How can I set rates and costs for a particular skill?
5 min read19th of June 2017
With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget creation. In this week’s video, the team discusses how you can tag rates and costs against a particular skill in...
How Can I Track My Time Using Salesforce Chatter?
5 min read9th of June 2017
This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Today we’re going to be discussing how we can track time using...
How to automate project creation
6 min read2nd of June 2017
This week the Cloud Coach team discusses automating your project creation, and answers the question, “How can I quickly turn a sale into a project?”
Can I track expenses on a project?
4 min read26th of May 2017
When you’re working on a project and need a quick way to enter your expenses, Cloud Coach has you covered. By using our Project Financials tab, users can quickly enter and track expenses on their project, sort them by...
How can I forecast my resource availability for future projects?
6 min read19th of May 2017
There are times when a project manager needs to see forecasted resource availability without having to allocate actual resources to a project. With Cloud Coach Resource Requests, users can tag resources to past, present, or future projects and see...
How do I assign a team member to work on a project?
6 min read12th of May 2017
Assigning team members to a project is about more than just availability. Luckily, Cloud Coach has the ability to map users to a worktype and give suggestions for resourcing based on availability and skill. Join the Cloud Coach team...
How Can I Track Project Changes?
6 min read7th of May 2017
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...
Can I Use Project Charters?
6 min read30th of April 2017
In this week’s two-minute video, the team answers the question “Can I use project charters?” by looking at the “Project Charter” object and discussing how it can be used with Cloud Coach Projects to streamline your project planning and...
Where can I see all the project details for a client?
5 min read21st of April 2017
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?” TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach, thanks for...
Can I get a Portfolio View of my Projects?
4 min read14th of April 2017
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?” TRANSCRIPTION: Hello everyone, Nic from Cloud Coach here. Thanks for...