Category: Professional Services Automation (PSA)

How can I set rates and costs for a particular skill?

June 19, 2017
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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! TRANSCRIPTION: Hello everyone, thanks for joining us. I’m Nick from Cloud Coach and […]

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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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Setting Up Rates for Your Cloud Coach Users

February 3, 2017
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Setting up rates for your Salesforce users is a snap when you use Cloud Coach PSA. Join the team this week as they discuss how to set up billable projects and rates in just two minutes.

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PM: Project Manager or Profit Manager?

November 23, 2016
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The world of project management is changing quickly. We see the results of the increased speed of collaboration, distributed teams, and even higher pressure to perform faster. The pressure isn’t just from executive teams – it’s also from customers, making it harder to win and keep business. Traditionally, project managers have been evaluated on their […]

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