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 Project Work – Load Based

Cloud Coach meetings provide powerful collaboration tools that can be linked to many different items and objects in your organization. Cloud Coach meetings include minutes, assigned resources, and other functionalities that we will go over in this lesson. Learning Objectives How to assign project task work at the Project level and Task level. How to

Assigning 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