17 Aug. 1995|
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The most important part of any project are the tasks that need to get done and the goals (milestones) that need to be attained. To quickly and accurately define the Milestones that define a Project and the Tasks needed to complete each Milestone, we need an easy view to see this data together.
STEP 2 - CREATE A VISUALFORCE PAGENext we will create a Visualforce page for our grid to embed in the project page.
STEP 3 - ADD YOUR VISUALFORCE PAGE TO THE PROJECT PAGE LAYOUTNow go to any Project record detail page and select “Edit Layout” in the top right corner. Once you save your layout, you will see the embedded grid on all your Project record detail pages for the page layout you just edited.
Transform your services business by utilizing the latest in cloud technology and forward-thinking PSA functionality to exponentially increase revenue, improve resource management metrics and optimize project profitability. The social revolution has inspired us to think differently about how project teams operate. You need to track all the financial underpinnings of a project including budgets, estimates, WIP, pre-bills, bookings, invoices, billing milestones, percentage complete, and costs. Today we are building tools to put the customer at the center of project management to help your teams work more collaboratively and more efficiently and, in the end, provide more value to your clients. Give your team easy to use mobile and social solutions that keep projects on time, customers happy and reports up to date.
It brings all the business details together so you’ll know exactly where your project financials stand at anytime.