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?”
This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and run reports showing KPIs.
In this week’s two-minute video, the Cloud Coach team answers the question, “How do we make sure our teams time entries get approved by the right people?”
The ability to forecast when you have capacity to take on additional work is a vital part of a good project management system. In this week’s two-minute video, the team discusses how you can use Cloud Coach Resource Capacity to ensure you have the proper work types available to take on additional projects.
In this week’s two-minute video, the team discusses how you can launch a Cloud Coach Project from RemedyForce.
This week the team discusses how you can group your projects together using Salesforce list views and the Cloud Coach Cross-Project Gantt View.
In this week’s two-minute video, the team discusses balancing your assignments using Cloud Coach Resource Load.
Tracking risks and issues is vital in any project, and that’s why Cloud Coach gives you reports out of the box to monitor the status of those risks and issues so you’re always up to date.
When an issue occurs on a project, there’s no easier way of reporting on it than using Cloud Coach Tickets. Join the team this week as they discuss how you can flag issues against your project using Ticket Quick Entry in just two minutes.