With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget creation. In this week’s video, the team discusses how you can tag rates and costs against a particular skill in just two minutes!
This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter.
This week the Cloud Coach team discusses automating your project creation, and answers the question, “How can I quickly turn a sale into a project?”
When you’re working on a project and need a quick way to enter your expenses, Cloud Coach has you covered. By using our Project Financials tab, users can quickly enter and track expenses on their project, sort them by date, and even categorize by CAPEX and OPEX. Join the team this week as they answer the question, “Can I track expenses on a project?”
There are times when a project manager needs to see forecasted resource availability without having to allocate actual resources to a project. With Cloud Coach Resource Requests, users can tag resources to past, present, or future projects and see that availability modeled in Resource Load and Capacity without having to assign them to a specific task. Join the team this week as they dive into Resource Requests and answer the question, “How can I forecast my resource availability for future projects?”
Assigning team members to a project is about more than just availability. Luckily, Cloud Coach has the ability to map users to a worktype and give suggestions for resourcing based on availability and skill. Join the Cloud Coach team this week as they answer the question, “How do I assign a team member to work on a project?”
Changes are a reality of running projects. And tracking those changes is critical for getting a full understanding of the state of your project. This week, the Cloud Coach team discusses how you can use Tickets to track all the changes that occur on your project and use them to report on actuals vs estimates.
In this week’s two-minute video, the team answers the question “Can I use project charters?” by looking at the “Project Charter” object and discussing how it can be used with Cloud Coach Projects to streamline your project planning and demand intake.
In this week’s two-minute video, the Cloud Coach team explores the Project related list and answers the question, “Where can I see all the project details for a client?”
This week the Cloud Coach team discusses launching the Cross-Project Gantt view from a related list, and answers the question, “Can I get a portfolio view of my projects?”