Surfacing Phase Data from the PMT Projects - Summary Tab

[lyarlott-ops]

Hello!

My team and I are looking for a more user-friendly experience when adding Phases to a project from the PMT Project tab. From what I am understanding, the order of Phases placed on the PMT Project Summary based on the inov8__Start_date_from_child_project__c & inov8__End_date_from_child__c fields. I see in the admin documentation, that this placement also can be influenced by task dates within each phase? If you could confirm how the preferences between these two work, that would be extremely helpful!

Ultimately, we would love for a way to visibly surface either the child dates or task dates within the Project Summary view. We want for users to more easily interpret how the phases are ordered from this view. The placement of tasks within the kanban view is helpful, but it will be more pertinent to our users to understand the phase's date period, and also the date period of tasks, as well.

If there is a way we could modify this view via custom metadata to view the related dates, it would greatly increase users understanding of the Project Summary LWC. Alternatively, if there could be an option from the Phase Creation screen to set the Phase order manually, that would also be a huge quality of life improvement to allow the order to be dictated by a set number that is entered by the user.

Thanks so much for considering this ask!

LilliAnne Yarlott
Senior Salesforce Administrator @ Operatus
[email protected]