To view the detail information for a project, users click the green arrow which opens up a new browser tab displaying the project details view.  This view provides several sub-tabs which contain all of the project information that users need to manage their projects.

At the very bottom of the page, you will notice that the page footer contains several project related data.   In the example below, you will the project name, start/end dates and the project estimated hours.

Customizing The Page Footer

When setting up Project Pulse, you can customize what information is displayed in the page footer to that which is most useful for your business.

Navigate to Setup >> Create >> Objects and click on Project Pulse.  Scroll down the page and you will see a related section called Field Sets.

Adjusting the Project Pulse Footer Fieldset

 

To manage which Project fields are displayed in the Project Detail page footers, simply drag the desired fields into the list box and save your changes.

About Jeff Kennedy

Jeff Kennedy is the Sr.VP and General Manager of the Configero Products division. Jeff has a engineering degree from Marquette University. Over his career, Jeff has performed roles as software developer, system and software architect, professional services management, sales management and management consulting. Jeff founded the Configero products division in 2012 and this division of our company now has 2 market leading applications and enjoying explosive growth. We have many F500 customers using our technology and applications to improve their business operations and profitability.

Entries by Jeff Kennedy