Many of our customers deliver the same type of service(s) on a regular basis for different customers.  One of the best ways to ensure consistent project performance across teams is to create project templates for each type of service delivered.  For example, if one of our service offerings is to do a particular type of integration, then create a project template which contains the activities (tasks) and work assignments required to deliver that service.  The template then represents your best practice for delivering this service to your customers.  Each project team follows the prescribed project plan, ensuring consistency of service delivery, increasing service quality and reducing errors.

The scope of the service may change for a given customer.  For some, the effort will require more time, for others, less time.  The requirements gathering process (either during the sales process, or after project initiation) will illuminate if the project plan should be adjusted after generating the project from the template.  Existing task durations can be easily changed or new tasks added as required via our intuitive Gantt or Task list views.

To extend the duration of a Task, hover your mouse over the end of the task bar.  You will see a drag indicator.  Drag the end date of the bar and drop it on the date you wish the Task to end.  To adjust the Task start date, do the same thing except drag the start of the Task bar.

You can move an entire task earlier or later by clicking on the center of the Task bar and drag forward or backwards.

Project Pulse provides an easy way to move entire Phases as well.  Click and drag on the center of the Phase bar and all Tasks contained with the Phase will be shifted with respect to the Phase dates.

The Project Pulse scheduler is very intelligent.  If you drag and drop a Task or Phase on a non-working day, the application will set the date to the next available working day.  To override this behavior, the Task has an attribute called Skip Non-Working Days.  Setting this value to True will allow users to start or end a Task on a non-working day.

Each Task or Phase has an attribute called Show in Timeline.  If this attribute is true, then an diamond style indicator will show in the TimeLine view area.  Hovering over the diamond will display information about the Task or Phase.  For each Task or Phase with this attribute set to True, you will also see the diamond indicator displayed on the Task or Phase.

To edit a Task or Phase, you can right-click on the list of items to the left of the Gantt view and select Edit, or just double-click on the Task or Phase bar to bring up the respective Edit view for that item.

Gantt View

Non-working days as defined in the Salesforce business calendar are shaded in yellow.  The current date is shaded in red.

As Tasks and Phases are worked, the Gantt view will show their progress by shading the respective bar according the the %complete value of the Task or Phase.

 

 

 

About Jeff Kennedy

Jeff Kennedy is the Sr.VP and General Manager of the Configero Products division. Jeff has a engineering degree from Marquette University. Over his career, Jeff has performed roles as software developer, system and software architect, professional services management, sales management and management consulting. Jeff founded the Configero products division in 2012 and this division of our company now has 2 market leading applications and enjoying explosive growth. We have many F500 customers using our technology and applications to improve their business operations and profitability.

Entries by Jeff Kennedy