Where is this configured? In order to record time, your organization must first enable time entry on objects. Please contact your administrator to enable time entry on objects.
Hello,
You can configure which objects you can log time against by clicking on the gear icon found on the Time Entry grid.
You can find the documentation on this here:
https://passagetech.my.site.com/KnowledgeBase/s/article/Time-Entry-Grid-SetupHi All,
I have a requirement to populate the
"Actual Start Date" and "Actual Finish Date" fields on the Project record based on its related Milestones in MPM+.
I’ve observed that the Milestone Start Date and Due Date fields automatically roll up to the Project’s Kickoff Date and Deadline, respectively.
Does MPM+ provide a native feature to roll up Actual dates from Milestones to the Project, or will I need to implement a custom solution (e.g., using Flow, Apex, or custom rollups)?
Regards,
Mangesh Kadam
Hello,
Divya is correct in MPM+ the Actual start and Finish dates are independent to lower level records in the project such as Milestone and Task.
Those date fields will be automatically updated when the Status of the project changes, however neither the dates nor the Status field will change based on the Milestone or Task objects.
Hi All,
I am facing a issue related to project object i.e prpject records are not getting created in my dev sandbox although its working fine in testing orgs and production as well. I checked the permissions package version all are looking good but still we face this issue. Please let me know if anyone has faced the similar issue OR if we have any setting required to get this worked.
Please reach out to me on
varun.aggarwal.sfdc@gmail.comif anyone has anything to contribute.
Thanks.
Hello Varun,
I see where you have also opened up a case with our support team, and I will be able to follow up with you there by email.
Project creation not working is usually tied to the template trying to be imported. First we would recommend trying to import the template from the import template tab with real-time project creation turned on.
This is the best way to bring any issues with importing to the front as an error message will show on the page what is blocking it from importing as expected.
Recently I've noticed that when all my tasks under a milestone are completed, the milestone doesn't automatically complete as well any more. Has this affected any one else?
Hello Kushagra,
If you have the custom setting turned on for Auto Milestone Completion it will change the status of a milestone from cancelled to complete when all the tasks under the Milestone have been completed.
In order to avoid this from occurring we would recommend disabling the setting.
I keep getting errors when uploading tasks and adding the Salesforce ID for the Milestone:
Attempt #1 I added the Name
| MALFORMED_ID:Milestone: id value of incorrect type: 01-Onboarding:MPM4_BASE__Project_Milestone__c --
Attempt #2 - I changed to Milestone ID
Attempt #3 - I tried Milestone Import ID
Nothing is working. Is there a template someone can share to upload tasks?
Hello Mildred,
Milestones PM+ Tasks are Detail records in a Master Detail relationship to Milestones in Salesforce, so it is not possible for a task record to exist without a Milestone.
When importing tasks from another environment the Milestones for those tasks need to be imported first, when you do so they will receive a Salesforce Id for the record in the new environment.
You must then export what the Milestone IDs from the new environment are then put them in the matching tasks on your import file manually.
If you would like help with a data migration project this is something our Development Services team would be able to assist with, please let us know and I will be able to connect you with our team.
Hello Austin,
Tasks share a Master-Detail relationship with Milestone, so all tasks must have a single parent Milestone.
You can add additional Lookup fields to Project on task however they will not leverage MPM+ functionality or appear on the Gantt chart.
1. I am facing issue related to project while i am changing status to 'Canceled' on Project then it automatically change back to 'Active' status.(I have deactivate 'Active' status value on Project, Milestone and Task)
a. Also, update its Milestone and Task status as well
2. So, the question is, While i update status to 'Canceled' status need to be 'Canceled' instead of 'Active'
3. Also, I have created custom trigger on 'Task(Milestone)' object as per custom requirement and i have use 'Project.Status' field in this custom trigger only for check condition.
4. Also, can you please suggest is there any configuration on Milestone Setting ?
Thanks in advance
Hello,
Another setting that can impact the stage of a Task/Milestone would be: Auto Milestone/Task Completion
When enabled:
-If a milestone is complete, all of the tasks belonging to the milestone will be marked as complete.
-If all of the tasks belonging to a milestone are complete the milestone will be marked complete.
This can cause the stage field to change, and if you are seeing unexpected changes to the stage it would be recommended to disable this as a troubleshooting step
I have updated the previously linked Knowledge article to include this setting as well.
I've added it to our layout and when I click on Start Timer it says "starting timer" but the timer never appears.
And if I click on Stop Timer nothing happens. No time entry is being created.
Hello Lorena,
We do not have any currently known issues with the Task Timer, however I do see where you also opened a case with us.
From that case we will be able to reproduce this issue and investigate the root cause in order to work towards a solution.
I just updated my sandbox org to version 15.3 but the update broke one of my automations. Is there a way to go back to the previous version installed, 14.8? Thank you.
Hello Lisa-Victoria,
Unfortunately Salesforce does not allow for downgrading packages, however we would be happy to look into this issue for you.
Would you be able to send an email to support@passagetech.com after granting login access to the environment where you are seeing the issue?
We will then be able to investigate the issue you are experiencing and work towards a solution.
Attached is the screen shot of the issue we are facing - can anyone please take a look and help.
We have renamed the field names quite a bit - "Planned Start Date" is kickoff date and Planned finish date" is deadline.
and the issue is "Actual workday duration" is just copying the value from "workday duration" instead of calculating the difference between "actual start date" and "actual finish date" and it was working fine earlier - anything changed in the trigger recently or do I need to update any setting from our end?
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Hello Vara,
Since you mentioned that you renamed the fields and your screenshot only shows field labels, unfortunately we cannot come to any conclusions based on your screenshot.
If you would like our support team to investigate this, please reach out to support@passagetech.com and we will be happy to provide assistance.
