Project Setup: Customization Options

This page covers:

Related pages:

• Project Setup

• Project Setup: Key Relationships

• Set Up Project Setup Wizard

• Schedule Reporting Periods Flow

Release Information

New features and feature enhancements are added with every new release. Below is a high-level overview of important features/feature enhancements for Project Setup & Modifications by release.

For more detailed release notes, review the Release Notes page or contact your System Administrator.

Customize the Project Lightning Record Page

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Projects in Lightning Experience are displayed with each of the Lightning Web Components or Visualforce pages included as a tab, and users can toggle between each page without leaving the Project record detail page.

• There are two available action buttons: Edit & Delete.

• The Path above the record tabs is linked to the “Project Status” field. Update the field by using the Path component or by editing it directly within the Project record.

• By default, the tabs on the Project Lightning Record Page include: Details, Setup (Related Lists), Framework, Activities, Risk, Indicators, Targets, Results, Performance Graphs, and Financials.

  • To add or remove any of these tabs, clone the Lightning Record Page and, on the cloned page, edit the tabs and tab order by clicking on the Tab Component. When adding a new tab, be sure to place a Lightning Component within the tab in order for the tab to save and display.

Add VisualForce Pages to the Project Lightning Record Page Visualforce Page

• If your organization needs to change the Project’s record layout in Lightning because only certain pages are utilized by their users, create a new Lightning Record Page with the desired setup through the Lightning App Builder.

• To add any of the Visualforce pages to a Lightning Page:

  • Drag the Visualforce Lightning Component onto the page.

  • Click on the component.

  • Use the picklist on the right side to select which Amp Visualforce page to display in the component’s space.

• If your organization needs to change the Project’s page layout in Lightning because only certain fields are utilized by users, edit those items directly in the page layout editor in Setup.

  • Control access to fields on the Project record layout by adding/removing those fields.

Add Lightning Web Components to the Project Lightning Record Page Lightning Web Component

To preserve the existing functionality on the Project Lightning Record Page, the Lightning Web Components (manageIndicators, manageLogFrames, and Activities) are not added to the page. Here are the steps to customize the Lightning Record Page:

1. Create a clone of the Project Lightning Record Page.

2. In Lightning App Builder, click on the tabs to open up the Tab component editor on the right-hand pane.

3. Remove the Visualforce or Aura components from the respective tabs:
   a. ManageIndicators Visualforce page from the “Indicators” tab
   b. ManageLogframes Visualforce page from the “Framework” tab
   c. ActivityChart Aura component from the “Activities” tab
   d. SetTargets Visualforce page from the “Targets“ tab
   e. AddResults Visualforce page from the “Results“ tab

4. On the left-hand pane, scroll down to Custom-Managed Components.

5. Drag each Lightning Web Component from the pane and drop it into the respective tabs:
   a. manageIndicators Lightning Web Component into the “Indicators” tab
   b. manageLogFrames Lightning Web Component into the “Framework” tab
   c. activities Lightning Web Component into the “Activities” tab
   d. setTargets Lightning Web Component into the “Targets“ tab
   e. addResults Lightning Web Component into the “Results“ tab

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6. Click “Save”.

7. Click “Activation” and activate the Lightning Record Page according to your organization’s use case.