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.
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?”
This week the Cloud Coach team discusses launching the Cross-Project Gantt view from a related list, and answers the question, “Can I get a portfolio view of my projects?”
This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and run reports showing KPIs.
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.
When you’re managing a project and trying to meet a deadline, the status of each task is important – especially when those tasks are on your critical path. If you’re leveraging Cloud Coach to manage projects in your Salesforce org, you can easily monitor task health directly from your project views. We use a simple “red light / green light” indicator
A green icon indicates that your task is on track, while a red circle shows that your task has gotten off track. It can either be red because it’s starting late, or ending late. Tasks that start and end late can affect your project timeline and overall performance!
In this week’s two-minute use case video, the Cloud Coach team discusses how to enter time against Salesforce Cases.
Tracking risks is a critical part of successful project management. So, today the Cloud Coach team walks through how to use Tickets and Quick Entry from the Gantt to capture risks against your projects.
In this week’s two-minute video, the Cloud Coach team discuses how to identify and chase down late projects and tasks using the Cross Project Gantt view.
Creating Cloud Coach projects is a breeze using the Project Creation Wizard, but we’re always looking for ways to make data entry faster, so in this week’s two-minute use case we discuss how to automate your project creation using Salesforce Process Builder.