Project managers and service delivery leaders and can see success in realtime
Are you cobbling together a last-minute report?
We’d rather see project managers and service delivery leaders spend their time managing the team, not a bunch of spreadsheets.
Service leaders can organize and manage their pool of resources
Resources can be employees, contractors, and even equipment. In the Resources tab, you can manage all of them. Control the utilization targets for each resource, archive resources, and add your custom fields and formulae.
Project managers can plan projects with utilization in mind
The Forecast Matrix is your interface to assign resources to projects and forecast their time into the future. As you do, you’ll see in real-time who’s overbooked or underbooked based on their workload pipeline.
Compare forecasted vs. tracked time by project, team, or entire organization
As projects kickoff and go in flight, you can see charts and reports on your page layout to measure forecasted hours against actual tracked hours. With this data, you can see your projects’ health in real-time and solve issues early.
See company-wide resource utilization to see how busy your teams are
All forecast and tracked data sit in your Salesforce org. This means you can use the robust Salesforce reports engine to slice and dice the information the way you need. This enables you to view production workload in ways you’ve never been able to before.
Ready to get started?
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