Ultimate Archives | Cloud Coach

Enterprise, Professional, Time Tracking, Ultimate

How Can I Track My Time Using Salesforce Chatter?

5 minutes to 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...

Enterprise, Process Automation, Project Management, Ultimate

How to automate project creation

6 minutes to 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?”

Enterprise, Professional Service Automation (PSA), Ultimate

Can I track expenses on a project?

4 minutes to 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...

Enterprise, Resource Management, Ultimate

How can I forecast my resource availability for future projects?

6 minutes to read19th of May 2017

https://youtu.be/Yfb1KvsJPEw 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...

Enterprise, Professional, Resource Management, Ultimate

How do I assign a team member to work on a project?

6 minutes to read12th of May 2017

https://youtu.be/3X1wkFAzH7s 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...

Ultimate

How Can I Track My Time Using Salesforce Chatter?

How to automate project creation

Can I track expenses on a project?

How can I forecast my resource availability for future projects?

How do I assign a team member to work on a project?

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