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 balancing your assignments using Cloud Coach Resource Load.
We’ve been talking a lot lately about how leadership affects your project success. More than any project management training or software, your leadership style has a direct impact on your team and your project success. Whether you’re a career project manager or it’s just a part of your day, understanding how leveraging the right leadership style can affect your project outcomes.
Being a competent leader goes beyond getting a job done – it includes personality and leadership. We’d almost all rather work with someone who we respect and relate to than someone that we don’t, especially when the project outcome is the same. Knowledge doesn’t always increase competence.
Here are the five most common leadership styles, and good times to use each: [Read more…]
A common issue in many organizations is deciding which ideas should become projects. And of the ideas that will become projects, when should they be executed? In this post we will walk you through a few simple workflows to improve your ability to make those decisions.
There are a number of ways to solve this problem using Cloud Coach tools, but in this case, we decided to use the Project Charter as a top level grouping object for the purpose of planning and approving our potential projects. Related to the Project Charter are Resource Request objects, which capture the estimated level of effort of the projects. From there we used Visual Workflow to allow users to dynamically toggle on/off the Resource Capacity impact of each proposed project. Let’s get started.
First, we’ll need to add the Resource Request object related list to the Project Charter page layout. Once that’s done, we can add Resource Requests with the record type of Work Type (Hours) to the related list. As you can see in the screenshot, these represent specific workloads by Work Type. In essence, these are a simplified model of your project and it can be as simple or complex as you would like.
This week, the Cloud Coach team dives into Resourcing and discusses:
- Allocating tasks by resource
- Managing workload at a glance
- Forecasting future projects with Resource Requests
Your staff members are your most precious resource. Not only are they one of your biggest company expenses, they also can make or break the success of your business. Overworked staff members have poor performance and morale, while overstaffed departments waste money and talent.
But how do you know when you need to add headcount to your team for the most impact? Forecasting is the process of estimating future needs based on previous demand and qualitative data. When you apply forecasting to your resource management, you can create a strategic plan that drives your company growth.
It’s easy to see the benefits of tracking time on your project work. Time tracking allows you to monitor the cost of project execution, accurately bill your customers, and forecast how long future projects will take.
But getting your team to accurately track their time can be a challenge.
Here are seven reasons that time tracking isn’t working on your project.
- Your team doesn’t understand why time tracking is important. As the project leader, you can see the benefits – but what’s in it for your team? When implementing (or enforcing) a time tracking system, be sure to identify benefits to the team members, like improved visibility of their efforts, or bringing in additional resources to help their workload.
- You’re not enforcing time tracking. We all know the dentist is going to ask if we’ve been flossing. Most people say they have, even if it’s only true for the few days leading up to their appointment. Why? We don’t see the benefit to it, and there’s no one to enforce it. It’s the same with tracking time.
- There isn’t a deadline for entering time. Were you the student up all night before a big project was due because you didn’t work on it until the deadline was looming? If you don’t have a deadline for entering time – like weekly time entry – it’s easy for your team to procrastinate. Forever.
- The team forgets what they worked on. Along with the procrastination, it’s easy for us to forget what we were working on, and mistrack our time. We’ve all had those days when we know we worked all day, but when we try to remember what we spent our time on we draw a blank.
- You haven’t established best practices for tracking time. Are you asking team members to track time down to 5-minute increments? 15-minute increments? How often should they record time? What about bathroom breaks? Make sure you’ve identified and communicated your best practices to help your team track time appropriately.
- Time tracking isn’t integrated with your project systems. Anytime your users have to log into a new system, it creates a barrier. If your time tracking system is separate from where your team is managing their tasks, it’s harder to make time tracking a habit.
- Your team feels micromanaged. Depending on the system that you’re using to track time, and the granularity of your time tracking requirements, your team may rebel against time tracking and the micromanagement it causes.
Time tracking is a vital element of measuring your project performance. But that measurement is only as good as the quality of your time entry. If you’ve felt the challenges of tracking time, you’re not alone. Clear communication and expectations paired with easy-to-use tools can make time tracking an easier part of your team’s project delivery process.
Managing hours in a billable project can make or break your company’s success plan. In this week’s webinar, the team reviews how you can use Rates and Retainers to:
- Track hours in a billable project
- Manage rates by user and worktype
- Standardize rates for repeatable projects
Finding the right project team members to work on your project is an important component of project success. In this week’s Cloud Coach customer success webinar, you’ll learn how to:
- Allocate resources by skill type
- Manage workload at a glance
- Forecast future projects with Resource Requests
Welcome to our sneak peek into the Cloud Coach Deep Dive Track for Delivery 2016: Resource Managment
Everyone knows that good resourcing is critical to delivering a healthy project, but proper resource management goes beyond just assigning the right people to the right tasks. Using Cloud Coach Resourcing tools, project and resource managers can not only match the right people with the right project, but they can also forecast which projects to take on, monitor when it’s time to hire additional skill types, and seamlessly manage projects in various locations around the globe.
In this session you’ll learn how to:
- Use resourcing to manage project demand intake
- Match the right people with the right project in a few simple steps
- Oversee your resources and tell at a glance when they are over and under-allocated
Business is booming at Company ABC. They have more potential projects than the ability to execute on those projects, and they need a way to properly balance their capacity with their project demand. They need a solution that will let them weigh these potential projects, see their impact on resource capacity, and then choose the best projects for the right time.
Our project manager is going to use Project Charters to scope out and record the potential projects, Resource Requests to forecast the labor demand, and Resource Capacity to visualize how these projects will affect Company ABC’s resource pool. [Read more…]