Related List

What are the different ways that I can look at my Milestones project?

3 min read4th of June 2017

In most situations, saying “yes” to one thing means we have to say “no” to something else. As a Cloud Coach Milestones user, that’s not true when it comes to your project views. You can choose from a timeline,...

Ultimate, Process Automation, Enterprise, Project Management

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?”

Professional Service Automation (PSA), Enterprise, Ultimate

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...

Tracking a Key Stakeholder on your Milestones Project

3 min read25th of May 2017

Each business is unique. So are the details you need to track and see on your projects. In previous blog posts, we’ve covered how to add custom fields to your projects to help you keep track of special details,...

Ultimate, Enterprise, Resource Management

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 can I see what my team is working on?

4 min read19th of May 2017

When you’re managing a team or allocating resources, sometimes you need to know what else a team member has on their plate before you assign them to work on that next task. When you run projects using Cloud Coach...

Professional, Resource Management, Enterprise, Ultimate

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 get a departmental view of our projects?

7 min read12th of May 2017

What good is a project management tool if you spend more time looking for your projects and tasks and chasing status updates than you did before you started? Keeping your projects organized in ways that work for you helps...

Quick Entry, Changes, Change Request, Cross-Project Gantt, projects

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...

How can I get email notifications about new tasks?

3 min read5th of May 2017

Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are assigned to them. Since Cloud Coach Milestones is built on Salesforce, it’s easy to automatically send emails to your...