will also be added.

When specifying the ‘Project Template’ on the Opportunity, you would enter the Project that is your Base Template.

New Project Builder Conversion Methods

Previously the Project Builder enabled you to convert a Requirement from a Program to an Action on a Project. This conversion process would relate any User Stories from the Requirement to the Action. Additional conversion options have been enhanced to now provide flexibility in how you convert Requirements and User Stories to a Project.

You have 3 options to convert Requirements and User Stories into a Project Plan:

  • Requirements to Actions
  • Requirements to Milestones
  • User Stories to Actions

You can choose which conversion method you want to use using the ‘Convert’ Setting within the Requirements Tab.

Salesforce Project Management Software - Project Builder Conversion Methods

This is a persistent setting, and will be remembered between visits to the Project Builder.

Requirements to Actions

This conversion method will convert the Requirement into an Action within an existing Milestone. Any User Stories and Checklist Items that relate to the Requirement will be updated to the Action that is created.

When using this conversion method, you will see the Requirement cards within the Requirements Tab, as illustrated below.

Salesforce Project Management Software - Project Builder Convert Requirements to Actions

To convert a Requirement to an Action, ensure the ‘Convert’ setting is set to Requirements to Actions and then simply drag and drop the Requirement into a Milestone Column and it will create the Action.

Requirements to Milestones

This conversion method will convert the Requirement into a Milestone, and each individual User Story will be converted into an Action within the new Milestone.

When using this conversion method, you will see the Requirement cards within the Requirements Tab, as illustrated below.

Salesforce Project Management Software - Project Builder Convert Requirements to Milestones

To convert a Requirement to a Milestone, ensure the ‘Convert’ setting is set to Requirements to Milestones and then simply drag and drop the Requirement onto the Project Builder.

User Stories to Actions

This conversion method will convert User Stories into Actions. Using this method enables you to convert User Stories relating to the same Requirement into different Milestones. Any Checklist Items that relate to the User Story will be related to the Action.

When using this conversion method, you will see the Requirement and User Story cards within the Requirements Tab, as illustrated below.

Salesforce Project Management Software - Project Builder Convert User Stories to Actions

To convert an individual User Story to an Action, ensure the ‘Convert’ setting is set to User Stories to Actions and then simply drag the User Story card into a Milestone Column and it will create the Action. If you want to convert all User Stories relating to a particular Requirement to the same Milestone, you can drag the Requirement card into a Milestone Column and it will create an Action for each User Story.

Timesheet Enhancements

A number of enhancements have been made to the Timesheet to incorporate various customer requests. Each enhancement is detailed below.

Toggle On/Off ‘Save & Submit’ Warning

Love it or hate it? No matter the answer, we’ve now got you covered! When using the ‘Save & Submit’ button on the Timesheet, you can receive a warning notification pop-up if the total hours you’re submitting are less than your ‘Hours per Week’ value, as shown below.

Salesforce Project Management Software - Timesheet Submit Notifications

We’ve found some customers want this warning, others aren’t so keen. So in an attempt to keep everyone happy, we’ve added in a new setting within the Timesheet Settings that lets you control whether it’s enabled or not.

Salesforce Project Management Software - Timesheet Settings

If this setting is TRUE, you will not receive the pop-up notification.

Time Log Modal – Custom Fields

When logging time from the Timesheet, you can access the ‘Time Log Information’ modal to enter further information relating to the hours, such as Notes, relating the Time Log to a Checklist Item, setting it as Overtime, etc.

Salesforce Project Management Software - Timesheet Custom Fields Modal

You can specify up to 5 additional fields from the Time Log Object to be accessible from this modal. Users can set the fields they would like to be included in this modal from within the Timesheet Settings, as shown below.

Salesforce Project Management Software - Timesheet Custom Field Settings

You can also control these fields centrally from the Timesheet Settings on the Control Pad of the Mission Control Console if you’re overriding individual User settings.

Approval Status Summary

The Timesheet includes a summary of the Approval Status of all Time Logs on the Timesheet as shown below.

Salesforce Project Management Software - Timesheet Approvals Summary

In order to be able to easily identify which Actions the Time Logs relate to, you can view an Approvals breakdown to the right of each Action row on the Timesheet.

Salesforce Project Management Software - Timesheet Row Approvals Summary

This row-level insight allows you to quickly identify which Action the Time Log relates to in order to review and amend where required.

Associate Time Logs to Issues

You can associate a Time Log to a specific Issue that relates to the Action. A Time Log must always relate to an Action, but you can optionally choose to relate it to one of the Issues under the Action and it will reflect in the Issue ‘Hours Completed – Billable’ or ‘Hours Completed – Non Billable’ field. This enables you to identify how much time has been spent working on the individual Issue.

When using the Log Time Component, you will be able to select the Action the Time Log relates to and then further select the specific Issue.

Salesforce Project Management Software - Log Time Modal Relate to Issues

When using the Timesheet, you can select the specific Issue by double-clicking into the hours cell to open the Time Log Summary modal.

Salesforce Project Management Software - Timesheet Modal Relate to Issues Time Log

The Time Log Related List can be included on both the Action Page Layout and the Issue Page Layout.

‘Add Action’ Action Sorting

The sort order of Actions listed in the search results when manually adding an Action to the Timesheet has been updated to match the same order that is used on the Gantt Chart and Project Overview.

Timesheet Submission & Exception Notifications

You are able to issue out Timesheet Submission reminder emails and Timesheet Exception notification emails when people have not submitted sufficient time on their Timesheet.

Timesheet Submission Reminder

The Timesheet Submission Reminder is an email template that will be sent to individual Role records on a specified day of the week if they have not logged the required percentage of hours for the current week. For example, you may choose to schedule this reminder to go out on a Friday afternoon if people have not logged more than 90% of their time for the week.

Salesforce Project Management Software - Timesheet Submission Reminder Email notification

Each individual Role can be opted in to receive this email notification by setting the ‘Receive Timesheet Reminder’ field to TRUE on their Role record.

Salesforce Project Management Software - Timesheet Submission Reminder Setting

The settings on the Control Pad allow you to enable this email notification. You can specify the date, time and percentage. Any Role that has not logged enough hours on their Timesheet for the current week to meet the percentage specified, will receive the Timesheet Submission Reminder. The percentage is based on the ‘Hours per Week’ field on their Role record. The email will be issued at the time specified based on the individual User’s Time Zone setting.

Timesheet Exception Notification

The Timesheet Exception Notification is an email template that will be sent to the Role that is the ‘Timesheet Approver’ for other Roles on a specified day of the week. The person will receive this email if any Role that they are the Timesheet Approver for has not logged the required percentage of hours for last week. For example, you may choose to schedule this notification to go out on Monday morning if people have not logged more than 90% of their time for last week.

Salesforce Project Management Software - Timesheet Exception Notification Email

Each individual Role can be opted in to receive this email notification by setting the ‘Receive Exception Notification’ field to TRUE on their Role record.

Salesforce Project Management Software - Timesheet Exception notification field setting

The settings on the Control Pad allow you to enable this email notification. You can specify the date, time and percentage. Any Role that the person is the Timesheet Approver for will be included in this exception notification if they have not logged enough hours on their Timesheet for last week to meet the percentage specified. The percentage is based on the ‘Hours per Week’ field on the individual Role records. The email will be issued at the time specified based on the individual User’s Time Zone setting.

Control Pad Settings

You can enable the distribution schedule for the Timesheet Submission Reminder and Timesheet Exception Notification emails from the ‘Timesheet Notifications’ section on the Control Pad of the Mission Control Console.

Salesforce Project Management Software - Timesheet Notification Settings

Set the Active field to TRUE, specify the Delivery Date, Delivery Time and Percentage and click Save. This will be scheduled to distribute the emails to any Role that has the appropriate field on their Role record set to TRUE. The emails will be distributed on the date/time specified based on the individual User’s Time Zone settings.

Action Pad Enhancements

A number of enhancements have been made to the Action Pad to incorporate various customer requests. Each enhancement is detailed below.

Action Log – Custom Settings

The fields within the Action Log section of the Action Pad can be customized to the User’s personal preferences. Alternatively, you may choose to control these settings for all Users leveraging the Override settings on the Control Pad of the Mission Control Console.

The Settings can be accessed by clicking the settings icon located on the right-hand side of the Action Log section of the Action Pad near the Keyword Search and Filter button, as shown below.

Salesforce Project Management Software - Action Pad Keyword Search

Within the Settings, you’re able to select which standard columns you have displayed as well as specifying up to 5 custom fields to be included.

Salesforce Project Management Software - Action Pad Settings

If you wish to ensure all Users have the same settings, you can use the Action Pad Override Settings feature on the Control Pad of the Mission Control Console.

Action Log – Keyword Search

You can use the Keyword Search feature to quickly search and filter the Actions within the Action Log of the Action Pad. Simply enter the text you wish to search for, press return and any Action not matching the search string will be removed from the list of records.

Salesforce Project Management Software - Action Pad Keyword Search

The search string is applied to all fields that are displayed within the Action Log. For example, if you search for ‘Data’ it would display Actions if the Project, Milestone or Action contains the word Data.

Project Overview Filters

You are able to apply the Custom Filters from within the Project Overview Action Pad Tab. The Custom Filter modal can be accessed by clicking the Filter icon located on the right-hand side of the Action Log section of the Action Pad near the Keyword Search and Settings button, as shown below.

Salesforce Project Management Software - Action Pad Keyword Search

By default the Action Pad will display all Actions relating to the Project. You can use the Filter Modal to further reduce the Actions displayed. For example, you may wish to only include Actions where the Status is Planned or In Progress.

Filter Enhancements

A number of additional Filter options have been added to the Custom Filters modal.

Role AND / OR Toggle

You are able to use the AND / OR Toggle at the top of the Role Filters section to determine whether multiple filters are queried as AND or as OR.

Salesforce Project Management Software - Action Pad Role Filters

For example, if Mick Fanning is looking to see Actions where he is the Project Owner as well as any Actions where he is the Action Owner, he would have the Toggle set to OR. The results shown would be all Actions where Project Owner = Mick Fanning as well as all Actions where Action Owner = Mick Fanning. Whereas, if he was only looking for Actions that he is responsible for within Projects that he manages, he would have the Toggle set to AND. The results in this instance would only include Actions where the Project Owner = Mick Fanning AND the Action Owner = Mick Fanning.

Custom Field Filters

You can use the Custom Field filters to apply filters to the Action Pad based on any field from the Project, Milestone or Action Object.

Salesforce Project Management Software - Action Pad Custom Field Filters

Gantt Chart Enhancements

A number of enhancements have been made to the Gantt Chart to incorporate various customer requests. Each enhancement is detailed below.

Control Modal Tab Display

For each record displayed on the Gantt Chart (e.g. Project, Milestone, Action or Checklist Item), you can access the Modal window for that record by clicking the pencil icon, or by double-clicking on the bar for that record on the chart timeline.

Within the Modal for each record you have access to the following Tabs.

Project Milestone Action Checklist Item
Project Summary

Record Detail

Chatter

Milestone Summary

Record Detail

Chatter

Action Summary

Log Time

Record Detail

Chatter

Checklist Summary

Record Detail

Chatter

 

For each Role record you have the ability to specify which of these Tabs they have access to, and which will load by default. This is controlled via fields within the ‘Gantt Chart Settings’ section of the Role Page Layout.

Salesforce Project Management Software - Gantt Chart Role Settings

For your convenience, these fields will be pre-populated as part of an Install Script. Full details of the Install Script can be found later in these release notes.

Automatic Timeline Adjustment

The ‘Add Week to Start’ and ‘Add Week to End’ buttons have been removed from the Gantt Chart. Instead, now when rescheduling Actions on the Gantt Chart the Timeline will automatically adjust to reflect the new dates. If you drag and drop the Action to the end of the existing Timeline, an additional week will automatically appear at the end. If you edit the dates within the Data Table to outside of the existing Timeline that is displayed, it will automatically adjust to reflect the change. Previously, the Action would disappear from the Gantt Chart until you manually clicked the ‘Add Week to End’ button to extend the Timeline beyond the new dates assigned to the Action.

Standalone Gantt Filters

The Filters on the Standalone Gantt Chart have had the following fields added as filter options:

  • Action Status
  • Milestone Status

You will now be able to apply Filters to the Gantt Chart based on these fields.

Control Pad Gantt Chart Settings

To enable you to centrally configure the Gantt Chart settings for all Users, the Gantt Chart Settings on the Control Pad of the Console have been updated to include a Gantt Chart Settings Override feature.

Salesforce Project Management Software - Gantt Chart Settings Override

If this is TRUE, the Settings icon on the Gantt Chart will not be visible and the column selections in the Gantt Data Table will be controlled based on the Control Pad Gantt Chart Settings.

Salesforce Project Management Software - Gantt Chart Data Table Settings

Data Table Cell Formatting

Currency and Number fields that are displayed in the Data Table of the Gantt Chart will now display currency symbols and decimal separators.

Gantt Export Services

We have migrated the Gantt and Scheduler Export features to Heroku, which is part of the Salesforce Platform. The only action you will be required to undertake is outlined below, which is required if you use the ‘PNG Export’ feature on the Gantt Chart.

Update CSP Trusted Site Settings

  • Go to Setup
  • Search for ‘CSP Trusted Site’ in the Quick Find search box
  • Edit ‘DHTMLX_Export_Service’ and set the Active field to FALSE
  • Edit ‘Heroku_Export_Service’ and set the Active field to TRUE

Update Remote Site Settings

  • Go to Setup
  • Search for ‘Remote Site Settings’ in the Quick Find search box
  • Edit ‘DHTMLX_Export_Service’ and set the Active field to FALSE
  • Edit ‘Heroku_Export_Service’ and set the Active field to TRUE

Requirement & User Story Delivery Status Tracking

You are able to track the ‘Delivery Status’ of Requirements and User Stories once they have been converted to Actions on Projects.

There is a Picklist field on the Requirement Object and the User Story Object called ‘Delivery Status’, which contains the same values as the Action Status field, as follows:

  • Planned
  • In Progress
  • On Hold
  • Complete
  • Cancelled

This field will be automatically updated based on the Status value of the Action in the following situations:

Requirement Converted to Action: the Requirement Delivery Status field is updated to match the Action Status. User Story Delivery Status field needs to be updated manually

Requirement Converted to Milestone: – the User Story Delivery Status field is updated to match the Action Status. The Requirement Delivery Status is updated to match the Milestone Status

User Story Converted to Action: the User Story Delivery Status field is updated to match the Action Status. The Requirement Delivery Status is updated to match the Milestone Status

You are able to Filter the Program Planner and Story Board based on the Delivery Status of the Requirement and/or User Story.

Reassignment Wizard Enhancements

The Reassignment Wizard has been enhanced to enable it to be used in context of an individual Milestone or Action.

You will need to add the ‘Reassignment’ Button to your Milestone and Action Page Layouts in order to utilise this feature.

Milestone Reassignment

When being used in context of a Milestone, it will enable you to do a mass transfer of the Milestone Owner and the Owner of records relating to the Milestone, including Actions, Checklist Items and Contributors.

Action Reassignment

When being used in context of an Action, it will enable you to do a mass transfer of the Action Owner and the Owner of records relating to the Action, including Checklist Items and Contributors.

Minor Enhancements

A number of minor enhancements have been made to various features. Each enhancement is detailed below.

Project Trigger: Delete Dependencies

The Project Trigger has had additional logic added that will ensure Dependency records are deleted when the Project is deleted. This will ensure there are no orphaned Dependency records left in the system.

Resource Assignment Wizard

The Resource Assignment Wizard Scale Setting (e.g. Days / Weeks) will now be persistently remembered.

Current User Fields

In Mission Control ‘ownership’ of records such as Projects, Milestones, Actions, etc. is determined based on the Role record, rather than the User record. This means that when creating List Views or Reports, you are unable to create dynamic filters using the ‘My Records’ feature. As such, ‘Current User’ Formula Fields have been added to the following Objects:

  • Project
  • Milestone
  • Action
  • Contributor
  • Time Log
  • Issue
  • Risk

The formula within these fields will return a 1 if the User viewing the record is the User associated with the Role that is assigned as the owner of the record. Otherwise, it will display a 0.

You can use these ‘Current User’ fields to create dynamic List Views / Report filters that all Users can leverage. By applying a filter where Current User = 1, each User viewing the List View or Report will only see records assigned to them.

KPI Tracking Fields

A number of new KPI Tracking fields have been added to the Project, Milestone, Action and Checklist Item Objects. These fields will enable you to run exception reports for various scenarios, including:

  • Baseline Start Date is different to Start Date
  • Baseline End Date is different to End Date
  • Total Hours Scheduled is different to Total Hours Completed + Total Hours Remaining
  • P&L Scheduled is different to P&L Forecast

Each Formula Field will display 0 if the field values match. You will therefore be able to create exception reports where the field does not equal zero. For example, if I want to run a report that shows all Projects where the Start Date is greater than the Baseline Start Date (e.g. the Project started later than when we expected it to) I could create a filter on a report where ‘KPI: Start Date Variance’ is less than zero.

The table below outlines the fields available on each Object.

Field Project Milestone Action Checklist
KPI: Start Date Variance

Calculates ‘Baseline Start Date’ – ‘Start Date’

X X X
KPI: End Date Variance

Calculates ‘Baseline End Date’ – ‘End Date’

X X X
KPI: Total Hours Variance

Calculates ‘Total Hours Scheduled’ – (‘Total Hours Completed’ + ‘Total Hours Remaining’)

X X X X
KPI: P&L Variance

Calculates ‘P&L Scheduled’ – ‘P&L Forecast’

X X X

Project Overview Enhancements

A number of enhancements have been made to the Project Overview page, as outlined below.

Hide Detail Tab

You are now able to hide the ‘Detail’ Tab of the Project Overview in the same way that you can all other Project Overview Tabs. This is controlled by the ‘View Detail Tab’ on the Role record.

This field will be set to TRUE automatically for all existing Role records as part of the Install Script. Full details of the Install Script can be found later in these release notes.

Set Detail Tab as Default

You are now able to set the Detail Tab to be the default tab that is loaded when first loading the Project Overview. This is controlled by setting the ‘Project Overview Default Tab’ field on the Role record to ‘Detail’.

Note: You will need to manually add the Detail value to the Picklist Options for this field.

Overview Tab Changes

The following changes have been applied to the Overview Tab within the Project Overview Component.

  • Milestone Completion Status (Milestone Field) has been added to the Milestone rows
  • Completion % (Action Field) has been added to the Action rows
  • You can now log time by clicking on the Clock icon against an Action
  • You can now access the Checklist Item Manager by clicking on the Checklist icon against an Action

Project Status Report Enhancements

A number of enhancements have been made to the Project Status Report, as outlined below.

Exclude Milestones, Actions or Checklist Items

Customers have requested the ability to choose whether or not specific Milestones, Actions or Checklists should be excluded from the Project Status Report.

To support this request, a number of new fields have been added to the following Objects:

Milestone Action Checklist Item
Exclude from Status Report Exclude from Status Report

Exclude from Status Report Indicator

Exclude from Status Report

Exclude from Status Report Indicator

If you wish to exclude a particular Milestone from the Project Status Report, you will need to set the Milestone ‘Exclude from Status Report’ field to TRUE. This will flow down to all related Actions and Checklist Items, setting their ‘Exclude from Status Report Indicator’ field to TRUE.

If you wish to exclude a particular Action from the Project Status Report, you will need to set the Action ‘Exclude from Status Report’ field to TRUE. This will set the Action ‘Exclude from Status Report Indicator’ field to TRUE and flow down to all related Checklist Items, setting their ‘Exclude from Status Report Indicator’ field to TRUE.

If you wish to exclude a particular Checklist Item from the Project Status Report, you will need to set the Checklist Item ‘Exclude from Status Report’ field to TRUE. This will set the Checklist Item ‘Exclude from Status Report Indicator’ field to TRUE.

Records will be excluded from the Project Status Report based on the following field criteria:

Milestone: ‘Exclude from Status Report’ = TRUE
Action: ‘Exclude from Status Report Indicator’ = TRUE
Checklist Item: ‘Exclude from Status Report Indicator’ = TRUE

Project Detail Field Set

To enable you to add different Project fields to the ‘Project Summary’ and ‘Project Detail’ pages, an additional Field Set has been included on the Project Object. The existing ‘Project: Status Report Fields’ Field Set will now apply to the ‘Project Summary’ section of the Project Status Report.

You can include up to 5 x Custom Fields from the Project record on the ‘Project Detail’ page of the Project Status Report.

These fields need to be added to a Field Set on the Project Object called ‘Project: Status Report Detail Fields’. Whilst you can add more than 5 Fields to the Field Set, only the Top 5 Fields will be displayed within the Status Report.

You can access the Field Set by going to Setup > Object Manager > Project > Field Sets > Project: Status Report Detail Fields.

Salesforce Project Management Software - Project Status Report Detail Field Set

Once you have added your Fields, click Save.

Install Script

For your convenience, an Install Script will execute as part of the upgrade process. This will populate various fields on the Role record as outlined below.

Field Value
View Detail Tab TRUE
View Retro Tab TRUE
Gantt Project Default Tab Project
View Gantt Project Tab TRUE
View Gantt Project Chatter Tab TRUE
View Gantt Project Record Detail Tab TRUE
Gantt Milestone Default Tab Milestone
View Gantt Milestone Tab TRUE
View Gantt Milestone Chatter Tab TRUE
View Gantt Milestone Record Detail Tab TRUE
Gantt Action Default Tab Action
View Gantt Action Tab TRUE
View Gantt Action Chatter Tab TRUE
View Gantt Action Log Time Tab TRUE
View Gantt Action Record Detail Tab TRUE
Gantt Checklist Default Tab Checklist
View Gantt Checklist Tab TRUE
View Gantt Checklist Chatter Tab TRUE
View Gantt Checklist Record Detail Tab TRUE

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. If you are not using the Permission Sets included with Mission Control, we recommend you check the Field Level Security for all of these fields to ensure all appropriate Profiles have the required access.

Retrospective (New Object)

Field Field Type Comments
Name Text (80) Identifies the Name of the Retrospective
Project Lookup (Project) Identifies the Project this Retrospective relates to
Date Date Identifies the date this Retrospective was held
Retrospective Notes Rich Text Detailed notes relating to the Retrospective

 

Learning (New Object)

Field Field Type Comments
Learning ID Auto Number Identifies the Unique Reference for this Learning. Format – LNG:{000000}
Retrospective Lookup (Retrospective) Identifies the Retrospective this Learning relates to
Reported By Lookup (Role) Identifies the Role record of the person that identified this Learning
Opinion Picklist Identifies the Opinion of this Learning

Values: Worked Well; Needs Improvement; Try Next; Puzzles Us

Category Multi Picklist Identifies the Categories this Learning relates to

Values: Process; Resource; Schedule; Collaboration; Scoping; Testing; Documentation

Learning Notes Rich Text Detailed notes relating to the Learning

 

Role

Field Field Type Comments
Project Overview Default Tab Picklist Existing Field – you will need to add the following values as a new option:

 

Detail

Retro

View Retro Tab Checkbox Identifies whether the User linked to this Role has the ability to view the Project Overview Retrospective Tab
Gantt Project Default Tab Picklist Identifies which Tab on the Gantt Project Modal is displayed by default.

 

Values: Project; Record Detail; Chatter

View Gantt Project Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Project Chatter Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Project Record Detail Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
Gantt Milestone Default Tab Picklist Identifies which Tab on the Gantt Project Modal is displayed by default.

 

Values: Milestone; Record Detail; Chatter

View Gantt Milestone Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Milestone Chatter Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Milestone Record Detail Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
Gantt Action Default Tab Picklist Identifies which Tab on the Gantt Project Modal is displayed by default.

 

Values: Action; Log Time; Record Detail; Chatter

View Gantt Action Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Action Chatter Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Action Log Time Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Action Detail Record Detail Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
Gantt Checklist Default Tab Picklist Identifies which Tab on the Gantt Project Modal is displayed by default.

 

Values: Checklist; Record Detail; Chatter

View Gantt Checklist Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Checklist Chatter Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Gantt Checklist Record Detail Tab Checkbox Identifies whether the User linked to this Role has the ability to view this Tab on the Gantt Modal
View Detail Tab Checkbox Identifies whether the User linked to this Role has the ability to view the Project Overview Detail Tab
Receive Timesheet Reminder Checkbox Check this to ensure this person receives the Mission Control Timesheet Submission Reminder
Receive Exception Notification Checkbox Check this to ensure this person receives the Mission Control Timesheet Exception Notification Email

 

Holiday Allowance (New Object)

Field Field Type Comments
Name Text (80) Identifies the name of the record
Start Date Date Identifies the Start Date for this Holiday Allowance
End Date Date Identifies the End Date for this Holiday Allowance
Allowance Number (16,2) Identifies the number of days allocated to this Holiday Allowance
Accrues Checkbox Identifies whether the Holiday Allowance can be accrued to a future period
Accrual % Percent (16,2) Identifies the percentage of the Holiday Allowance that can be accrued
Used Number (16,2) Identifies the number of days used from this Holiday Allowance
Remaining Formula (Number 16,2) Identifies how many days are remaining from this Holiday Allowance
Type Picklist Identifies the Type of Holiday Allowance

 

Values: Annual Leave; VTO; Sick Leave

Role Lookup (Role) Identifies the Role this Holiday Allowance relates to

 

Holiday

Field Field Type Comments
Holiday Allowance Lookup (Holiday Allowance) Identifies the Holiday Allowance record this Holiday relates to

 

Opportunity

Field Field Type Comments
Generation Method Picklist Existing Field – you will need to add the following values as new options:

 

Base Template + Products

Base Template + Products – No Duplicates

 

Project

Field Field Type Comments
KPI: Start Date Variance Formula (Number 18,0) Formula: Calculates Baseline Start Date – Start Date
KPI: End Date Variance Formula (Number 18,0) Formula: Calculates Baseline End Date – End Date
KPI: Total Hours Variance Formula (Number 16,2) Formula: Total Hours Scheduled – (Total Hours Completed + Total Hours Remaining)
KPI: P&L Variance Formula (Currency 16,2) Formula: P&L Scheduled – P&L Forecast
Project Owner Current User Formula (Number 1,0) Identifies if the User viewing this record is the User linked to the Role that is the Project Owner. If true, 1 is displayed, if false, 0 is displayed. This field can be used to create Dynamic List View / Report Filters

 

Milestone

Field Field Type Comments
Requirement Lookup (Requirement) Links to the Requirement record that this Milestone was created from
KPI: Start Date Variance Formula (Number 18,0) Formula: Calculates Baseline Start Date – Start Date
KPI: End Date Variance Formula (Number 18,0) Formula: Calculates Baseline End Date – End Date
KPI: Total Hours Variance Formula (Number 16,2) Formula: Total Hours Scheduled – (Total Hours Completed + Total Hours Remaining)
KPI: P&L Variance Formula (Currency 16,2) Formula: P&L Scheduled – P&L Forecast
Milestone Owner Current User Formula (Number 1,0) Identifies if the User viewing this record is the User linked to the Role that is the Milestone Owner. If true, 1 is displayed, if false, 0 is displayed. This field can be used to create Dynamic List View / Report Filters
Exclude from Status Report Checkbox Identifies if this Milestone should be excluded from the Project Status Report

 

Action

Field Field Type Comments
As a Lookup (Persona) Links to the Persona record that the User Story relates to
I want to Rich Text A description of what the Persona would like to be able to do
So that I can Rich Text A description of what the Persona is trying to achieve
Acceptance Criteria Rich Text Detailed notes on how this User Story will be evaluated
User Story Lookup (User Story) Links to the User Story record that this Action was created from
KPI: Start Date Variance Formula (Number 18,0) Formula: Calculates Baseline Start Date – Start Date
KPI: End Date Variance Formula (Number 18,0) Formula: Calculates Baseline End Date – End Date
KPI: Total Hours Variance Formula (Number 16,2) Formula: Total Hours Scheduled – (Total Hours Completed + Total Hours Remaining)
KPI: P&L Variance Formula (Currency 16,2) Formula: P&L Scheduled – P&L Forecast
Action Owner Current User Formula (Number 1,0) Identifies if the User viewing this record is the User linked to the Role that is the Action Owner. If true, 1 is displayed, if false, 0 is displayed. This field can be used to create Dynamic List View / Report Filters
Exclude from Status Report Checkbox Identifies if this Action should be excluded from the Project Status Report
Exclude from Status Report Indicator Formula (Checkbox) Identifies if this Action should be excluded from the Project Status Report. Will be TRUE if either Action or parent Milestone is set to TRUE

 

Checklist Item

Field Field Type Comments
KPI: Total Hours Variance Formula (Number 16,2) Formula: Total Hours Scheduled – (Total Hours Completed + Total Hours Remaining)
Action Name Formula (Text) Formula: References the Action Name from the Action this Checklist Item relates to
Milestone Name Formula (Text) Formula: References the Milestone Name that the Action this Checklist Item relates to
Project Name Formula (Text) Formula: References the Project Name that the Action this Checklist Item relates to
Exclude from Status Report Checkbox Identifies if this Checklist Item should be excluded from the Project Status Report
Exclude from Status Report Indicator Formula (Checkbox) Identifies if this Checklist Item should be excluded from the Project Status Report. Will be TRUE if either Checklist Item or parent Action is set to TRUE

 

Time Log

Field Field Type Comments
Action Name Formula (Text) Formula: References the Action Name from the Action this Time Log relates to
Milestone Name Formula (Text) Formula: References the Milestone Name that the Action this Time Log relates to
Project Name Formula (Text) Formula: References the Project Name that the Action this Time Log relates to
Project Member Current User Formula (Number 1,0) Identifies if the User viewing this record is the User linked to the Role that is the Project Member. If true, 1 is displayed, if false, 0 is displayed. This field can be used to create Dynamic List View / Report Filters
Issue Lookup (Issue) Links to the Issue this Time Log relates to

 

Issue

Field Field Type Comments
Action Name Formula (Text) Formula: References the Action Name from the Action this Issue relates to
Milestone Name Formula (Text) Formula: References the Milestone Name that the Action this Issue relates to
Issue Owner Current User Formula (Number 1,0) Identifies if the User viewing this record is the User linked to the Role that is the Issue Owner. If true, 1 is displayed, if false, 0 is displayed. This field can be used to create Dynamic List View / Report Filters
Hours Completed – Billable Number (16,2) Identifies the billable hours that have been associated to this Issue from Time Logs
Hours Completed – Non Billable Number (16,2) Identifies the non billable hours that have been associated to this Issue from Time Logs
Total Hours Completed Formula (Number 16,2) Formula: ‘Hours Completed – Billable’ + ‘Hours Completed – Non Billable’

 

Contributor

Field Field Type Comments
Contributor Current User Formula (Number 1,0) Identifies if the User viewing this record is the User linked to the Role that is the Contributor. If true, 1 is displayed, if false, 0 is displayed. This field can be used to create Dynamic List View / Report Filters

 

Risk

Field Field Type Comments
Risk Owner Lookup (Role) Identifies the Role that is responsible for this Risk
Risk Owner Current User Formula (Number 1,0) Identifies if the User viewing this record is the User linked to the Role that is the Risk Owner. If true, 1 is displayed, if false, 0 is displayed. This field can be used to create Dynamic List View / Report Filters

 

Requirement

Field Field Type Comments
Delivery Status Picklist Identifies the delivery status of the Requirement based on the status of the Action related to this record

 

Values: Planned, In Progress; On Hold; Complete; Cancelled

 

User Story

Field Field Type Comments
Delivery Status Picklist Identifies the delivery status of the User Story based on the status of the Action related to this record

 

Values: Planned, In Progress; On Hold; Complete; Cancelled

 

Agenda Item

Field Field Type Comments
Added to Next Meeting Checkbox Identifies that this Agenda Item has been added to the Next Meeting

 

Agenda Task

Field Field Type Comments
Added to Next Meeting Checkbox Identifies that this Agenda Task has been added to the Next Meeting

 

How do I upgrade?

Mission Control will be made available based on the following release schedule.

10th September 2021 – Available for manual upgrade from the AppExchange
18th September 2021 – Automatic upgrade to all Sandbox Orgs
25th September 2021 – Automatic upgrade to all Production Orgs

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

  1. Click www.aprika.com/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 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/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 [email protected].

Questions?

If you have any questions regarding this release notification, please do not hesitate to contact us at [email protected].

 

Sign up to our newsletter





Why not get a FREE 14 Day Trial
or Watch a DEMO?

Simply enter your email address below, select which option you would prefer and off you go! Enjoy the ride!

Lead Source Detail Buttons