Building Salesforce Dashboards to Visualize Your Project Data
Managing projects is about more than just making sure that action items get done, and that you meet milestone...
Cloud Coach Blog
Project Reporting in Cloud Coach
As a busy project manager, having access to up-to-date, accurate project information is important. With Cloud...
Brandi Johnson
Jul 27 2015 3 min readCreating Salesforce Reports Using Your Cloud Coach Objects
One of the most important reasons to track your projects in Salesforce is the ability to report on the measurable...
Brandi Johnson
Jul 22 2015 8 min readTracking Your Project Status Updates
As a busy project manager, you need a quick and easy way to track the status of your projects and tasks, drawing...
Brandi Johnson
Jul 13 2015 5 min read
Client Rate Cards in Cloud Coach
How are you tracking your billable hours? If you’re still relying on spreadsheets or time tracking applications,...
Brandi Johnson
Jul 10 2015 5 min read
Make Your Project Work for You – Workflows
Workflows are automated processes within Salesforce that are triggered by a user or based on a time period. Â Once...
Brandi Johnson
Jul 8 2015 10 min readMonitoring Your Project Costs, Rates, and Utilization in Cloud Coach
Effective project management requires the management of project scope, timelines, and costs. With Cloud Coach,...
Brandi Johnson
Jun 29 2015 5 min readProject Resourcing in Cloud Coach
Project resourcing is the process of adding team members to complete project tasks. In Cloud Coach, resourcing is...
Brandi Johnson
Jun 22 2015 5 min readUsing Cloud Coach Project Structure
After you’ve created a new project in Cloud Coach, you can view your project in either Gantt or tabular format....
