Tracking Hours and Expenses on Project Task page layout

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Salesforce page layouts are the user interface for your working business, and our free project management app Milestones PM+ can be customized to improve data visibility and user productivity. Being 100% Salesforce-native means Project records, like Task and Resource, and non-Project records, like Product and Case, are seamlessly compatible for lookups, reporting, and charts. No matter how you use projects in Salesforce –

  • Service Cloud: Cases on Tasks and Solutions on Milestones
  • Sales Cloud: Tasks based on Contacts, Products on Milestones, and Opportunity on Project
  • Marketing Cloud: Content Alignments on Tasks and Content on Milestones

– Milestones PM+ pages can be tailored for any use case.

Salesforce project management task app tracking Hours and Expenses Milestones PM+Salesforce project management task app tracking Hours and Expenses Milestones PM+
Optimizing Project Task for Hours and Expenses in Salesforce

This will be completed in Object Manager, of which step 3 will redirect to Lightning App Builder.

Step 1: Page Layouts

For record details, action buttons (found in Highlights Panel of step 3), and related lists. Once complete, verify page layout assignments.

Part 1, Salesforce Mobile and Lightning Experience Actions (buttons)

Salesforce project management task app tracking Hours and Expenses Milestones PM+

Panel selector: Mobile & Lightning Actions

  • Edit
  • New Task
  • Complete Task
  • Clone
  • Move to New Milestone
  • Delete
  • Printable View

Part 2, Task Detail (three sections of two columns)

Salesforce project management task app tracking Hours and Expenses Milestones PM+

Panel selector: Fields, unless noted

  1. Information
    • Project Task Name
    • Milestone
    • Overall Status
    • Project
    • Complete
  2. Expense & Hours
    • Estimated Expense
    • Total Expense
    • Expense Balance
    • Estimated Hours
    • Total Hours
    • Hours Balance
  3. More
    • Visualforce Page: Milestone1_Move_Task_Detail
    • Description
    • Created By
    • Last Modified By

Part 3, Related Lists

Salesforce project management task app tracking Hours and Expenses Milestones PM+

Panel selector: Related Lists

  • Time
    • Hours
    • Incurred By
    • Date Incurred, sort descending
    • Project Time Name
  • Expenses
    • Amount
    • Incurred By
    • Date Incurred, sort descending
    • Project Expense Name
  • To Dos
    • Project Todo Name
    • Complete

Step 2: Compact Layouts

For ‘Included Fields’ of the Highlight Panel at the top of the record. Also displays in the Salesforce mobile app and, if applicable, email integrations (Outlook, Gmail).

Salesforce project management task app tracking Hours and Expenses Milestones PM+
  • Project Task Name
  • Milestone
  • Project
  • Start Date
  • Due Date

Step 3: Lightning Record pages

Salesforce project management task app tracking Hours and Expenses Milestones PM+

Drag and drop each Component onto the page, Save, then Activate.

  • Highlight Panel
    • Hide Follow/Unfollow button: checked
    • Visible action buttons: 7
  • Main region: Tabs
    • Details
      • Record Detail
    • Chatter
      • Chatter Publisher>Global
      • Chatter Feed>Record
  • Right sidebar
    • Related Lists>Default
    • Custom – Managed component: MPM Plus To Do List

Read more: Display project data on Salesforce records with page layout Related Lists

To Do: Related List vs LWC

The argument for the Related List is the ability to customize which fields to display (Step 1 part 3, the gear icon next to the list header).

The argument for the Lightning Web Component is one-click Completion updating and one-click new To-do creation.

Display project data on Salesforce records with page layout Related Lists Milestones PM+ Use Case Library Salesforce Task Notifications and Project Resource Alerts
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