Salesforce Project Management Software by Aprika

Training Videos

Training Videos

We know there’s plenty of people out there that prefer to watch rather than read. So…we’ve put together a range of short ‘How To’ videos that will take you through how to use all of the key features within Mission Control.

Whether you’re looking to discover how to launch a new project, create a Role, manage your project via the Gantt Chart or update your Actions using the Kanban Whiteboard, we’ve got you covered. All that’s left is for you to settle in, grab your popcorn and discover what Mission Control has to offer!

High Level Overview – Training Video

This 27-min video will provide you with a quick introductory demo into all of the main features within Mission Control.

Mission Control Deep Dive – Training Video

This deep dive demo provides a 1 hour detailed review of all the key features being used to manage a project.

Installing Mission Control – Training Video

How To Video: Guiding you through installing Mission Control from the AppExchange.

Console Overview – Training Video

How To Video: Explaining the various features of the Mission Control Console.

Creating Roles, Teams & Skills

How To Video: explaining how to create Roles, Teams and Skills as well as assigning Roles to teams and building up a Skills Profile for each Role

Launch a New Project – Training Video

How To Video: Walking you through how to quickly and efficiently create a new Project.

Create Actions – Training Video

How To Video: Dive into 'Create Actions' page, which provides the ability to mass create / mass edit Actions related to a particular Project or Milestone.

Project Clone – Training Video

How To Video: Discover how the Project Clone feature enables you to perform a deep clone of an entire Project Plan.

Milestone Clone – Training Video

The Milestone Clone page enables you to clone an individual Milestone along with its related Actions, Checklist Items and Contributors

Milestone Loader – Training Video

The Milestone Loader enables you to copy multiple Milestones and their related Actions, Checklist Items and Contributors into your Project

Action Cloning – Training Video

How To Video: Explains how you can perform a 'Deep Clone' of the Action and related Checklist Items and Contributors

Billing Events – Retainer Billing

How To Video: Discover how you can create Billing Events for a set retainer amount on a periodic basis for clients you have ongoing retainers/support contracts with

Billing Events – Manual Billing

How To Video: Discover how you can create Billing Events manually for either Fixed Price or T&M Projects

Billing Events – Milestone Billing

How To Video: Discover how to leverage the Milestone Billing feature within Mission Control to generate Billing Events automatically when you complete Milestones on your Projects

Billing Events – Deposit to T&M

How To Video: Discover how you can leverage the Deposit to T&M billing feature to invoice an initial deposit and then automatically switch to periodic T&M ongoing once the initial deposit has been consumed

Billing Events – Periodic Billing

How To Video: Discover how you can use the periodic billing feature to generate Billing Events automatically for your Time & Materials Projects

Billing Events – Retainer to T&M

How To Video: Discover how you can leverage the Retainer to T&M billing feature to invoice periodic retainer invoices and then automatically switch to periodic T&M ongoing once the retainer has been consumed

Billing Events – Billing Generator

How To Video: Discover how to generate a multi-line Billing Event Invoice for progress claims across multiple Milestones within your Project

Project Requests

How To Video: Walk through of the Project Request Object, enabling you to auto generate Projects from any Standard or Custom Object

Setup Project Auto-Generation

How To Video: Walk through of the set up required to leverage the Auto-generation functionality on the Opportunity Object

Auto-Generation – Opportunity Generation Method

How To Video: Walk through of the Project Auto-Generation 'Opportunity' Generation Method

Auto-Generation – Products Generation Method

How To Video: Walk through of the Project Auto-Generation 'Products' Generation Method

Auto-Generation – Products – No Duplicates Generation Method

How To Video: Walk through of the Project Auto-Generation 'Products - No Duplicates' Generation Method

Role Utilisation Report

The Role Utilisation Report provides you with insight into the utilisation and billable target performance rates of your project resources

Auto-Generation – Product Quantity Generation Method

How To Video: Walk through of the Project Auto-Generation 'Product Quantity' Generation Method

Auto-Generation – Base Template + Products Generation Method

How To Video: Walk through of the Project Auto-Generation 'Base Template + Products' Generation Method

Auto-Generation – Base Template + Products – No Duplicates Generation Method

How To Video: Walk through of the Project Auto-Generation 'Base Template + Products - No Duplicates' Generation Method

Auto-Generation – Base Template + Product Quantity Generation Method

How To Video: Walk through of the Project Auto-Generation 'Base Template + Product Quantity' Generation Method

Project Overview – Training Video

How To Video: Walking you through all of the key features of the Project Overview page.

Gantt Chart – Training Video

How To Video: Explaining all of the features and functionality within the Gantt Chart.

Kanban Whiteboard – Training Video

How To Video: Walk through of all the features the Kanban Whiteboard has to offer.

Checklist Board – Training Video

How To Video: Dive into the Checklist Board, which is a Kanban board enabling you to keep track of the status of the Checklist Items relating to your Projects.

Timesheets & Tracking Time – Training Video

How To Video: Discover all the different ways of logging time within Mission Control.

Mobile App Time Logger

How To Video: Discover how to use the Mobile App Time Logger to log time from your mobile device

Resource Planning Scheduler – Training Video

How To Video: Explaining all the features of the Scheduler that can help you with resource capacity planning.

Expense Management – Training Video

How To Video: Discover all the different ways of keeping a track of expenses on your projects.

Resource Assignment Wizard – Training Video

How To Video: Use the RAW to search for resources based on team membership, skill profile, proficiency and capacity.

Contributor Management

How To Video: Walkthrough of the Contributor Management feature, and how it can assist you in assigning multiple resources to work on one particular Action within your Project

Holiday Management

How To Video: Discover how to keep a track of PTO requests, Public Holidays, Sick Leave, and Holiday Allowances.

Action Pad

How To Video: check out all the functions and features available to you using the Action Pad to keep on top of your project progress

Risk Log – Training Video

The Risk Log enables you to identify, manage and mitigate your project risks. Use it in context of an individual project or view all risks across the board

Issue Log – Training Video

The Issue Log allows to you identify, track and resolve any issues relating to your Project, Actions or Checklist Items

Retrospective Board – Training Video

The Retro Board allows your project teams to carry out project retrospectives to capture your lessons learned

Meeting Manager – Training Video

How To Video: Discover how the Meeting Manager helps you keep a track of all your project team meetings.

Reassignment Wizard – Training Video

How To Video: Discover how you can mass transfer ownership between Roles using the Reassignment Wizard

Project Financials – Manage Rates

How To Video: Walk through of the various options available to track the Billing and Cost Financials of your Projects

Project Financials – Manage Rates: Standard

How To Video: Walk through of the 'Standard' method available to track the Billing and Cost Financials of your Projects

Project Financials – Manage Rates: Role-based

How To Video: Walk through of the 'Role-based' method available to track the Billing and Cost Financials of your Projects

Project Financials – Manage Rates: Skill-based

How To Video: Walk through of the 'Skill-based' method available to track the Billing and Cost Financials of your Projects

PMO Dashboard – Training Video

How To Video: Understand how to use the PMO Dashboard and how it can help you keep on top of your projects.

Revenue Recognition – Training Video

How To Video: Get to know the Revenue Recognition to identify when your project revenue can be recognised.

Project Health Check – Training Video

How To Video: Walk through of using the Project Health Check feature to report on progress

Budget Items

How To Video: Walkthrough of Budget Items illustrating how they can assist with managing Project Budgets