Blog

How to automate project creation

June 2, 2017
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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?”

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Can I track expenses on a project?

May 26, 2017
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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 […]

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Tracking a Key Stakeholder on your Milestones Project

May 25, 2017
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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 […]

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How can I forecast my resource availability for future projects?

May 19, 2017
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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 […]

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