The Most Efficient Way to Manage Data in Milestones PM
Work with report-like views of any Milestones PM project data, and quickly hone in and act on the exact data you need to work with. Take advantage of all the customization you've done in Salesforce, such as custom actions on your Milestones PM objects, directly from GridBuddy Milestones PM grids. All this without ever having to leave or export your data out of Salesforce.
- Projects with Milestones.
- My Assigned Tasks with Time filtered by the current user.
- Tasks with Time and Expenses.
- GBAddOnsProjectPage - Editable related list in Project detail page.
- GBAddOnMilestoneEmbedded - Editable related list in Milestones detail page.
- Launch Tasks, Time and Expenses - An action on the Milestone object that launches the related "Tasks with Time and Expenses" grid from "Projects with Milestones" grid.
- Launch Expenses - An action on the Task object that launches the "Milestones Expenses" grid in an overlay from the "Milestones with related Tasks" grid.
- Launch Time - An action on the Task object that launches the "Milestones Time" grid in an overlay from the "Milestones with related Tasks" grid.
Post-install instructions can be found in the GridBuddy for Milestones PM Getting Started Guide.
GridBuddy for Milestones PM requires GridBuddy Unlimited version 3.22 and above. Don't have GridBuddy Unlimited or need to upgrade?
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GridBuddy for Milestones PM also requires you have the Force.com Labs Milestones PM app installed. Don't have it?
Install Milestones PM now for free.