CRM On Demand - Reports and Dashboards (MOSC)

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Project Plan Capability in Oracle On Demand

edited Jan 14, 2015 10:01AM in CRM On Demand - Reports and Dashboards (MOSC) 2 commentsAnswered

We have a business who is currently using Oracle On Demand as their CRM tool. They would like to establish a project plan on the homepage that would show a calendar of open tasks/activities by owner (include close dates, due dates) for all open opportunities.  The project plan would automatically get updated when changes and/or additions are made to the tasks. Similar to a dashboard.  I can create a report of all activities/tasks by opportunity by owner but not sure how I could incorporate this data into a calendar functionality that would show due dates on tasks/activities by owner and

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