What is Virtual Project Management?

Traditional project management involves planning and overseeing a team working on a project. It normally requires team meetings and lots of in-person collaboration. Virtual project management is the same process but involves managing a virtual team that is not located together. This includes teams who work from home and follow hybrid work models when some staff members are office-based and some are remote.

As you can imagine, virtual project management can be a challenge. Teams can lose that synergy that comes with face-to-face collaboration and it can take longer to ask “quick” questions when you can’t shout across the office or walk over to someone’s desk. It requires key principals in its management and usually requires project management software.

Why use Virtual Projects?

This is a valid question when you consider the difficulties it can bring. But, there are also many benefits of having a virtual project team to work on projects. Here are some key reasons businesses opt to run virtual projects:

• Less office space is required. Having fewer people on-site means you can downsize your office space and save money on rent or commercial real estate.
• Virtual project management tools can make communication, task delegation, and planning easier.
• It gives employees a better work-life balance. In fact, 76% of employees agree. This will lead to happier employees and higher retention.
• Access to a broader talent pool.
• Clearer reporting and project feedback. The tools needed to run a virtual project usually incorporate SaaS reporting tools. This can improve the transparency of project progress.

Tips to Streamline Virtual Project Management

Effective project management requires careful planning and organization when it’s in person. When it’s remote, the strategy can differ. Here are seven tips for effective virtual project management.

1. Organize the Team Structure and Set Clear Expectations

When employees are working remotely, it’s important to have clearly defined expectations just as you would at the office. This includes how the day is structured in terms of start/end times, lunch breaks, and so on as well as having a procedure for how to call in sick or book annual leave. Once you have a plan in place, it should be communicated so staff are aware of what’s expected. This can save project managers a lot of frustration in the long run.

2. Design a Communications Policy

Getting communication channels right is a key element in successful virtual project management. Communication needs to be regular and suited to purpose. Things to consider include:

• When will check-ins be? For example, will there be a morning brief every day? How will virtual meetings work? What collaboration platform will you use?
• How will tasks be reported to virtual project managers?
• How will you measure efficiency? For example, what sort of tracking and monitoring will be in place?
• What updates will you require from staff? Think about the method of and frequency you’d like these updates.
• What should staff use for questions? Instant messaging or email, for example?
• What telephone service should you use? If your remote team is international, what would be the most cost-effective way of calling the UK from the US?
• What tools will be used for various communication? For example, video conferencing tools for virtual meetings, document editing for collaboration, messaging for quick queries, etc.

3. Plan and Schedule the Project with Project Management Tools

Project management tools are a must in virtual project management as they offer numerous benefits. The trick is having an initial plan and finding the right tool for you. Your planning should include phases and project milestones as well as efficient project time management. Project management tools can help you break down the project into smaller work packages and tasks that can be assigned to the right employee.

Using a project management tool means managers can keep on top of projects daily through the built-in tracking tools. This means they can intervene as soon as any problems occur, such as delays impacting deliverables.

4. Keep Resources in a Single Shared Location

To streamline your virtual project, staff need to know how to access resources. Running around trying to find documents that haven’t been shared is frustrating enough in an office environment. When you’re miles away from your colleagues it’s even more so as it can take longer to track documents down. A cloud-based document management platform is a good way of sharing knowledge and documents remotely.

Depending on the nature of your documents, it may be necessary to set access restrictions for certain team members. This means everything can still be stored in one place for simplicity, but not visible to all team members.

5. Implement Collaboration Tools

Effective collaboration is the cornerstone of successful virtual project management. Leveraging real-time collaboration tools can bridge the gap created by the absence of in-person interactions. Tools such as online whiteboards and canvas platforms enable teams to share diagrams, charts, and sketches seamlessly during virtual meetings, fostering creativity and clarity. These tools not only replicate the dynamics of in-person brainstorming sessions but also enhance team engagement and streamline the exchange of ideas in a remote setting.

6. Keep Everyone in the Loop

Any black holes in communication can be problematic for a remote team. It can lead to time misspent, duplications, or confusion in the team. Sharing regular updates is important as it helps keep everyone informed, boosts morale, and is an effective tool for building trust. Even with task management software, if someone forgets to update it, it won’t paint a true picture. This is why it’s important to have daily team updates.

This could be through a scheduled morning brief, a message thread on a chat platform, or a project timeline that’s updated by one person. Having one person responsible for updating the timeline means they can chase updates from team members.

7. To-do Lists

Digital to-do lists can help you share jobs throughout the team and ensure the project’s progress. Most platforms that offer this enable you to group certain types of work together and share them with remote employees who have the right skills.

A good to-do list will show tasks concerning the project goals so the virtual project team can see which tasks should be prioritized. This can save them time trying to figure out what to do next.

Final Thoughts

There are many reasons for businesses to opt for remote and hybrid teamwork. It can reduce overheads, improve staff morale, and even give you access to a broader talent pool. But, as all good things do, it comes with a catch; your current project management skills and strategies won’t be enough.

To make a success of virtual project management, you’ll need to re-design how you collaborate with the team. This may require more planning and scheduling as well as fixing days and times to touch base. You’ll need to ensure staff still receive the relevant training and know exactly what tasks are assigned to them and what the expectations are.

The post 7 Effective Tips That Will Streamline Your Virtual Project Management appeared first on Comidor Low-code Automation Platform.

This article explores the essential elements of recognizing and controlling risks in projects. It also examines the different risks that might compromise your project’s success and offers practical ways to manage risks and reduce uncertainty. Let us inspire you on your project optimization and risk management to achieve outstanding success.

What are Project Management Risks?

In project management, “risk” refers to unforeseen circumstances or events that could affect the project’s goals.

These risks may hamper project progress, manifesting as delays, cost overruns, or poor quality outcomes. Risks, by their very nature, add unpredictability and variability to project outcomes, which may fail or be less than ideal.

Identifying, analyzing, and mitigating these possible risks are all necessary for effective risk management to guarantee project success and reduce unfavorable effects.

Mastering 8 Key Project Management Risks

Discover eight project management risks that may impact project success and gain actionable strategies to minimize these challenges and guarantee optimal project outcomes. Let’s navigate these risks together.

1. Scope Creep

Implementing strict change control protocols and conducting frequent scope reviews will help you prevent scope creep. Set project boundaries up front to prevent requirements from growing over time and guarantee that the project aligns with goals.

To effectively manage this risk, you must prioritize requirements, set realistic project goals, and engage in proactive scope management throughout the project lifecycle.

2. Resource Constraints

Efficient resource planning and allocation techniques are crucial for addressing resource constraints. Complete resource assessments and resource management tools are necessary to master this risk. To maximize project efficiency and optimize the use of assets, team members must collaborate effectively.

Furthermore, proactive resource availability monitoring and flexible resource allocation can lessen the harmful effects of limitations on project deliverables and timelines.

3. Technical Complexity

Managing technical complexity requires using subject matter experts, conducting in-depth risk assessments, and implementing the right technologies and procedures. You should deconstruct complex tasks into smaller, more manageable parts to handle this risk successfully.

Clearly define the technical requirements, including the tech stack for your projects,  and monitor and respond to technical issues throughout the project. Collaboration and regular communication among team members can also aid in successfully navigating technical complexity.

4. Dependencies

Recognizing and recording all project dependencies early in the planning stage is critical to minimizing them. Implementing trustworthy management practices and describing specific dependency relationships are necessary to master this risk.

Additionally, strong relationships with external stakeholders and the development of backup plans can help lessen the harmful effects of dependencies on project deliverables and timelines.

5. Communication Breakdowns

To prevent communication breakdowns, transparent communication channels, outlining roles and duties, and encouraging an open communication culture within the project team are necessary.

To handle this risk successfully, it is necessary to plan regular status meetings with brief project updates. Therefore, paying close attention to stakeholders’ opinions and concerns is imperative to guarantee alignment and quickly solve potential issues.

Communication tools and strategies, such as collaboration platforms and project dashboards, and using AI tools for project management can guarantee successful interaction and connection among all project stakeholders.

6. Budget Overruns

Using exacting cost estimation methods, keeping a careful eye on project costs, and proactively handling modifications to the project’s budget are all necessary for managing budget overruns. Establishing a thorough budget plan, carrying out frequent expenditure reviews, and spotting chances to cut costs throughout the project lifecycle is vital for handling project management risks.

Moreover, open and honest communication with stakeholders regarding financial limitations and possible hazards can lessen the adverse effects of budget overruns on project results.

Additionally, leveraging invoicing software can streamline the financial management process by automating invoicing, tracking expenses, and providing real-time insights into project finances, helping to prevent and mitigate budget overruns.

7. Schedule Slippage

Developing realistic project schedules, identifying potential risks, and implementing proactive schedule management strategies are essential to managing schedule slippage.

Manage this project management risk by regularly tracking project progress and performing profound schedule assessments. Modify the project schedule as necessary to enable changes, reduce delays, and ensure successful delivery.

In addition, building buffer time into the schedule and fostering a culture of accountability and responsiveness among team members can help minimize the impact of schedule slippages on project timelines.

8. Quality Compromises

Set clear standards and prioritize quality control tasks to avoid lower standards. Encourage team members to take responsibility for standards during the project lifecycle for optimal project results.

Problems can be resolved early on by conducting frequent quality audits while offering team members continual training and support. Effective quality control processes guarantee high standards are maintained throughout the project lifecycle.

Furthermore, sustaining a culture of continuous process improvement and customer focus can help confirm that project deliverables meet or exceed stakeholder expectations.

How to Deal with Project Management Risks?

Effective risk management is an integral part of successful project delivery. Check several methods for recognizing, reducing, and monitoring project management risks to boost project results and minimize possible disruption.

1. Risk Identification and Assessment

Hold in-depth risk identification sessions with essential stakeholders to find possible risks in all project phases.

Risk assessment tools and techniques, such as probability, impact assessments, and risk matrices, prioritize risks according to likelihood and impact.

In the project lifecycle, periodically review and update the risk register to identify new risks and reevaluate current ones, thus guaranteeing proactive risk management.

2. Risk Mitigation and Contingency Planning

Create proactive measures for each identified risk, focusing on reducing its impact and probability as part of the project contingency plan.

Create backup plans that include predetermined actions and escalation protocols for high-priority risks that are not wholly minimized.

Set aside resources to put prevention plans and strategies into action so that you’re ready to deal with unexpected circumstances as they come up.

3. Stakeholders Engagement and Communication

Encourage project stakeholders to communicate openly and honestly and to voice any worries or observations about project risks.

Involve stakeholders in risk response planning and decision-making phases to guarantee alignment and support for risk management techniques.

Regularly update stakeholders on risk status through the employee intranet to promote transparency and trust in project management.

4. Continuous Monitoring and Review

Set up effective monitoring systems to monitor the status of identified dangers, including indicators and triggers that could indicate an increase in risk.

Review and evaluate risks regularly to determine the effectiveness of backup plans and preventive measures and adjust your approach as needed.

By documenting the lessons discovered from risk events and incorporating them into the planning and execution of future projects, you can promote a culture of continuous improvement.

What is Risk Management and How to Use it?

Risk management is the systematic process of identifying, evaluating, minimizing, and monitoring risks to reduce their impact on project objectives.

Comidor’s project management software can help optimize risk management procedures by centralizing risk registers, enabling real-time team collaboration, and offering risk assessment and analysis tools. Effective risk management requires regular risk assessment, prioritizing high-impact risks, and proactive planning of responses. Using technology to automate and expedite risk management tasks increases the effectiveness of handling possible challenges. Implementing robust risk management procedures can maximize project success and improve your business’s resilience.

Conclusion

Recognizing and managing project risks is critical to the success of any project. Proactive risk management techniques can reduce interruptions. Tools can guarantee efficient project delivery and maximize project outcomes. Remember that risk prevention and early identification are vital. Be prepared to uncover potential project risks early and take decisive action to validate the success of your project.

The post 8 Common Project Management Risks and their Solutions appeared first on Comidor Low-code Automation Platform.

Fortunately, task management software can make a significant difference in keeping things organized and efficient. It provides a central hub for creating and tracking tasks, setting due dates and reminders, and monitoring progress.

This is a lifesaver for teams and individuals alike, as it helps you stay on top of your work and keep projects moving forward.

But what is task management software? Why is it important? And what are some of the best tools to consider?

In this article, you’ll learn all about task management and the benefits it brings to your daily business life. We’ll also dive into some of the top task management tools you might consider for your team.

Let’s get started!

What is Task Management Software?

Task management software is a process that facilitates the creation, tracking, and completion of tasks.

In a nutshell, it helps you manage, organize, prioritize, and assign tasks to different team members or teams. It also provides a central hub for tracking progress, setting due dates and reminders, and keeping everyone on the same page. Task Management software also typically includes useful features such as generating reports, tracking time spent on tasks, timesheets, and more.

Overall, task management software can help your team stay organized and on top of their work. You can use it for many different tasks, from organizing complex projects to maintaining daily to-do lists and as we said earlier, it can be used by individuals and teams alike.

That said, what are the benefits of task management software?

Why is Task Management Software important?

Task management software provides several benefits that improve productivity, efficiency, and communication.

For starters, it helps keep tasks organized and saves time. You can quickly create tasks and schedule due dates, and assign them to specific team members.

Here are some of the benefits of using task management software:

• Organizational prowess: Say goodbye to the chaos of scattered to-do lists and hello to the power of task management software. Easily prioritize and categorize your tasks in a centralized location.
• Collaborative wizardry: Work smarter, not harder! Task management software simplifies teamwork by allowing for efficient task assignment and real-time progress tracking.
• Time is of the essence: Time management is crucial to productivity. Task management software helps you set deadlines, receive reminders, and optimize your time management skills.
• Communication at its finest: Communication is key to success. With task management software, communicating with your team members and clients is streamlined, improving communication efficiency and reducing the need for multiple channels.
• Productivity on steroids: With all your tasks in one place, streamlined collaboration, optimized time management, and efficient communication, task management software helps you get more done in less time, unleashing your productivity potential.

Features to look for in Task Management Software

Before we get into the best tools out on the market, let’s take a look at some of the TOP task management software features you should be looking for.

Now this may vary depending on the type of tasks you’re managing and how many people will be using the software, but here are some important features to consider when choosing task management solutions:

• Intuitive interface: Look for a task management tool with an easy-to-use interface that allows you to quickly create and manage tasks, without feeling overwhelmed.
• Task prioritization: Make sure the tool provides various ways to organize your tasks, such as by project, due date, priority, or category.
• Collaboration features: If you’re working with a team, look for task management tools that allow for easy collaboration, including assigning tasks, commenting, and sharing files.
• Reminders and notifications: The ideal task management tool should be able to send reminders and notifications, so you never miss a deadline.
• Real-time updates: Stay up-to-date on your tasks with real-time updates, allowing you to quickly see changes made by you or your team members.
• Integration capabilities: Since most professionals use more than just one tool, look for task management tools that offer integration capabilities, allowing you to connect and streamline all your productivity tools.
• Reporting and analysis: Does the software offer reporting and analytics tools to help you analyze your performance?
• Task Automation: Task management tools should propose more and more process and task automation features to save time for users. For salespeople, for example, it would be to automate the sales process by scheduling emails, phone calls, and many more tasks.

These are just a few of the features that one should consider when selecting task management solutions. Ultimately, selecting the right tool should come down to understanding your unique tasks and needs and ensuring that the software you choose meets those requirements.

Best Task Management Software on the market

Now that you have your priorities straight, you can start exploring the different task management tools and find one that best suits your needs. Here are a couple of the top-rated task management software solutions on the market:

• Asana
• Comidor
• Monday
• ClickUp
• Wrike

Let’s find out a bit more about each one to see which one is the best fit for you.

Asana

Asana is a robust task management tool that offers a range of features for individuals and teams alike. With Asana, you can easily create and assign tasks, set due dates and priorities, and organize your work by project or team.

It also offers collaboration features such as commenting, file sharing, and a team inbox, making it easy for teams to work together efficiently. Asana also offers reporting and analysis tools, allowing you to track your progress over time.

Comidor

Comidor offers ready-to-use task and project management applications. Users can create tasks and assign them either to themselves or others in the company, based on group, team, or role. Tasks can be accessed and managed from the Notifications bar, Calendar, Timesheet, or Workbench. When setting up a task, users can specify its priority, link it to a process or project, and provide additional details. They can also set task repetitions to save time and boost productivity, ensuring everything stays on track. Moreover, Comidor enables setting reminders, sending automated notifications, and adding comments to any task, facilitating seamless collaboration. Lastly, through Task Reports, managers can monitor all tasks per user, their status, and track team performance.

Monday

Monday is an all-in-one task management solution that allows you to track and manage tasks, projects, and teams in one place. It is one of the most known tools as it is very user-friendly and offers a visual and intuitive interface.

With Monday, you can easily track your tasks, projects, and deadlines, and collaborate with your team in real time. The tool also offers various integrations with other services such as Google Drive, Dropbox, and Slack. What’s more, Monday provides reporting and analytics tools to help you track your progress and identify areas of improvement.

ClickUp

ClickUp is a great task management tool that offers awesome features for individuals and teams. With ClickUp, you can create and manage tasks, set reminders and due dates, and organize your work by project, priority, or status.

It also offers advanced features such as time tracking, custom workflows, and integrations with other productivity tools. Plus, ClickUp has a variety of views, like list view, board view, and calendar view, so you can manage your tasks in a way that suits you best.

Wrike

Lastly, the popular application Wrike is a comprehensive task management software that helps teams stay organized and productive. It offers features such as task creation, project planning, collaboration tools, and reporting.

Wrike also offers a range of integrations with tools such as G-Suite, Jira, and Salesforce. Plus, it provides an easy-to-use mobile app so you can manage your tasks on the go.

No matter which task management software you choose, remember that the most important factor is finding one that best fits your needs and goals.

Conclusion

Task management software is essential for anyone looking to increase their productivity. By selecting the right tool, you can manage and track tasks more efficiently and stay organized at work.

When choosing task management software, make sure to consider factors like user-friendliness, integrations, reporting tools, and pricing. We hope this article has helped make your decision about the right task management software for you. Good luck in making the perfect choice for your team! Happy task managing!

The post Best Task Management Software: Top features & 5 Tools List appeared first on Comidor Low-code Automation Platform.

Introduction

Using time efficiently is very important for getting project tasks and goals done. This is very true if there are limits on money, tools, time, and other business resources. However, underestimating time requirements, setting unrealistic schedules, and losing track of work are common challenges. Common time management pitfalls include:  

• Not setting aside enough time at the start for planning and figuring out what’s needed
• Setting very high deadlines without considering unplanned problems 
• Not splitting the work into smaller tasks and processes that can be handled
• Not keeping track of progress and delays too much
• Not focusing on the most important things and spending time on unimportant tasks
• Not having regular updates on progress and reviews of work

Not managing time well can lead to missing deadlines and going over budget. Businesses also go through poor results, tired workers, and an overall mess. That is why employers implement the practice of SMART goals. This framework suggests businesses focus on 5 key aspects for effective and efficient project management. Based on this framework, goals should be specific, measurable, achievable, relevant, and time-bound. 

Using efficient project time management tips and strategies, you can avoid these results and make your projects successful, especially for small businesses. One such advice is to use a small business time clock so you can get the basic time tracking needed which will also help you on your payroll. It will ensure that your team is making the most of their time and getting the job done. You can integrate it with your small business payroll software and automate the calculation of employee wages and the generation of payroll reports.

Strategies to Achieve Project Time Management Efficiency

 1. Checking Goals and Setting Fair Time Frames

Check what you need, the limits, risks, and resources before making your project plan. Add extra space for unexpected issues. Set goals that align with your team’s capabilities and the complexity of the task.  

• Research and detail all project requirements upfront before estimating the timeline
• Analyze historical data to forecast realistic timeframes based on project size and complexity 
• Add 20-30% padding on task estimates for unknown events and project contingency 
• Define milestones based on objective resourcing constraints and task logical dependencies
• Avoid over-compression of timeline due to management pressure or optimism   
• Communicate deadlines as goal-based rather than committed to managing expectations

2. Breaking Down Projects into Manageable Work Packages 

Deconstruct your project into logical phases and work packages. Create a work breakdown structure that assigns clear ownership. Breaking down a large project makes it less overwhelming.  

• Segment project into logical stages aligned to milestones 
• Break down work packages into granular assignable tasks 
• Build a Work Breakdown Structure (WBS) framework of phases, deliverables, and tasks
• Assign owners to each task for accountability
• Estimate individual task durations based on effort and dependencies
• Gain team input to improve WBS comprehensiveness  

3. Prioritizing and Scheduling Tasks 

 Identify critical path tasks that must get done on time for the whole project to meet deadlines. Schedule priorities and dependencies appropriately. Distinguish less important “nice to have” tasks. 

• Determine task criticality for on-time delivery
• Prioritize critical path tasks and high-impact items
• Map task dependencies to optimize workflow
• Develop a project plan schedule based on priorities, effort, and resources
• Identify additional tasks that can be prioritized later without causing harm
• Understand the first tasks needed to start other jobs

 4. Tracking and Monitoring Progress 

Always watch the time used on tasks. Make regular posts to check progress against plans. Fast spot bottlenecks and lack of resources to fix them.  

• Make sure you always keep track of time accurately
• Create regular project reviews to spot problems early on
• Watch how milestone progress and delivery trends are going
• Keep your task progress information current so you can see things happening in real-time
• Look at the critical path often to find any problems
• Address problems before they get worse by talking openly

Tools for Efficient Project Time Management

1. Microsoft Project

Microsoft Project gives strong scheduling and resource allocation. Project managers can also see and report on how things are going. Important points are Gantt charts, adjustable screens, and tools for making plans. 

2. Asana

Asana is a widely recognized project management solution because of its great features. It helps to make jobs, goals, and project plans with people who will accomplish them. It gives a timeline picture, progress watching, and reporting. Asana’s simple design makes it easy for teams to use. 

3. Trello

Trello uses Kanban-style boards to see and handle work processes. It is highly flexible for managing specific tasks in detail. Trello shows the status of tasks, who is doing what, when it’s due, and how much has been done. 

4. Basecamp

Basecamp is a well-known project management tool that’s famous for being easy to use. It gives plans for projects and how to manage tasks. To make it easier to work together, you can share files, send messages, and get automatic updates. 

Comidor Project Management Capabilities 

We offer a range of project management capabilities designed to streamline project planning, execution, monitoring, and control. Some of its key features include:

1. Task Management: Comidor allows users to create, assign, and track tasks within projects. It enables task prioritization, deadline setting, and task dependencies to ensure smooth workflow management.
2. Project Planning: Users can create project plans, define milestones, and set timelines using Comidor’s planning tools. Gantt charts and other visual planning features help in organizing tasks and schedules.
3. Resource Management: Comidor facilitates resource allocation and management by providing visibility into resource availability and workload. Users can assign resources to tasks and projects efficiently.
4. Collaboration Tools: Comidor includes collaboration features such as topics, file sharing, and comments to foster team communication and collaboration. This enhances transparency and facilitates effective teamwork.
5. Document Management: Comidor offers document management capabilities, allowing users to store, organize, and share project-related documents securely. Version control and access permissions ensure data integrity and security.
6. Time Tracking and Reporting: Users can track time spent on tasks and projects using Comidor’s time-tracking functionality. Additionally, the platform generates reports and analytics on project progress, resource utilization, and other key performance indicators.
7. Risk Management: Comidor helps in identifying, assessing, and mitigating project risks by providing tools for risk identification, risk analysis, and risk response planning. This enables proactive risk management throughout the project lifecycle.
8. Integration and Customization: Comidor offers integration with various third-party tools and platforms, allowing users to connect their project management activities with other business processes. Additionally, the platform supports customization to adapt to specific project management and automation requirements.

Frequently Asked Questions 

How can I build time buffers without setting unrealistic deadlines? 

Build buffers into task estimates, not just the final deadline. Analyze past projects to forecast more realistic timelines. Perform critical path tasks more intensively. Communicate deadlines as best-case timeframes.  

What metrics should I track for project time management? 

Track the following metrics: 

• Individual task actuals against estimates
• Milestones met/missed
• Number of scope change requests approved
• Total project budget against actual spending
• Use rates for resources 

 How often should I review the project status? 

Check in at least weekly for larger projects, if not daily for high-priority efforts. Regular status reviews enable early identification of timelines or budget deviations. 

What are warning signs that time management is failing? 

The following signs show poor time management:

• Missing milestones 
• Incomplete deliverables
• Excessive overtime
• Rushed quality
• Mounting scope creep
• Resource burnout
• Lack of task updates 

Conclusion

Effective and efficient project time management takes diligence. But it pays huge rewards in on-time, on-budget delivery of projects. Using the strategies and tools outlined in this guide will help you manage competing demands and priorities. Let us know if we can help assess your current time management maturity or coach your teams!

The post The Ultimate Guide to Efficient Project Time Management: Strategies and Tools for Success appeared first on Comidor Low-code Automation Platform.

The post Mastering Construction Project Management: Your Key to Building Success appeared first on Comidor Low-code Automation Platform.

• Apply the desired filters. Date, personnel, Project, and other filters are available.
• Book your resources easily, reassign tasks to other employees or to another day with drag-n-drop functionality and get a full overview of your teams’ workload.
• Click on a specific date and choose the service, project, work package, and workload for this booking. Prepare tasks option is also available.
• Different colors indicate the priority of each work package and the approved absences of the personnel.

In order to access Team Planning, go to Packages> Project Automation> Team Planning. The Team Planning table opens.

Users that have the PM package activated from the Application Rights have access to this unit.

Filters

The Filters section should contain the following fields:

• Booked Personnel: each manager views the list of their subordinate personnel. Choose one or leave it empty to view results for all your subordinates.
  • You can check personnel’s resource manager in their personnel card.
• Approval Status: define one or more personnel booking approval statuses from the list (Pending, Approved, Cancelled, Rejected).
• Customer: limit the results to one customer by choosing from the list of accounts, or leave the customer filter empty to view results for all customers.
• Project: Choose one Project from the list to limit the results, or leave the filter empty to view results for all Projects.
• Work Package: choose a work package from the list (the list depends on the chosen project), or leave the filter empty to view results for all work packages.
• WP Status: choose a work package filter from the list (Running, Opened, Confirmed, Scheduled, Completed, Cancelled, Paused, Failed, All).
• Date From (date): define the start week of the results. Depending on the date you choose 2 weeks grid appears.

Fetch results

Click the button “Fetch” to view the updated results based on your filters or “Clear” to clear all selected filters.

• A table is displayed showing subordinate personnel’s bookings for the selected week as well as the next one.
• The first column displays the Personnel and the next columns refer to each weekday (including weekends).
• The button Previous Weeks and Next Weeks should be available on the left and right top side of the table header.
  • Navigate through different weeks, simply click on the “Previous Weeks” button on the top left side of the results table or the “Next Weeks” button on the top right side. The table refreshes and displays results with the same filters for the two previous/next weeks from the selected Date.

The legends table displayed at the bottom highlights the different colors for approved absences and priorities of each booking.

• Approved Absence/ Public Holiday: Grey (whole cell),
  • Hover over a cell of an Approved Absence/Public Holiday. A window appears displaying the information about the specific date being a Vacation (absence) or a National Holiday.
• The priority of the booked project: Light Green-Normal, Dark Green-Low, High-Orange, and Red-Top.

Create a booking

In order to create a booking in the Team planning, click on a cell in the table. The Add Booking window is populated with the following fields:

• Booked Personnel and Requested Personnel are prepopulated and not editable according to the personnel’s row in the table and refer to the Personnel you want to make to booking for.
• Work as; is mandatory and you can choose from the list of Products and Services the service for this booking.
• Prepare Tasks is a checkbox, that if checked will automatically create tasks for the booked personnel for the scheduled workload. If left unchecked no tasks will be created.
• Show unassigned projects is a checkbox, that will define the Projects shown in the field below. If left unchecked, it will populate all Projects in the field below. If checked, it will only show projects without bookings.
• Project is a mandatory list based on the “Show unassigned projects” checkbox, where the manager can choose for which project is this booking for.
• Work Package is a mandatory list based on the selected project, where the manager can select the exact work package of the chosen project that this booking is for.
• Define the Rate number,
• Billing Currency is a mandatory list that fetches values from the Currencies table. Choose a Currency for this booking.
• Define the Booking Start Date and the Workload (in hours).

Set values to the fields and click Save. The new booking is displayed on the table. Based on the priority of the project different color is shown (green, orange, red).

• In case the workload exceeds the availability of the booked personnel, the booking will be split into 2 or more days.
• In case the work package that is chosen for the new booking is scheduled to end prior to the booking date, a respective message is displayed to the manager and prevents him/her from adding the booking.

View a booking

Users can hover their mouse over a booking to view more information. In particular, after having fetched the results hover over a cell with a booking. A window appears with the following information: Project. WP, PM, Booking, Approval Status, Booked Workload, Total Workload, and Capacity.

Edit a booking

Click on an existing booking to make any changes you wish. The Edit Booking window is populated, having the fields:

• Booked Personnel, Requested Personnel, Work as, Prepare tasks, Rate, Billing Currency, Booking Date, and Workload.
• The fields above are prepopulated with the values as were set on the booking creation and all in edit mode apart from the “Requested Personnel” which is uneditable.
• Edit the values you want and click save.

• Drag-n-drop an existing booking from one day to another to change the Booking date.
• Drag-n-drop an existing booking from one Personnel to another to change the Booked Personnel.

Find out more about Project scheduling and Personnel Booking here.

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