How can I customize what I see on my projects

Tracking a Key Stakeholder on your Milestones Project

3 min read25th of May 2017

Each business is unique. So are the details you need to track and see on your projects. In previous blog posts, we’ve covered how to add custom fields to your projects to help you keep track of special details, like which department requested a project, or project types.

When you add these fields to a Cloud Coach Milestones project using native Salesforce functionality, you’ll be prompted to add them to the detail page layout. This is a great place to keep track of details that you don’t need at a glance – but what about important details that you want to track on your cross-project Gantt view?

In today’s example, we’ll add a text field for “Key Stakeholder” to our project views so that we easily see who our primary stakeholder is for follow-up.

Step 1: Add your new field.
Create a new text field under Setup > Create > Objects > Milestone Project.

Add New Field 1024x658

Step 2 (optional): Add your field to the detail page.
When you create your new field, you’ll also be prompted to add the field to the detail page.

Add to Page Layouts 1024x477

Step 3: Add your new field to the field set “Gantt”.
Cloud Coach Milestones comes with a special field set that allows you to set what shows in the right-hand side panel of your cross-project Gantt view. Simply drag and drop your new field into the field set list where you want it to appear. (You can also re-arrange existing fields to further customize your project view.

Add to Fieldset 1024x473

Step 4: View your new field.
You can now go to your cross-project Gantt view and see your new field.

key stakeholder field 1024x472

And that’s it – you’ve customized your project view with Cloud Coach Milestones.

See Cloud Coach In Action

Cloud Coach is secure and customisable platform for successfully delivering projects of all shapes and sizes.

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Before you leave…

Sign up to receive the latest project tips and tricks directly from Cloud Coach.

Email Address

Cloud Coach cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. You can of course unsubscribe from our emails at any time. Learn more by reading our Privacy Policy.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.