Project Management

Shows all the FAQ's related to Project Management

Why do I see all the Task assignments with the same color in the background?
The colors in the Resources tab are based on the Projects and not on Task Assignments. If you have created only one Project and assigned Tasks for that ...
Mon, 8 Aug, 2022 at 5:47 PM
How do I know to which user is the task assigned to?
There are multiple tabs where you see the Task Assignment details in the Project Management app You see the user details in the "All Tasks" s...
Fri, 23 Dec, 2022 at 6:24 PM
What is a Managed Project? Where do I use a Managed Project?
Only the Projects enabled with the Managed Project check box are available for Task assignments in the Project Management app. Managed Projects are show...
Fri, 18 Nov, 2022 at 6:01 PM
Can a User create independent Template Tasks?
No, the TimeTracker user cannot create Task Templates. Only the Project Manager or the person that has access to the "Template Projects" tab can ...
Thu, 24 Nov, 2022 at 3:17 PM
Can a User who does not have Task Assignments on a Project see the Task Assignments?
The user sees the Tasks That is assigned to the User And the Tasks that are created in the org and not assigned to anyone.
Fri, 9 Dec, 2022 at 4:45 PM
What is Project Hourly Rate? How do I use it?
There are two ways to bill the customer,  The Project Hourly Rate, or Hourly Billing Rate The Project Hourly Rate: This is the field on the Proj...
Tue, 29 Nov, 2022 at 12:31 PM
What is the Project Estimated Amount? How do I use it?
The Project Estimated Amount is the Estimated amount on the Project. That means if the Project Estimated Amount is $100000. Then you can bill the customer ...
Fri, 25 Nov, 2022 at 6:28 PM
Understanding the Project Management module.
The Project Management module is used for Project planning, resource allocation, and scheduling. It enabled Project Managers as well as entire teams to cont...
Tue, 3 Jan, 2023 at 4:36 PM
How do I create a Template Tasks?
Task templates make it easy to standardize tasks in your project so you can use those templates to quickly set up the same tasks over and over again. To cr...
Fri, 26 May, 2023 at 4:07 PM
What are the different types of hours in the Tasks?
There are 3 types of Task hours that you see in Salesforce. This article explains more about the hours on the Tasks. Total Hours on Task, Assigned...
Fri, 2 Feb, 2024 at 5:26 PM