Lookup Helper Use Case Library

Salesforce reports for time entry logs from Milestones PM+

Problem.

Detailed reports for time logged in the Time Entry grid on objects (standard and custom) other than Project Task.

Solution.

Relate two objects – Time Entry Line and the other object – with a lookup field reports can use, then auto-populating that lookup field using Lookup Helper. This allows data to be used in reporting and rollups.

Requirements: Lookup Helper, Milestones PM+ Premium Edition

Step 1: Time Entry Line lookup setting

Create a Time Entry Line lookup field relating the object in the Time Entry grid to be used for reporting.

Step 2: Lookup Helper Setting

Step 1. Select Child Object, Time Entry Line.

Step 2. Select Maintain Existing Lookup Relationship, the Lookup Field created in Part 1.

Step 3. Select Lookup Helper Setting Type, Field matches Name/Id. In the field list, select Related Object ID.

Step 4. Expand Advanced Settings and uncheck both (Allow Overwrite of Existing Lookup Field Information and Allow Clearing of Existing Lookup Field Information).

Save and run.

Step 3 (optional): Realtime Enablement

To keep this lookup field updated as new time entries are logged, activate the setting then deploy a real-time trigger for the Time Entry Line in the Enable Real Time tab following the on-screen instructions.

Once the Lookup Helper setting has completed running and the real-time trigger has been deployed, you will be able to see where you now have a related list of Time Entry Lines available on your custom object. Rollup Helper can be used to create a sum of the hours logged against the record, or reports can be created to view this data.

Please note:

(1) Any time that is logged directly as a Time Entry Line record from the related list on your parent object will not appear on the grid, it is recommend to remove the new button on the related list to avoid this being an issue.

(2) Time Tracking settings must be setup in Milestones PM+.

LH-UseCase_MPMplusPE-Time-Entry-Report_tracking-settings

Example reports

LH-UseCase_MPMplusPE-Time-Entry-Report_graphA LH-UseCase_MPMplusPE-Time-Entry-Report_graphB LH-UseCase_MPMplusPE-Time-Entry-Report_graphC

 


Step 1 walkthrough

LH-UseCase_MPMplusPE-Time-Entry-Report_step1-1

LH-UseCase_MPMplusPE-Time-Entry-Report_step1-2

LH-UseCase_MPMplusPE-Time-Entry-Report_step1-3

Step 2 Walkthrough

LH-UseCase_MPMplusPE-Time-Entry-Report_step2-1

LH-UseCase_MPMplusPE-Time-Entry-Report_step2-2

LH-UseCase_MPMplusPE-Time-Entry-Report_step2-3

 

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