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?”
What good is a project management tool if you spend more time looking for your projects and tasks and chasing status updates than you did before you started? Keeping your projects organized in ways that work for you helps put your project management system to work for you – not the other way around.
Organization Tool 1: List Views
We’re all familiar with the power of list views in Salesforce. They’re commonly used for finding the records that are most important to you – whether that’s leads, cases, or opportunities. List views are no different in Cloud Coach Milestones – except that we’ve taken them a step farther. Rather than just seeing a traditional table view, Cloud Coach Milestones gives you a visual timeline display of all of your projects that meet the list view criteria, so you can see your progress all at once.
Just like with a traditional list view, you can also dig into the details of a project or record.
You can also create and edit list views that meet your own needs. In this example, we’re just looking at all active Milestones projects, but you could easily create list views to see all of your project templates or projects that haven’t been updated in a while.
Organization Tool 2: Field Customization
Of course, the default fields that come with Cloud Coach Milestones may not be enough for your organization. Since all Cloud Coach project management solutions are built on the Salesforce AppCloud, you can add additional fields to customize your projects (and keep you organized). Here are a few things that we’ve had customers add:
- Requesting Department: If you’re an internal services team (or Salesforce Admin), you may want to keep track of which department requested a project. Using list views, you can just see projects that came from a certain department.
- Budget: If you’ve got a certain amount of money to work with to accomplish the project’s goals, adding a field to track that data may be important. You could then create views to see all projects that fall within a certain budget range. [Please note: Cloud Coach Enterprise and Ultimate Editions include integrated budget and expense tools.]
- Key Deliverable Dates: Perhaps you have certain deadlines that you want to hit throughout the project lifecycle that you want to keep front and center – not just tied to certain tasks. By adding fields for these dates, you can keep track of which projects have upcoming major milestones coming up in the next few days or weeks.
- Project Type Labels: Even within one department, you may have different types of tasks. For example, in a marketing department, you may have email campaigns, events, landing pages, webinars, and web ads. By adding a field to track which type of project you’re working on, it’s easy to leverage list views and reporting to see how many of which project type you’re working on.
Organization Tool 3: Attachments
For many projects, you may need additional details that aren’t part of the project plan – from mockups for website designs to customer stories for new product development. With Cloud Coach Milestones, you can attach documents directly to your projects (or tasks) so your team has all of the up-to-date information they need to get their jobs done.
Organization Tool 4: Chatter
When you’ve made the commitment to organizing your projects in Salesforce, the last thing you want to do is lose project details and updates in email. When we developed Cloud Coach, we wanted to make sure that your team had collaboration tools at their fingertips that made keeping everyone in the loop organized. We’ve leveraged Chatter on projects and tasks so that your team can have their conversations all in one place.
Organization Tool 5: Integration Options
Another powerful way to keep your projects organized is to link them to your existing business processes. Whether you’re running onboarding projects for new clients that should be linked to accounts or opportunities, marketing projects that need to be linked to campaigns, or IT projects that connect to internal cases, Cloud Coach projects are easy to integrate with your existing processes to increase visibility and keep everything interconnected – just like your business is.
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.
Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are assigned to them. Since Cloud Coach Milestones is built on Salesforce, it’s easy to automatically send emails to your team when they’ve been an assigned a new task.
Step 1: Create your email template. [Read more…]
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.
As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to help improve the efficiency of the platform – not to mention testing for each new Salesforce release.
Wouldn’t it be nice if you had a way to manage all of your own projects?
With Cloud Coach Milestones, you can easily create projects for some of your most common Salesforce projects. [Read more…]
After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when you’re getting that customer up and running. Salesforce does a great job of giving you the tools to close deals – from leads through opportunities and accounts, and tools to maintain the customers using cases in Service Cloud.
But how do you manage the project of getting them from close to maintenance mode?
With a project management system, like Cloud Coach, that’s integrated with your CRM, you can improve your customer onboarding experience – for both your customers and for your team. Let’s take a look at how you can improve and streamline your customer onboarding process with Cloud Coach Milestones.
Step 1: Create your onboarding project template.
You probably already know the steps that you need to take to successfully onboard a client – from the initial introduction call to internal set-up, and testing. Document all of those steps, who needs to do them, and set them up as a new template in Cloud Coach Milestones. [Read more…]
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?”