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!
As a project leader, you need to quickly and efficiently assign team members to work on your project tasks. With Cloud Coach Milestones, we make it easy to assign team members in several different ways.
Method 1: When you create a new project
As you’re creating a new project, you can add resources to work on each task directly from the project creation wizard. [Read more…]
This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter.
In most situations, saying “yes” to one thing means we have to say “no” to something else. As a Cloud Coach Milestones user, that’s not true when it comes to your project views. You can choose from a timeline, board or list view for each project. Plus, you can seamlessly switch between the views any time.
View 1: Timeline or Gantt View
A timeline or Gantt view allows you to see all of your project tasks in a horizontal timeline view. With the Gantt view, it’s easy to see which tasks compose your critical path (i.e., the series of tasks that create your overall project timeline). Plus, you can easily see task dependencies to ensure your team focuses on the tasks that impact your project timeline and delivery. [Read more…]
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?”
Each business is unique. So are the details you need to track and see on your projects. In previous blog posts, we’ve covered how to add custom fields to your projects to help you keep track of special details, like which department requested a project, or project types.
When you add these fields to a Cloud Coach Milestones project using native Salesforce functionality, you’ll be prompted to add them to the detail page layout. This is a great place to keep track of details that you don’t need at a glance – but what about important details that you want to track on your cross-project Gantt view?
In today’s example, we’ll add a text field for “Key Stakeholder” to our project views so that we easily see who our primary stakeholder is for follow-up.
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?”
When you’re managing a team or allocating resources, sometimes you need to know what else a team member has on their plate before you assign them to work on that next task. When you run projects using Cloud Coach Milestones, it’s easy to see what other members of your team are working on.
The My Assignments page does more than just give you the ability to view your own project task assignments. You can also see the assignments of your team using the “Select User to View” button on the right-hand side of your screen. [Read more…]
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?”