Salesforce Project Management Software by Aprika

1.63

Release Notes, Version - 1.63

Mission Control Version 1.63 Release Notification
13 January 2023

A new version of Mission Control (version 1.63) will be released on the AppExchange on Friday 13th January 2023. 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:

  • Rate Card Financials
  • Project Phases
  • Working Day Custom Setting
  • Log Time Component Field Set
  • Gantt Chart Enhancements
  • Timesheet Enhancements
  • Role Availability Enhancements
  • Meeting Manager Enhancements
  • Create Actions Page Enhancements
  • And a few minor enhancements
    • Time Log Hourly Rate Fields
    • Project Clone Field Set
    • Milestone Clone Field Set
    • Time Log Validation Rules
    • Rate Adjustment Validation Rule

 

Let’s get stuck into the detail…

Rate Card Financials

A new method for calculating the Billing or Cost rates on Projects is included within this release. To use this method, you will need to ensure you add ‘Rate Card’ as a new picklist value in the following fields on the Project Object:

  • Billing Rate
  • Cost Rate

 

The ‘Rate Card’ method provides a way of applying specific rates to all Projects associated with a particular customer. To use the Rate Card values on a Project, you will need to set the Billing Rate and/or Cost Rate to ‘Rate Card’. In addition, you will need to select the Rate Card that you want to use. Only Rate Cards that relate to the Account specified on the Project can be selected.

A Rate Card is a container for a group of ‘Rate Card Entry’ records that contain Billing and/or Cost Rates for a particular Function. The Rate Card is related to an Account record, enabling you to create a set of rates for one Account that vary from the rates used for a different Account.

In order to create Rate Cards and Rate Card Entries, you must ensure the ‘Function’ field on each Role record has been populated. This Function field is used on the individual Rate Card Entries to identify the rates that should be used, based on the Function field value of the Role completing the work on the Project.

The Function field contains the following values by default, but you are able to add / remove by modifying the values in the ‘Function’ Picklist Value Set. By modifying these values, the Function field on both the Role and the Rate Card Entry will be updated. The default values include:

  • Project Manager
  • Consultant
  • Designer
  • Developer
  • Tester
  • Trainer

 

By using the Function, rather than the name of the person, you do not need to maintain Rate Card Entries for each individual Role that will be working on the Project. For example, if Mick Fanning and Kelly Slater both have a Function of ‘Project Manager’, you will only need to create a Rate Card Entry for Project Manager and that will be applied to both of these Roles if they are working on the Project.

Create a Rate Card

To create a Rate Card, you need to click on the ‘New’ button on the Rate Card Object Tab or from the Related List on the Account Page. This will open up the ‘Manage Rate Card’ page, which enables you to create the Rate Card and related Rate Card Entry records.

Mission Control Salesforce Project Management Tools 1. Manage Rate Card Draftv

You will need to enter the Rate Card Name and ensure the Account field is populated with the name of the customer that this Rate Card will be used for.

Within the Rate Card Entries section, you can create Rate Card Entry records for each Function as required. You can optionally choose to associate a Skill to the Rate Card Entry. For example, you may charge different rates if your Project Managers are performing different activities on the Project, such as Business Analysis and Solution Documentation. For this scenario, you would need 2 Rate Card Entries for the Project Manager Function, one with the Skill of Business Analysis and the other with the skill of Solution Documentation.

Mission Control Salesforce Project Management Tools 2. Manage Rate Card Complete

Clone a Rate Card

You can clone an existing Rate Card and related Rate Card Entries by using the ‘Clone’ button the Rate Card record.

Mission Control Salesforce Project Management Tools 3. Manage Rate Card Clone

This deep clone process enables you to provide a new Rate Card Name, change the Account it will relate to and save all related Rate Card Entry records.

Mission Control Salesforce Project Management Tools 4. Manage Rate Card Cloned Rates

If required, you are also able to delete any unwanted Rate Card Entries as well as creating additional Rate Card Entries.

Create Rate Adjustments for a Rate Card

You can use the ‘Manage Rates’ feature with Rate Cards if you need to have different rates applied for different time periods. You can access the Manage Rates page from the Rate Card record.

Mission Control Salesforce Project Management Tools 5. Rate Card Manage Rates Button

From the Manage Rates page, you are able to create Rate Adjustments relating to individual Rate Card Entry records.

Mission Control Salesforce Project Management Tools 6. Rate Card Manage Rates

In the example above, we are providing a discounted rate for the Developer Function during Jan, Feb and Mar.

Rate Card Financials

When using the Rate Card method for either the Billing Rate or the Cost Rate, the financials relating to hours will be calculated based on the following priority:

Action ‘Skill’ field is populated:

  1. Rate Card Entry Rate Adjustment for Function & Skill for the specified date range
  2. Rate Card Entry for Function & Skill
  3. Rate Card Entry Rate Adjustment for Function for the specified date range
  4. Rate Card Entry for Function
  5. Rate Adjustment for Skill Assignment for Skill & Role for the specified date range
  6. Skill Assignment for Skill & Role
  7. Rate Adjustment for Role for the specified date range
  8. Role

 

Action ‘Skill’ field is not populated:

  1. Rate Card Entry Rate Adjustment for Function for the specified date range
  2. Rate Card Entry for Function
  3. Rate Adjustment for Role for the specified date range
  4. Role

 

The rate obtained from the prioritized list above will be used in the calculations relating to hours.

Project Phases

To enable customers to group Milestones of a Project together, you can choose to create ‘Phase’ records under your Project record. Unlike Milestones and Actions, which are mandatory requirements for a Project Plan, the Phase record is optional.

Some of your Projects may not be large enough to warrant having Phases, therefore you do not need to create them for every Project.

For larger Projects, you may wish to group your Milestones into layers beneath the Project. For example, we may have the following Milestones on a Project:

  • Current System Review
  • Needs Analysis Workshops
  • Solution Architecture
  • Functional Configuration
  • Technical Development
  • Data Migration
  • Training Documentation
  • Admin Training Sessions
  • End User Training Sessions

 

Below is an example of how these Milestones, and related Actions are shown on the Gantt Chart.

Mission Control Salesforce Project Management Tools 7. Gantt Chart No Phases

We may choose to group these Milestones into the three separate Phases, as detailed below:

  • Discovery
    • Current System Review
    • Needs Analysis Workshops
    • Solution Architecture
  • Configuration
    • Functional Configuration
    • Technical Development
    • Data Migration
  • Delivery
    • Training Documentation
    • Admin Training Sessions
    • End User Training Sessions

 

Once the Milestones have been related to a Phase, the Phases will be displayed on the Gantt Chart as shown below.

Mission Control Salesforce Project Management Tools 8. Gantt Chart with Phases

Creating Phases

To create a Phase, click the New button on the Phase Related List on the Project record you want the Phase to relate to. Enter the applicable fields and click Save.

Mission Control Salesforce Project Management Tools 9. Create New Phase

The only standard Fields that need to be populated manually are the Phase Name and the Project. All other fields will be updated automatically once the Phase has related Milestones.

Relating Milestones to Phases

To relate a Milestone to a Phase, you need to populate the Phase field on the Milestone record. This can be done by editing the Milestones individually, entering the appropriate Phase and clicking Save.

Mission Control Salesforce Project Management Tools 9. Create New Phase

Alternatively, you can add the Phase field to the ‘Create Milestones Fields’ Field Set. This will enable you to populate the Phase field for all Milestones.

Mission Control Salesforce Project Management Tools 11. Create Milestones Page with Phases

The following items are not supported with the Phase Object:

  • Add Phase from Gantt
  • Edit Phase from Gantt
  • Delete Phase from Gantt
  • Cloning Phases as part of Project Clone
  • Phases are not included in auto-generation logic
  • Phase Dependencies

Working Day Custom Setting

The ‘Disable adjusting End Date if Start Date changed’ Custom Setting enables you to control the behaviour of the Working Days and End Date fields on an Action when the Start Date is modified.

Mission Control Salesforce Project Management Tools 12. Working Day Custom Setting

If the Setting is FALSE, when the Start Date is adjusted and the Working Days field is not null, the End Date will be adjusted to be equal to Start Date + Working Days.

If the Setting is TRUE, when the Start Date is adjusted and Working Days field is not null, the Working Days field will be adjusted to equal End Date – Start Date.

This Setting is located within the Project Automation Settings Tile on the Control Pad of the Mission Control Console.

Log Time Component Field Set

By default, the Log Time Component layout appears as shown below.

Mission Control Salesforce Project Management Tools 13. Log Time Component

You are able to customize this layout by adding fields to the ‘Log Time Component Fields’ Field Set on the Time Log Object.

Mission Control Salesforce Project Management Tools 14. Log Time Component Field Set

If the ‘In the Field Set’ section of this Field Set is empty, then the default layout will be applied.

The following fields will always be included on the Component:

  • Date
  • Project Member
  • Project
  • Milestone
  • Action
  • Status

 

Once you add Fields to the Field Set, only standard fields listed above and those added to the Field Set will be available on the Log Time Component. For example, in the image below, we have added 4 fields to the Field Set.

Mission Control Salesforce Project Management Tools 15. Log Time Component Fields in Field Set

When using the Log Time Component in this scenario, the standard Fields and the Fields from the Field Set will be accessible on the Component.

Mission Control Salesforce Project Management Tools 16. Log Time Component Custom Fields

To reset to the default collection of Fields, you will need to remove all Fields from the ‘In the Field Set’ section of the Field Set.

Gantt Chart Enhancements

A number of enhancements have been made to the Gantt Chart, each of which is detailed below.

Standalone Gantt – Save Filters

The Standalone Gantt Chart filters can be saved and persistently set, including applying multiple filters. When you create a Filter on the Standalone Gantt Chart, you’re able to save as a Preset Filter using the feature at the top of the Filters Modal, as shown below.

Mission Control Salesforce Project Management Tools 17. Gantt Chart Preset Filters

Preset Filters will be persistently applied when you reload the Gantt Chart, enabling you to have the Projects you want to view automatically load each time you visit the page.

All Holidays Visible

Previously only Holiday records where ‘Global Holiday’ marked TRUE were displayed on the Gantt Chart.

The Gantt Chart will now display all Holiday records on the Gantt Chart, including:

  • Holidays assigned to individual Roles
  • Holidays assigned to Team(s)
  • Global Holidays

 

Mission Control Salesforce Project Management Tools 18. Gantt Chart showing Holidays

All non working days, including Holidays, Role Availability and Business Hour Settings will all be shaded Grey to indicate a non working day.

Reschedule Actions on Action Owner Change

When an Action is reassigned to a different Action Owner within the Gantt Chart it will automatically reschedule to take into account that Role’s non working days.

For example, the ‘Utility Bar Test’ Action in the Gantt Chart below is currently assigned to Colin for Tuesday and Wednesday.

Mission Control Salesforce Project Management Tools 19. Gantt Chart Action Owner Reschedule on Change

When it is reassigned to Chris, it automatically reschedules to Wednesday and Thursday as he is on PTO on Tuesday.

Mission Control Salesforce Project Management Tools 20. Gantt Chart Action Owner Reschedule on Change Result

The same logic occurs when you reassign an Action outside of the Gantt Chart.

Hover Tips Field Sets

Each layer of the Gantt Chart (e.g. Project, Phase, Milestone, Action, Checklist Item) has a Hover Tip that will appear when you hover over the record within the Gantt Chart, as shown below.

Mission Control Salesforce Project Management Tools 21. Gantt Chart Hover Tips

Each layer has preset default values. If a Customer wishes to include additional information in the Hover Tip, they can do so by adding fields to the applicable Field Set from the list below.

  • Project Gantt Chart Tooltip Fields
  • Phase Gantt Chart Tooltip Fields
  • Milestone Gantt Chart Tooltip Fields
  • Action Gantt Chart Tooltip Fields
  • Checklist Item Gantt Chart Tooltip Fields

 

Any Fields added to the Field Set will appear beneath the default values.

Start/End Date Warning Icons

The Red / Amber warning icons for the Start Date and End Date are displayed on the Gantt Chart, as shown below.

Mission Control Salesforce Project Management Tools 22. Gantt Chart Date Warnings

These icons can be turned off within the individual User settings on the Gantt Chart or via the Gantt Chart Override settings on the Control Pad of the Mission Control Console.

Mission Control Salesforce Project Management Tools 23. Gantt Chart Date Warning Setting

Inline Edit Action Owner

You can change the Action Owner using the inline edit feature within the Data Table of the Gantt Chart. To change the Action Owner, double-click into the Owner cell that you wish to change.

Mission Control Salesforce Project Management Tools 24. Gantt Chart Action Owner Change

Start typing the name of the person you want to assign as the Action Owner. You will see their full name appear in the search box – click on the name and it will populate in the cell.

Mission Control Salesforce Project Management Tools 25. Gantt Chart Action Owner Change Search

Click away from the cell and ensure you click the Save button at the top of the Gantt Chart to commit the change.

Timesheet Enhancements

A number of enhancements have been made to the Timesheet, each of which is detailed below.

Collapsible Rows

You are able to collapse / expand rows on your Timesheet. This can be done on each row, or you can click the +/- buttons to collapse all / expand all.

Mission Control Salesforce Project Management Tools 26. Timesheet Collapsible Section

When you collapse / expand any individual row, all rows relating to the same Project will also be collapsed / expanded.

Mission Control Salesforce Project Management Tools 27. Timesheet Collapsed Section

Collapsed rows will still reflect in the summary numbers at the bottom of the Timesheet.

Hide Approval Status Setting

For customers that do not use the Approvals feature, there is a Setting within the Timesheet Settings that enables you to hide the Approval Status information at the top of the Timesheet and to the right of each individual row.

Mission Control Salesforce Project Management Tools 28. Timesheet Approval Section

To remove these sections from the Timesheet, you need to set the ‘Hide Approval Status Information’ Setting to TRUE.

Mission Control Salesforce Project Management Tools 29. Timesheet Aprpoval Display Setting

This Setting can also be controlled centrally from the Timesheet Settings on the Control Pad of the Mission Control Console.

Hide Actions with no Time Logs this week Setting

For Customers that want to start each week with a blank Timesheet, there is a Setting called ‘Hide Actions with no Time Logs This Week’ that enables you to hide Actions if you have not yet logged time against that Action this week.

Mission Control Salesforce Project Management Tools 30. Timesheet Hide Actions with No Time Logs Setting

If this Setting is TRUE, and you have not yet logged any time against any Actions, your Timesheet will appear empty, as shown below.

Mission Control Salesforce Project Management Tools 31. Timesheet with no time logs

Once you’ve logged time again an Action during this week, that Action will be loaded, as shown below.

Mission Control Salesforce Project Management Tools 32. Timesheet with a Time Log attached

If this Setting is FALSE, all Actions will load in the default manner.

This Setting can also be controlled centrally from the Timesheet Settings on the Control Pad of the Mission Control Console.

Timesheet Sorting Setting

By default, the rows within the Timesheet are sorted based on the following criteria:

  • Project Name ASC
  • Milestone Name ASC
  • Action Name ASC

 

For Customers that wish to sort the Timesheet in a different way, the ‘Timesheet Sort Order Settings’ within the Timesheet Settings enable you to specify up to 3 sort order options.

Mission Control Salesforce Project Management Tools 33. Timesheet Sort Order Setting

You can specify the Object, Field and Sort Order (e.g. ASC or DESC).

This Setting can also be controlled centrally from the Timesheet Settings on the Control Pad of the Mission Control Console.

Timesheet Column Width Setting

There are ‘Column Width Settings’ within the Timesheet Settings that enable you to adjust the width of the following columns on the Timesheet:

  • Project/Milestone
  • PAN
  • Action

 

By default, the width of these columns will be as shown below:

Mission Control Salesforce Project Management Tools 34. Timesheet Column Width Section

By entering values in the Column Width Settings, you are able to specify your desired column widths, as shown below:

Mission Control Salesforce Project Management Tools 35. Timesheet Column Width Settings

The width of these columns will then be set based on these Setting values, as shown below.

Mission Control Salesforce Project Management Tools 36. Timesheet Column Widths Adjusted

To reset the column widths back to the default values, you will need to remove the values in these Column Width Settings.

This Setting can also be controlled centrally from the Timesheet Settings on the Control Pad of the Mission Control Console.

Timesheet Filters

You can apply Filters to your Timesheet to ensure you’re only viewing the Actions that are most important to you. Simply click on the Filter icon to open up the Filters modal and apply the filters as required.

Mission Control Salesforce Project Management Tools 37. Timesheet Filter Icon

The Filters can be applied as required, alternatively, you can save any Filter selection, and that will be persistently applied each time you visit the Timesheet.

Mission Control Salesforce Project Management Tools 38. Timesheet Filters

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

Approvals Tab – Group By Checklist Items

The Approvals Tab groups Time Logs by Action. If the Time Log also relates to a Checklist Item, a fourth layer will be displayed, grouping the Time Logs by Checklist Item.

Mission Control Salesforce Project Management Tools 39. Timesheet Approvals with Checklist Items

If the Time Log has also been related to an Issue, the Issue will be displayed, as shown below.

Mission Control Salesforce Project Management Tools 40. Timesheet Approvals with Issues

Approvals Tab – Custom Fields

By default, the Approvals Tab on the Timesheet will display the following fields:

  • Project
  • Milestone
  • Action
  • Checklist Item
  • Issue
  • Time Log ID
  • Date
  • Hours Completed
  • Non Billable Indicator
  • Overtime
  • Time Log Notes
  • Project Owner Approval Status
  • Project Owner Rejection Comments
  • Role Manager Approval Status
  • Role Manager Rejection Comments

 

All of these standard Fields can be turned on/off via the Timesheet Settings.

For Customers that wish to include additional Fields on to the Approvals Tab, you will need to add Fields to the ‘Timesheet Approvals Tab Custom Fields’ Field Set.

Mission Control Salesforce Project Management Tools 41. Timesheet Approvals Field Set

Any Field added to this Field Set will be placed to the right of all standard Fields.

Role Availability Enhancements

Within Mission Control you can set a Role’s availability directly on their Role record or by creating Role Availability records relating to their Role record.

Either method enables you to specify which days of the week they work, by entering the number of hours per day.

For any day of the week, where the value is 0 or null, that day is considered a ‘Non Working Day’ for that Role.

When creating Actions [and Checklist Items], these non working days will be ignored like all other non working days (e.g. Holidays and Business Hours Settings). For example, if Mick Fanning has Tuesday set to 0 on his Role record and an Action is created and scheduled to start Monday 2nd January for 3 working days, the End Date will be scheduled to Thursday 5th January, as Tuesday 3rd January is considered a non working day for Mick.

These non working days are also visualised on the following pages:

  • Scheduler
  • Resource Assignment Wizard
  • Resource Planner
  • Timesheet

 

Mission Control Salesforce Project Management Tools 42. Timesheet Role Availability Non Working Days

The example above shows that Tuesday is a non working day for Colin.

Meeting Manager Enhancements

A number of enhancements have been made to the Meeting Manager, each of which is detailed below.

Agenda Item Collapse / Expand

The Agenda Item and Agenda Task sections now have the ability to be collapsed / expanded. Their state (e.g. collapsed or expanded) will be persistently remembered. Therefore, if you don’t use the Summary field in the Agenda Item section, you are able to collapse and leave it collapsed, providing easier access to the Agenda Tasks.

Agenda Item Auto-Save

The Save button has been removed from the Agenda Item section of the Meeting Manager. All fields within this section now force an auto-save once they have lost focus. For example, if you enter text into the Summary field and then click away from that field, the changes will be automatically saved.

Log Time for Meeting or Agenda Item

Previously, the Meeting Manager enabled you to log time to different Actions for each individual Agenda Item.

You are now able to choose whether you want to log time for individual Agenda Items or for the entire Meeting.

At the top of the Log Time section of the Meeting Manager, there is a ‘Log Time For…’ Picklist field, which provides you with the option to select a value of Meeting or Agenda Item. This is a persistent setting and will be remembered each time you use the Meeting Manager.

Mission Control Salesforce Project Management Tools 43. Meeting Manager Log Time for Meeting

When set to Meeting, you will be able to log time for the entire duration of the meeting. For example, you may be having a meeting to review one individual Project and want to log time for the entire meeting to that Project. If you’re using the Start/Stop feature, you can start at the beginning of the meeting and stop at the end.

When set to Agenda Item, you are able to log time to separate Actions for each individual Agenda Item. For example, you may be having a meeting to review the progress of several different Projects. Therefore, you may need to allocate time spent reviewing each Project. If you’re using the Start/Stop feature, you will need to start and stop for each individual Agenda Item.

Meeting Notes PDF Branding

The Meeting Notes PDF includes sections for:

  • Attendees
  • Agenda Items

 

The Headers for these two sections are branded with the following colours by default.

Mission Control Salesforce Project Management Tools 44. Meeting PDF Default Colours

For Customers that want to apply different colours to the Header sections, there are Custom Settings on the Control Pad of the Mission Control Console.

Mission Control Salesforce Project Management Tools 45. Meeting PDF Colour Settings

You can enter Hexadecimal references to match your own branding colours, as shown below.

Mission Control Salesforce Project Management Tools 46. Meeting PDF Colour Settings Custom Values

These colours will be reflected in the PDF as shown below.

Mission Control Salesforce Project Management Tools 47. Meeting PDF custom colour example

To reset to the default values, clear your custom values from the Colour fields so they are empty and click Save.

Meeting Notes PDF Enhancements

The following updates have been made to the Meeting Notes PDF to accommodate various customer requests:

  • Meeting ‘Objective’ included in the header section
  • Agenda Task cell now displays the ‘Task Comments’ field beneath the ‘Agenda Task Name’ field
  • Checkbox images for Attendee / Apology / Resolved updated to show traditional TRUE/FALSE images

 

Mission Control Salesforce Project Management Tools 48. Meeting PDF Styling Updates

Auto-Numbering Agenda Items

When creating Agenda Items, each Agenda Item will be assigned a sequential number to make it easier to refer to during meetings (e.g. Item 4).

Mission Control Salesforce Project Management Tools 49. Agenda Item Auto Numbers

Drag/Drop Agenda Items

Previously to adjust the order of Agenda Items, you were required to click the up/down icons to the right of each Agenda Item several times.

You are now able to drag and drop individual Agenda Items to the desired location by clicking and holding the ‘hamburger’ icon to the right of the Agenda Item, as shown below.

Mission Control Salesforce Project Management Tools 50. Agenda Item Drag and Drop

The sequential auto-numbering of each Agenda Item will automatically adjust each time you change the order of Agenda Items.

Sharing Trigger

The relationship between the Meeting Manager, Meeting, Agenda Item and Agenda Task are all ‘Lookup’ relationships. Therefore, if a Customer wants to apply Sharing Rules to the ‘Meeting Manager’ feature, the rules would need to be applied to all of these Objects individually.

To simplify this sharing requirement, Mission Control will automatically apply all of the Sharing Records on the Meeting Manager record to the Meeting, Agenda Item and Agenda Task records.

You are therefore able to set the Org-wide default for all of these Objects to Private, and any rules that you apply the Meeting Manager will be replicated automatically on the other 3 Objects.

This sharing logic ensures those Users that have access to the parent Meeting Manager record, also have the same level of access to the individual related records.

Create Actions Enhancements

The Create Actions page has had a number of enhancements applied to it to support customisation of which fields are displayed on the page.

By default, the following fields are available on the Create Actions page:

  • Milestone
  • Action Name
  • Status
  • Hours Scheduled – Billable
  • Hours Scheduled – Non Billable
  • Start Date
  • Working Days
  • End Date
  • Action Owner
  • Dependency
  • Action Type
  • Material Costs Scheduled (Billable)
  • Material Costs Scheduled (Cost)
  • Action Notes
  • Non Billable
  • Exclude from Billable Capacity
  • Notify
  • Exclude from Daily Digest
  • Exclude from Status Report
  • Task
  • Event
  • Start Hour
  • Start Minute
  • Exclude from Scheduler
  • Exclude from Timesheet
  • Prevent Time Logs
  • Exclude from Gantt
  • Ignore Non-Working Days
  • Is Recurring
  • Recurring Frequency
  • Number of Recurrences

Custom Override of Fields

The ‘Create Actions Page Settings’ Tile on the Control Pad of the Mission Control Console enables you to specify up to 5 x Custom Fields to be included on the Create Actions page.

Mission Control Salesforce Project Management Tools 51. Create Actions Custom Settings

However, for Customers that want to add more Custom Fields and/or remove any of the default standard Fields, a Field Set is available on the Action Object called ‘Create Actions Fields’. When using this Field Set to control the page layout, you will need to add all of the required Fields to the Field Set.

Note, Milestone, Action Name and Action Owner are not available within the Field Set, as they will always be included on the page by default.

In addition to adding the Fields to the Field Set, you will need to set the ‘Override Fields using the ‘Create Actions Fields’ Field Set’ setting to TRUE within the ‘Create Actions Page Settings’ Tile on the Control Pad of the Mission Control Console.

The Dependency field visibility is not able to be controlled via the Field Set as it is not an actual field on the Object. As such, if you do not want this field to be included on the page layout, you will need to set the ‘Hide Dependency Field’ setting to TRUE within the ‘Create Actions Page Settings’ Tile on the Control Pad of the Mission Control Console.

Minor Enhancements

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

Time Log Hourly Rate Fields

Customers have requested the ability to identify the hourly rates that are used for individual Time Logs to calculate the following fields:

  • Hours Completed Value (Billable)
  • Hours Completed Value (Cost)

 

These rates can come from a variety of sources, depending on the Billing Rate / Cost Rate, Rate Adjustments, etc. In addition, if the Time Log is Overtime, then the Overtime Ratio is also taken into account. It’s not therefore possible to simply divide the financial value by the ‘Hours Completed’ field.

Therefore, two new fields have been added to the Time Log Object as outlined below:

  • Billable Hourly Rate
  • Cost Hourly Rate

 

These fields will be automatically populated when the financial fields are calculated.

Project Clone: Milestone & Action Field Sets

To enable Customers to add Custom Fields to the Project Clone page into the Milestone and Action sections of the page, two new Field Sets have been added:

  • Project Clone: Milestone Custom Fields
  • Project Clone: Action Custom Fields

 

By adding Fields to either of these Field Sets, these Fields will be included in the Milestone / Action sections of the Project Clone page.

Milestone Clone: Action Field Set

To enable Customers to add Custom Fields to the Milestone Clone page into the Action section of the page, a new Field Set has been added:

  • Milestone Clone: Action Custom Fields

 

By adding Fields to this Field Set, these Fields will be included in the Action section of the Milestone Clone page.

Time Log Validation Rules

The following Validation Rules have been added to the Time Log Object.

Ensure_Role_Manager_Approves
Only the specified Role Manager can set the Role Manager Approval Status to Approved or Rejected

Ensure_Project_Owner_Approves
Only the specified Project Owner can set the Project Owner Approval Status to Approved or Rejected

Rate Adjustment Validation Rules

The following Validation Rule has been added to the Rate Adjustment Object.

Ensure_Start_Date_Populated
You must set a Start Date when specifying an End Date

New Field Overview

This section includes details of any changes to existing fields as well as any new fields that have been added to the solution as part of this release.

IMPORTANT: 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/Permission Sets have the required access.

Role

Field Field Type Comments
Function Picklist Picklist values controlled via the ‘Function’ Global Picklist Value Set

 

 

Project

Field Field Type Comments
Rate Card Lookup (Rate Card) Identifies the Rate Card that will be used for the Project Financials
Billing Rate Picklist Existing Field – add the following value

 

Rate Card

Cost Rate Picklist Existing Field – add the following value

 

Rate Card

 

 

Rate Adjustment

Field Field Type Comments
Rate Card Entry Lookup (Rate Card Entry) Identifies the Rate Card Entry this Rate Adjustment relates to
Rate Type Picklist Existing Field – add the following value

 

Rate Card

 

Rate Card

Field Field Type Comments
Name Text (80) Identifies the Name of the Rate Card
Account Lookup (Account) Identifies the Account this Rate Card relates to

 

Rate Card Entry

Field Field Type Comments
RCE ID Name (Auto-Number) Identifies the unique number for this Rate Card Entry (Format: RCE:XXXXXX)
Rate Card Lookup (Rate Card) Identifies the Rate Card this Rate Card Entry relates to
Function Picklist Picklist values controlled via the ‘Function’ Global Picklist Value Set
Billable Hourly Rate Currency (14, 4) Identifies the Billable Hourly Rate for this Rate Card Entry
Cost Hourly Rate Currency (14, 4) Identifies the Cost Hourly Rate for this Rate Card Entry
Skill Lookup (Skill) Identifies the Skill this Rate Card Entry relates to

 

Meeting

Field Field Type Comments
Action Lookup (Action) Lookup to the Action that time will be logged against for this Meeting

 

 

Phase

Field Field Type Comments
Name Text (80) Identifies the name of the Phase
Project Lookup (Project) Identifies the Project this Phase relates to
Status Picklist Identifies the Status of the Phase
Start Date Date Identifies the earliest Start Date of Actions within Milestones relating to this Phase
End Date Date Identifies the latest End Date of Actions within Milestones relating to this Phase
Total Actions Number (18, 0) Counts all Actions relating to Milestones within this Phase
Complete Actions Number (18, 0) Counts all Actions relating to Milestones within this Phase where the Action Status = Complete
Hours Scheduled – Billable Number (16, 2) Identifies the number of Billable Hours Scheduled on all Actions relating to Milestones within this Phase
Hours Scheduled – Non Billable Number (16, 2) Identifies the number of Non Billable hours Scheduled on all Actions relating to Milestones within this phase
Total Hours Scheduled Formula (Number 16, 2) Formula: Sum of ‘Hours Scheduled – Billable’ + ‘Hours Scheduled – Non Billable’
Hours Completed – Billable Number (16, 2) Identifies the number of Billable Hours Completed on all Actions relating to Milestones within this Phase
Hours Completed – Non Billable Number (16, 2) Identifies the number of Non Billable Hours Completed on all Actions relating to Milestones within this Phase
Total Hours Completed Formula (Number 16, 2) Formula: Sum of ‘Hours Completed – Billable’ + ‘Hours Completed – Non Billable’
Hours Remaining – Billable Number (16, 2) Identifies the number of Billable Hours Remaining on all Actions relating to Milestones within this Phase
Hours Remaining – Non Billable Number (16, 2) Identifies the number of Non Billable Hours Remaining on all Actions relating to Milestones within this Phase
Total Hours Remaining Formula (Number 16, 2) Formula: Sum of ‘Hours Remaining – Billable’ + ‘Hours Remaining – Non Billable’
Hours Scheduled Value (Billable) Currency (16, 2) Identifies the Scheduled Billable Value of all Actions relating to Milestones within this Phase
Hours Scheduled Value (Cost) Currency (16, 2) Identifies the Scheduled Cost Value of all Actions relating to Milestones within this Phase
Hours Completed Value (Billable) Currency (16, 2) Identifies the Completed Billable Value of all Actions relating to Milestones within this Phase
Hours Completed Value (Cost) Currency (16, 2) Identifies the Completed Cost Value of all Actions relating to Milestones within this Phase
Hours Remaining Value (Billable) Currency (16, 2) Identifies the Remaining Billable Value of all Actions relating to Milestones within this Phase
Hours Remaining Value (Cost) Currency (16, 2) Identifies the Remaining Cost Value of all Actions relating to Milestones within this Phase
Projected Hours Remaining – Billable Number (16, 2) Identifies the projected number of Billable Hours Remaining on all Actions relating to Milestones within this Phase
Projected Hours Remaining – Non Billable Number (16, 2) Identifies the projected number of Non Billable Hours Remaining on all Actions relating to Milestones within this Phase
Total Projected Hours Remaining Number (16, 2) Formula: Sum of ‘Projected Hours Remaining – Billable’ + ‘Projected Hours Remaining – Non Billable’
Projected Total Hours – Billable Number (16, 2) Identifies the total projected number of Billable Hours on all Actions relating to Milestones within this Phase
Projected Total Hours – Non Billable Number (16, 2) Identifies the total projected number of Non Billable Hours on all Actions relating to Milestones within this Phase
Projected Total Hours Number (16, 2) Formula: Sum of ‘Projected Total Hours – Billable’ + ‘Projected Total Hours – Non Billable’
Phase Completion Status Formula (Percent 18, 0) Formula: If Status = Complete, will display 100%. If Total Hours Scheduled or Total Hours Completed = 0 will be Completed Actions / Total Actions, otherwise Total Hours Completed / (Total Hours Completed + Total Projected Hours Remaining)

 

Milestone

Field Field Type Comments
Phase Lookup (Phase) Identifies the Phase this Milestone relates to

 

Time Log

Field Field Type Comments
Billable Hourly Rate Currency (14 ,4) Identifies the Billable Hourly Rate used to calculate the billing financials for this Time Log
Cost Hourly Rate Currency (14, 4) Identifies the Cost Hourly Rate used to calculate the cost financials for this Time Log

 

How do I upgrade?
Mission Control will be made available based on the following release schedule.

13th January 2023 – Available for manual upgrade from the AppExchange
21st January 2023 – Automatic upgrade to all Sandbox Orgs
28th  January 2023 – 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].

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