Project Management Tool - PMT

Fills the Project Mgmt gap nicely

Overall, this is a great PM tool, filling the gap in native Salesforce functionality - not too complex, yet enough depth to satisfy most PM requirements. Only issue we have is that when you create a Phase, using the [Create Phases] button, and you enter text into the Description field - this does not get passed to the Description field on the Phases that are created. Small problem, but causing the users some confusion.

Incorrect formulas

I just installed the trial (version # 1.12) to our partial sandbox. Qtr of Completion is off by a fiscal year. If I use 1 (January) in PMT metadata settings, same as for our Fiscal Year setting, and the project has an End Date in calendar year 2025, the Qtr of Completion field starts with FY26. I would expect FY25. The Milestones List due dates are all off by one day. If I put a start and end date of 4/1/2025 for our client kickoff meeting, the Milestones List has it as 3/31/2025 instead.

Unable to Install in Trailhead Playground (Multiple Times)

Does not recognize my connected account, and continues to loop me back to the "Sign Up for a Free Trial" page every time I click "Get It Now". I was only able to see the version on "Try It Free", which acts as a deterrent from the tool in my opinion.

Unable to install

I'm unable to install in my sandbox I receive this error Problem: 1. Layout(PMT_Resource_Allocation__c-PMT Resource Allocation Layout) The ActionId specified was invalid for ActionType QuickAction. PMT_Resource_Allocation__c-PMT Resource Allocation Layout: The ActionId specified was invalid for ActionType QuickAction. 2. Layout(PMT_Resource_Availability__c-PMT Resource Availability Layout) The ActionId specified was invalid for ActionType QuickAction. PMT_Resource_Availability__c-PMT Resource Availability Layout: The ActionId specified was invalid for ActionType QuickAction. 3. Layout(PMT_Task__c-PMT Task Page Layout %28FY20-Q1%29) The ActionId specified was invalid for ActionType QuickAction. PMT_Task__c-PMT Task Page Layout %28FY20-Q1%29: The ActionId specified was invalid for ActionType QuickAction.

Flow on User Create/Update

Trying to set this App up in our sandbox. Per the Admin guide I created a flow on user create/update with a single apex action - Create PMT Resource Availability on User creation apex-inov8__PMT_CreateResourceAvailability2 I can't figure out how to set the lstUser parameter. What resource should I use?

I have a problem with the Phases Health and Status

I modify the Picklist of Phase Health and Project Health by mistake. I change the values in order to adapt to my language but now the formulas doesn't work. Can anybody provide me the original API names for that picklist or tell me where I can find it? Thank you so much.

Sub-task creation

Is it possible to create sub tasks for tasks on the PMT?

The Fiscal year is always +1

I don't know why, but the fiscal year is always one year ahead. Since I can't edit the formula that calculates this, the system isn't working correctly because the resources and availability don't match the corresponding year. Please,I need a solution. Thanks! PD: I tried going to set up > search for Custom Metadata Types > locate PMT Setting and select manage records and then changing Start Month of Fiscal Year from 2 to 1 then clicking save. But always keep 2 in the predetermined value

Fairly easy to use, not the best solution for pms though

I liked that it was easy to install, and edit some things to be custom. I have a small team that was looking for a PM tool, and I thought directing them to Salesforce would be best rather than looking at an external tool. I've set up project templates, with phases and all tasks that the team needs to it would be easy for them to plug and play using the templates. Although, only admins see the "Use this Template" button which is more than unideal. Reached out to SF support but this is a hard coded thing through the managed package, so I did all this work but it's not going to solve our issues unless my colleagues are able to see that "Use this template" button for the flow to make/copy into a new project. Any ideas? Has anyone worked around this?

Getting an error on Resource Allocation component on Project page

Hey guys, Love the package just a couple small things that we're getting hung up on. We created a screen flow so that the user can just click create new project button on main page of project list view and then select which template to use and then a screen for a link to the record because when we use the use this template button it just ends the screen flow you have and leaves you back on the template. Anyways we have everything working good with phases, tasks and resource allocation but something we noticed is that when you click into the project that was just created and then click the resources tab it will say Warning no record found. But I added in the related list to the page and it shows that the resource allocations were in fact created and are linked to the project correctly. Not sure how to solve for this since when you use the use this template button that resource allocation component does work and show recommended users vs all users but just need it to work with our flow and since we cant see into yours I thought I would write you here. Look forward to hearing back!