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Production 2.0 Setup (Enhanced Project and Project Activities)

Shane Wright
  • Updated

Developed enhanced Production Management capabilities within our managed package to empower users with best-in-class tools for effortless project oversight, task coordination, and multi-project management, leading to improved efficiency and project delivery.

 

Note: Project Activities Start and End Dates are required in order for functionality to work properly and roll-up to the Project.

 

Existing Customers:
To transition from the current Production to Production 2.0 functionality, it is recommended to create a Sandbox and do the following to train your team:

  • Assign Project 2.0 and Project Activity 2.0 Layouts to your Profile(s)
    • From Setup > Object Manager > Project 

 

Go to Page Layouts

Choose Page Layout Assignment then click Edit Assignment 

Here you can select which Profiles should see the new Production 2.0 Page Layout. Use Ctrl+click to select multiple User Profiles at one time. 

Then use the Dropdown menu to change the Page Layout to Project 2.0 Layout

  • Add either Production  - Basic or Production - Plus permission set to your Users
    • Go to Setup > Users > Permission Sets 

Choose the Production Plus Permission Set, then click Add Assignment 

Select the Users who should be able to use the new Production 2.0 App and set the Permission Set to never expire. 

  • Clone the Project Activity Lightning record page, and Save.
  • On Project Activity Object Activate the Validation Rule "Expected_Duration_Days_Required"
    • Setup > Object Manager > Project Activity > Validation Rules > Expected_Duration_Days_Required

Use the dropdown arrow to Edit the Validation Rule

Click the Active checkbox

  • Go to the Setup > App Manager > click the Arrow and choose Edit next to i360 Production App

Go to User Profiles and choose the Profiles which need access to the Production Gantt chart

Once your team is trained and ready to use, follow the above steps in your Production org.

 

The following fields, page layouts, permission set and functionality have been added:

Fields:

  • Project
    • Calculated End Date
      • Roll-Up Summary (MAX Project Activity)
      • The calculated End Date of the Project based on the End Date of the last Project Activity
    • Calculated Start Date
      • Roll-Up Summary (MIN Project Activity)
      • The calculated Start Date of the Project based on the Start Date of the first Project Activity
    • Completed Project Activity Units
      • Roll-Up Summary (SUM Project Activity)
      • Roll-Up Summary of the Project Activities completed
      • Omits Project Activities that are 'On Hold' and 'Canceled' 
    • Completion Percentage
      • Formula (Percent)
      • Shows a Roll-Up Summary of Completion % from Project Activities
    • Duration Days
      • Roll-Up Summary (SUM Project Activity)
      • Shows a Roll-Up Summary of the total number of Working Days in the Project from the Project Activities
      • Omits Project Activities that are 'On Hold' and 'Canceled' 
    • Duration Hours
      • Roll-Up Summary (SUM Project Activity)
      • Roll-up Summary of all Project Activities Working Hours
      • Omits Project Activities that are 'On Hold' and 'Canceled' 
    • Health
      • Customizable Picklist
      • Select a color choice that represents the health of the Project
    • Length
      • Formula (Number)
      • The duration of the project in days, calculated start and end date of the Project
      • Formula: IF( i360core__Completed_On__c != null || i360core__Completion_Percent__c == 100,
        IF( i360core__Completed_On__c = i360core__Calculated_Start_Date__c, 1,
        MAX(i360core__Completed_On__c - i360core__Calculated_Start_Date__c, 0) + 1),
        (i360core__Calculated_End_Date__c - i360core__Calculated_Start_Date__c) + 1)
    • Project Activity Completion Percent
      • Formula (Percent)
      • Shows the calculated completion percent of all Project Activities
    • Project Activity Status Max
      •  
        • Roll-Up Summary (MAX Project Activity) see Status Enum field on Project Activity: 
          IF( i360core__Completed__c, 0,
          IF( OR (i360core__On_Hold__c, i360core__Canceled__c), -1,
          IF( i360core__Completion_Percent__c > 0, 1, 2)))
      • A roll-up from Project Activity Status Enum used to drive overall Project Status
    • Project Activity Status Min
      •  
        • Roll-Up Summary (MIN Project Activity) see Status Enum field on Project Activity: 
          IF( i360core__Completed__c, 0,
          IF( OR (i360core__On_Hold__c, i360core__Canceled__c), -1,
          IF( i360core__Completion_Percent__c > 0, 1, 2)))
      • A roll-up from Project Activity Status' used to drive overall Project Status
    • Project Name
      • Populated with trigger by default: Contact Full Name : Product Category
        • Example: Jill Wright: Siding, Windows
        • If the Project has no product categories, "unspecified" will be used until a Product Category is selected.
      • The automation can be turned off allowing your team to edit
        • Custom Settings > Trigger Settings > Project Name Automation
    • Project Progress
      • Formula (Text)
      • Shows the progress of the whole Project based on Completion %
    • Project Status
      • New Status field
      • Not Customizable
      • Formula Text:
        • IF( NOT( ISBLANK(i360core__Sale__r.i360core__Canceled_On__c)), 'Canceled',
          IF( i360core__Project_Activity_Status_Max__c <= 0, 'Completed',
          IF( ISBLANK(i360core__Project_Activity_Status_Min__c) || (i360core__Project_Activity_Status_Min__c == i360core__Project_Activity_Status_Max__c && i360core__Project_Activity_Status_Min__c > 1),
          'Not Started',
          'In Progress')))
  • Project Activities:
    • Canceled
      • Checkbox
      • Indicates sign off by the Project Manager or User that the Project Activity is canceled
    • Canceled On
      • Date
      • Indicates the date the Project Manager or User canceled the Project Activity
    • Completed
      • Checkbox
      • Indicates sign off by the User or Project Manager that the Project Activity is complete
    • Completed Contribution
      • Formula (Percent)
      • Calculates the weight of the Project Activities contribution to Project
      • Formula: (i360core__Completion_Percent__c / 100.0) * i360core__Duration_Working_Days__c
    • Completion Percent
      • Percent(3, 0)
      • The completion percentage of a Project Activity as estimated by a project team member or a project manager
    • Completion Status
      • Formula (Text)
      • Status of Activity at the time of completion
      • Values
        • Incomplete
        • Early
        • On Time
        • Late
    • Contribution to Project (%)
      • Formula (Percent)
      • Calculates the weight of the Project Activity contribution to Project %
      • Formula: i360core__Duration_Working_Days__c / i360core__Project__r.i360core__Duration_Days__c
         
    • Contribution to Project Completion (%)
      • Formula (Percent)
      • Calculates the weight of the Project Activity contribution to Project Completion %
      • Formula: i360core__Contribution_To_Project__c * i360core__Completion_Percent__c
    • Duration Working Days
      • Based on Business Hours and Territory of the Project's Address
        • (Setup > Business Hours)
        • Territory Name must equal Business Hours Name otherwise used Business Hours "Default" record.
        • It will respect the Business Hours Holiday records
      • Number(5, 0)
      • Number of working days calculated using Business Hours and the Start and End Date/Times
    • Duration Working Hours
      • Based on Business Hours and Territory of the Project's Address
        • (Setup > Business Hours)
        • Territory Name must equal Business Hours Name otherwise used Business Hours "Default" record.
        • It will respect the Business Hours Holiday records
      • Number(6, 2)
      • Number of working hours calculated using Business Hours and the Start and End Date/Times
    • End Date
      • Date
      • The End Date of the Project Activity
    • Expected Duration Days
      • Number(18, 0)
      • The number of days expected to complete a Project Activity
    • Health
      • Customizable Picklist
      • Select a color choice that represents the health of the Project Activity
    • Length
      • Formula (Number)
      • System calculation of the number of days of the Project Activity
    • On Hold
      • Checkbox
      • Indicates if the Project Activity is on hold
    • Progress
      • Formula (Text)
    • Start Date
      • Date
      • The Start Date of the Project Activity
    • Status
      • Not Customizable
      • Formula (Text): 
        • IF ( i360core__Completed__c, 'Completed',
          IF( i360core__On_Hold__c , 'On Hold',
          IF( i360core__Canceled__c, 'Canceled',
          IF( i360core__Completion_Percent__c > 0,
          IF( TODAY() > DATEVALUE(i360core__End__c) , 'In Progress - Late' , 'In Progress' ),
          IF ( TEXT(i360core__Project__r.i360core__Status__c) = 'Canceled', 'Canceled',
          IF( TODAY() > DATEVALUE(i360core__Start__c) , 'Not Started - Late' , 'Not Started' )
          )))))
      • Calculated Status based on Start and End Dates, as well as other fields
        • Values:
          • Completed
          • On Hold
          • Canceled
          • In Progress - Late
          • In Progress
          • Not Started - Late
          • Not Started
    • Status Enum
      • Formula (Number):
        • IF( i360core__Completed__c, 0,
          IF( OR (i360core__On_Hold__c, i360core__Canceled__c), -1,
          IF( i360core__Completion_Percent__c > 0, 1, 2)))
      • System field, not visible

Validation Rules:
 

  • Project Activities
    • Completion Percent is Valid
      • Completion Percent must be between 0% and 100%
    • Ensure Canceled Exclusivity
      • If the record is marked as Canceled, both Completed and On Hold must be unchecked
    • Ensure Completed Exclusivity
      • If the record is marked as Completed , both Canceled and On Hold must be unchecked
    • Ensure On Hold Exclusivity
      • If the record is marked as On Hold, both Canceled and Completed must be unchecked
    • Expected Duration Days Required
      • Project Activity requires an Expected Duration (Days) greater than zero

Permission Sets:
 

  • Production  - Basic
    • Permission Set to allow users to access Production only. Intended to add on to Basic Platform User Profile to grant read/edit to Project and Project Activities and their associated fields
  • Production - Plus
    • Permission Set to allow users to access Production only. Grants higher-level access to Project/Project Activities/Permits/Project Costs

Page Layouts: Ensure that the Profile is assigned the new record page layout!

  • Projects
    • Project 2.0 Layout
  • Project Activities
    • Project Activity 2.0 Layout

 

List Views:

  • Projects
    • Production View
      • Shows Project Name, Project Status, Calculated Start and End Dates, Duration (Days), Duration (Hours), Completion (%) and Project Progress

  • Project Activities
    • Project Activity Progress
      • Project Activity Name, Completion (%), Progress, Start and End Dates and Assigned To
    • Project Activity Health
      • Project Activity Name, Assigned To, Start and End Dates, Health

 

Reports:

  • Project Activities by Status
  • Not Started - Late Project Activities
  • Late Project Activities
  • In Progress - Late Project Activities
  • Open Projects (Duration)
  • Incomplete Project Activities by Project
  • Projects Completed This Year

 

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