Setting Up Your Skill Matrix – Enterprise & Ultimate

If you are working in the Cloud Coach app you will see a tab labeled Resourcing. If you are not seeing this tab: Navigate to the app launcher. Search “Resourcing”. Select the Resourcing option. Let’s go over the key features of the Resourcing tab. Resources Load: (1) Time Period This left-side panel allows you to determine what

Assigning out Project Work – Time Based

Learning Objectives: How to assign projects to team members. How to determine what tasks should be assigned to each user. Time-Based Resource Model Overview Time-Based Resource Overview: To use time-based resourcing, your project must be set up in the time-based resource project model. To set up the time-based resource model: Navigate to the project you

Setting Up Your Skill Matrix – Team

If you are working in the Cloud Coach app you will see a tab labeled ‘Resourcing’. If you are not seeing this tab: Navigate to the app launcher. Search ‘Resourcing’. Select the Resourcing option. Let’s go over the key features of the Resourcing tab. Resources Load: (1) Time Period This left-side panel allows you to determine what