Project Management

Manage Changes to Your Projects with Field History

7 min read9th of September 2015
When you’re managing multiple complex projects, keeping track of the details can be a challenge. (That’s why you implemented Cloud Coach in the first place!) When something changes on a project, tracking the history of that change can be...

Using Cloud Coach for IT Project Management with BMC Remedyforce

1 min read13th of August 2015
In today’s technology driven world, there’s an endless demand for IT projects. Managing the high volume of projects, associated timelines and resource allocations adds an additional strain on an already busy department. Adding Cloud Coach to your existing BMC...

Building Salesforce Dashboards to Visualize Your Project Data

11 min read29th of July 2015
Managing projects is about more than just making sure that action items get done, and that you meet milestone dates. With Cloud Coach, you will get data about your projects, tasks, and teams that you can use to build...

Project Reporting in Cloud Coach

3 min read27th of July 2015
As a busy project manager, having access to up-to-date, accurate project information is important. With Cloud Coach, project reporting is always at your fingertips 24 hours a day, 365 days a year. Ready-to-Use Reports Cloud Coach has many ready-to-use...

Creating Salesforce Reports Using Your Cloud Coach Objects

8 min read22nd of July 2015
One of the most important reasons to track your projects in Salesforce is the ability to report on the measurable data that your projects generate. Whether you want to produce reports on the volume of tickets created by customer,...

Tracking Your Project Status Updates

5 min read13th of July 2015
As a busy project manager, you need a quick and easy way to track the status of your projects and tasks, drawing your attention to potential problems before they get out of control. Cloud Coach provides multiple ways for...

Client Rate Cards in Cloud Coach

5 min read10th of July 2015
How are you tracking your billable hours? If you’re still relying on spreadsheets or time tracking applications, you could be under-billing for your team’s efforts. When you set up rate cards in Salesforce using Cloud Coach functionality, you can...

Monitoring Your Project Costs, Rates, and Utilization in Cloud Coach

5 min read29th of June 2015
Effective project management requires the management of project scope, timelines, and costs. With Cloud Coach, along with the tracking the projects and task that your team is working upon, you can also: capture the cost to your business of...

Project Resourcing in Cloud Coach

5 min read22nd of June 2015
Project resourcing is the process of adding team members to complete project tasks. In Cloud Coach, resourcing is both skill and location based. In our organization, we have skills for “Designer,” “Tester,” and “Business Analyst.” We have team members...

Using Cloud Coach Project Structure

4 min read15th of June 2015
After you’ve created a new project in Cloud Coach, you can view your project in either Gantt or tabular format. In Cloud Coach, projects are made up of phases and tasks. Phases are logical groupings of tasks by areas,...

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