Adding Project Colors in Salesforce

Overview

When Project Colors are activated in Kantata OX’s General Settings, you can assign a color to each project and then have the colors automatically transferred to your projects in Salesforce. This helps your team get a more robust view of your projects and allows them to update the color from both Kantata OX and Salesforce.

When project color data is transferred from your Kantata OX account to Salesforce, a unique, numeric ID is generated for each color, replacing the original color name. For example, if the Kantata project color Blue is transferred over, the color label’s numeric ID is displayed in place of Blue. Because these IDs are unique to each account, you will need to activate each color in Salesforce and then edit its label so the Connector reflects the color name. This is a one-time process and will not need to be repeated once each color is activated and renamed.

How to Add a Project Colors to a Salesforce Project

Please perform the following steps in the listed order to fully activate Project Colors in Salesforce:

1. Add the Project Color field to the project Object.
2. Activate and relabel the project color label.

Part 1: Add the Project Color Field to the Project Object

1. Log in to Salesforce.
2. On the Connector homepage, click Mavenlink Projects.
3. On the Mavenlink Projects page, select the project you’re adding the Project Color field to. The Project Object page opens.
4. In the top-right corner of the page, select the Setup icon and then select Edit Object. The Object Manager opens.
5.  On the left side of the page, select the Page Layouts tab.
6. In the Page Layouts tab, select Mavenlink Project Layout.
7. With the Fields subtab selected in the side menu, search for Project Color in the Quick Find box. The Project Color field appears below.
8. Click and drag the Project Color field to the preferred placement on the project Object.
9. Click Save to add the field to the project.
   Note: It may take a few minutes for the Project Color field to appear in the project. If preferred, you can close the session and log back in to make it appear instantly.
10. Return to the Project Object page. The project color ID now appears in the new Project Color field.
11. Proceed to Part 2 of the process. 

Part 2: Activate and Relabel the Project Color Value

1. On the Connector homepage, click Mavenlink Projects.
2. On the Mavenlink Projects page, select the project you’re activating the Project Color for. The Project Object page opens.
3. In the top-right corner of the page, select the Setup icon and then select Edit Object. The Object Manager opens.
4. On the left side of the page, select the Fields and Relationships tab.
5. In the Fields and Relationships tab, search for Project Color in the search bar and then select Project Color that appears under the Field Label column. The Field Details page opens.

6. In the Inactive Values section at the bottom of the page, click Activate in-line with the color for this project. The page reloads and the color value appears in the Values section above.

   Note: To identify the color for this project, locate the value that appears in the Project Color field on the project Object.

7. In the Values section, select Edit in-line with the project color you are relabeling.

8. On the Project Color page, replace the ID with the color name in the Label field.

9. Select the Chart Color icon and select the color in the window that appears.

10. Click Save. The color label and hue updates in the Values section and the project Object.