New UI for the Project Management Feature

The new enhanced User Interface (UI) for Project Management feature enhances the user experience for managing project records.

Navigate to Setup > Company > General Preferences

Enable New UI for Projects: Check the box

Benefits:

  • Customized Tasks and Task Hierarchy – On the Schedule tab, the Expand All/Collapse All button which currently expands the entire hierarchy of existing tasks on the project will be replaced by a downward-facing arrow. When you click this arrow, the system will expand only the tasks and task hierarchy that you wish to display.
  • Streamlined Record Creation and Editing – Creating and editing records, for example, Project Tasks, Resource Allocation, and Project Charge Rules are now available from a pop-up window on the Project Form page.
  • Improved Record Viewing – When you select the view mode for a record, the record opens in a new tab on your browser window.

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