Category: Tips & Tricks

How Can I Track Project Changes?

May 7, 2017
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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.

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Where can I see all the project details for a client?

April 21, 2017
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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?”

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Can I get a Portfolio View of my Projects?

April 14, 2017
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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?”

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Where can we see KPIs on our department’s projects?

April 10, 2017
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This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and run reports showing KPIs.

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