Track Hours, Expenses on Salesforce Project Task page

Written by Passage Technology | Dec 08, 2021

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.

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)

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)

Panel selector: Fields, unless noted

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

Part 3, Related Lists

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).

Project Task Name
Milestone
Project
Start Date
Due Date

Step 3: Lightning Record pages

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

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.

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