Using the Delivery Tracker

The Delivery Tracker is available on the Delivery Tracker app page. It is also available to add to other app pages such as the Home page, and [any record page where it is required.
It:

  • Provides a hierarchical view of your projects and their associated details in relation to the currently retrieved project.
  • Helps you to determine whether a hierarchy is required for your current projects.

For more information on hierarchies, see Project Hierarchies.

The Delivery Tracker contains the following views:

  • Summary: Shows details for each of the project records in the hierarchy.
  • Revenue Forecasts: Shows the total revenue forecast in each monthly time period for each of the project records in the hierarchy.

You can customize your view by dragging and dropping the columns in the Delivery Tracker additionally.

Note:

If you do not have the appropriate permissions to view revenue forecasts, the Summary view is displayed and the option to change view is not displayed in the toolbar. Contact your administrator.

To switch between the Summary and Revenue Forecasts views, select the appropriate option from the drop-down menu in the toolbar.

Tips:

You can navigate to a project record by clicking its name in the Name column.Alternatively, when clicking through to the Delivery Tracker from a project record page, the specific project row is highlighted.

You can refresh the records displayed by clicking . Expanded columns and sections are retained when refreshing the Delivery Tracker grid, as well as any customizations you make to the layout.

Viewing the Summary

The Summary view of the Delivery Tracker grid includes the following details for each project record:

  • Currency ISO Code
  • End Date
  • Project Name
  • Project Manager
  • Project Status
  • Start Date
Notes:
  • You can drag the columns to change their order if required.
  • The currency of related fields will display in their column. For all other fields, refer to the Currency ISO column to view their currency.

The project status displays depending on the criteria your project status is measured by. You can use Salesforce Flow Builder to apply your own logic and control the behavior of the Project Status color indicator field, using the value displayed in another field. For more information, see the "Project Status" section in Project Fields.

You can also view the following Project Actuals fields:

  • Billed
  • Billings
  • Bookings
  • Margin
  • Total Costs

For more information, see Actuals and Delivery Tracker Component Fields and Buttons

Note:

Actuals fields are not shown in Delivery Tracker if a perpetual time period has not been set in your org.

Viewing Revenue Forecasts

The Revenue Forecasts view shows the total revenue forecast in each monthly time period for each of the project records in the project hierarchy. The total revenue forecast for a project is the sum of the actuals, scheduled revenue, and unscheduled revenue for the corresponding monthly time period.

Note:

Provided you have the PSA - View Forecasts permission set, you can view monthly revenue forecasts for any projects you have permission to view. If you do not have the appropriate permissions, the Revenue Forecasts view is not available in the toolbar.

The row in the grid that represents the current project is highlighted in bold to help you read the values across the grid.

If a cell is empty, it means there is no revenue forecast data for the corresponding project and monthly time period. If a cell contains a zero, it means the forecasted revenue for that project and monthly time period is 0.

To view the latest data, click Refresh. The data is reloaded in both the Summary and Revenue Forecast views.

For more information, see Viewing Revenue Forecast Records.

Filtering Programs and Project Hierarchies

You can filter your programs and project hierarchies by selecting Filter in the Delivery Tracker.

You can filter by:

  • Account
  • Group
  • Opportunity
  • Practice
  • Project
  • Region

There is also an Include Full Project Hierarchy checkbox, enabling you to select if full project hierarchies are displayed.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

You can click Reset on the filter panel to reset your selected filters. Clicking Reset results in different behavior, depending on where Delivery Tracker has been placed:

  • On a record page, the filter panel will reset all selected filters apart from the pre-populated record filter.
  • On an app page, the filter panel will reset all selected filters.

Clicking Reset while you have a saved filter selection selected, will revert any changes you've made and reverts the saved filter to its original state. For more information, see the Saving and Amending Filter Selections section below.

You can also click Clear to clear the filter selections.

It is possible to set up custom filters on the filter panel. Contact your administrator for more information.

You can select the time period to view a summary of your financial data throughout the financial year, as well as select a time period type. To do so, select a relevant time period or period type from the Actuals Time Period section of the filter panel.

Note:

Your administrator must assign you Read permission for the time period type that is set in your org. For more information, contact your administrator.

Saving and Amending Filter Selections

You can save your current filter selection, for ease of viewing projects and hierarchies that you are responsible for.

Tip:

Saving filter sets is only available when the Delivery Tracker is placed on app pages.

Saving Filter Sets

To save your filter selections in the filter panel:

  1. Select the required filters.
  2. Click Apply.
  3. Click Save As in the filter panel Show Menu menu.
  4. Enter a name for your filter selection.
  5. Click Save.

Your filter selection is saved and is displayed in the Saved Filters drop-down list, in the filter panel.

Editing Filter Sets

You can also edit your saved filter sets.

To edit your filter sets in the filter panel:

  1. Select your required filter selection from the Saved Filters drop-down list.
  2. Click , and then click Edit.
  3. [Optional] Rename your filter in the Edit Filter window, and click Save.
  4. Amend your filter selection as necessary, in the filter panel.
  5. Click Apply.
  6. Click Save in the filter panel Show Menu menu.

Your filter selection is amended.

To make your saved filter the default, select the Save as Default checkbox in the Edit Filter window. Alternatively, you can click Settings , and click Set as Default.

Deleting Filter Sets

To delete a saved filter in the filter panel:

  1. Select your required filter selection from the Saved Filters drop-down list.
  2. Click Settings , and then click Delete.
  3. Click Delete in the Delete Filter window.

Your saved filter is deleted. If your deleted filter was set as the default, the filter panel now uses the default filter configured by your administrator.

Project Actuals

The project actuals fields displayed in the summary view of Delivery Tracker help provide insight into the financial status of your ongoing programs and projects.

The currency code of your project is indicated in the Currency ISO Code field by default. When selecting a different project currency from the Project Currency selection list in the Delivery Tracker header, this field is hidden and the currency of your actuals fields is indicated by a currency code in the relevant actuals fields. When using the project currency picker, (Converted) is also displayed on each actuals field.

Depending on how your administrator has configured Delivery Tracker, you can also view the individual, or Non-Rolled-up Value (NRV) of your actuals fields:

  • If your Delivery Tracker is configured to only display rolled-up actuals values, the individual actuals values are displayed as a tooltip on the top-level actuals value, in the project hierarchy.
  • If your Delivery Tracker is configured to only display individual actuals values, the rolled-up actuals values are displayed as a tooltip on the top-level actuals value in the project hierarchy.
Warning:

You must be assigned the required permissions to view the rolled-up and individual values of actuals fields. For more information, contact your administrator.