Cloud Coach Admin Tab

Overview

The Cloud Coach Admin tab combines the settings for your project and different processes to create and customize.

Note: Access to the Cloud Coach Admin tab is granted by the CCPE | Extension – Admin permission set. If the Cloud Coach Administrator does not have System Administrator access, the CPE | Extension – Admin permission set must be assigned. 

Getting Started

This section provides users with an easy way to navigate into the Cloud Coach Academy. The Systems Check tab will display if an org is missing any configuration that cannot be updated in historic orgs such as managed picklist values or checking the Salesforce Connector. 

User Interface

User Interface allows users to customize their user interfaces. 

Project Setup will allow users to turn on and off navigation tabs within the Project app.

More information: Project Setup

My Day Dashboard will allow Admin to create an Org-Wide Default Dashboard for users’ My Days.

More information: My Day Home

Field Sets will give System Admins a fast way to see and create all of the fields sets that can be edited within the tool.

More information: Field Sets

Color Tag Sets will let users standardize the color labels related to their project tasks or kanban cards. 

More information: Color Tags

Lightning Components will let users create custom components and widgets for use in My day Dashboards or Project Dashboards.

More information: Custom Widgets for Dashboards

Processes

Within Board Processes, you can create and customize different processes. Before creating a new one, you should look through the processes that come out of the box in case one of them meet your needs. 

More information: Board Processes

Stage Gates helps you manage your project by making sure your project is meeting the correct criteria to move forward. Here you can create and edit different Stage-Gate processes that can be added later to the project. 

More information: Stage Gates

The Milestone Processes tab will allow you to create and edit different Milestone Processes to help you guide your project which you can add to your project after it’s created, and make sure you’re on the right track. 

More information: Milestone Processes

Data

Export:

The export tab will allow you to migrate customization from one Cloud Coach org to another Salesforce instance. Users can export Metadata, Project Templates, and Meeting Templates.

More information: Export & Import

Import:

The import tab will allow you to import customizations from one Cloud Coach org to another Salesforce instance. Users can import Metadata, Project Templates, and Meeting Templates.

More information: Export & Import

Third-Party:

This tab will allow users to import Microsoft Project XML files and export Cloud Coach Projects into an XML file format. 

More information: MS Project Import & Export

Demo Data:

New org? Not sure how to get started? Use this tab to generate a sample template to get you started! 

Fundamentals Migration: 

If you are migrating from the deprecated Fundamentals package, use this tab to migrate your project data into the new Cloud Coach object structure. This works for time entries as well. 

Configuration

The Holidays tab is a place where organizations can define holiday days that may impact project delivery! Holidays will be removed from the available working days for a week or month, meaning the task will treat the holiday in the same way the tool treats weekends.

More information: Project Holiday Time

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