Author: Brandi Johnson

How can I get my team working on projects together?

April 14, 2017
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Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your project objectives, or multiple hands on deck because of a tight timeline, there are many ways you need to bring your team together to collaborate and succeed. With a project management solution, like Cloud Coach Milestones, you can: […]

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How do I limit visibility of project data?

April 6, 2017
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While visibility is one of the biggest benefits of an integrated project management system, there may be some project information that you want to track that not everyone should see. Whether it’s financial information, like profitability,  prioritization (nobody likes to see in black and white that their project is a low priority), or even some […]

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Can we customize projects like we do leads or opportunities?

March 31, 2017
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There are hundreds of ways to run projects – from simple spreadsheets and whiteboards to complex project portfolio solutions. No matter which type of solution you choose, one of the key things to consider is how you can customize the solution to work for your unique business. Some common customization requests include: The name of the person […]

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The Basics of Project Reporting

March 24, 2017
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Whether you’re a project manager by title or just by function, you probably get tired of the question: “What’s the status of Project XYZ?” With project reporting in Salesforce, you can leverage out-of-the-box reports and build your custom dashboards and reports (using existing Salesforce functionality), you always have the answers to these questions. Plus, you […]

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