Each one of your projects includes various reports for getting updates and tracking activity. When using the Project Activity report, you can view the level of activity across all project sections for any user on the project. The report includes options to select specific dates and sort by the volume of activity. Here is an example of the report output:
This is a simple way to quickly see how much activity is occurring in your project management app. It also informs you of who the least and most involved users are on a project over a given period of time. Therefore, you will know which users have the most availability in their schedule when allocating resources on new tasks. To take this a step further, the Project Activity report is also available from the Global Reports section in order to view activity levels across all projects for each user. When you need to dive more into the details, you can also use the task level reporting in Projecturf..
Items in Projecturf are assigned to one or multiple people. When you assign an item such as a task to multiple users, it will show the number of people it was assigned to in the task list. To see all the assignees, simple click on that number and the row will expand for you to see everyone involved on the task. An example is shown here:
This works the same in other sections of your projects as well, such as Tickets. With just one click, are you able to view all assignees for any item. You can also use reports in your project management tool to quickly view who's responsible for the different tasks. The project completion report lists out all responsible parties, which can also be filtered and sorted to your needs.
Assigning and viewing items with multiple users is simple in Projecturf. Visit the support center here to learn more about setting up your projects to quickly assign items to multiple people.
In every project you can add new discussions quickly and select who you want to include on the discussion. You can also attach a discussion to an existing document or design and collaborate on them using the reply via email option or directly from within your project management app. When in the app, quickly see who is included on a discussion by hovering over the people icon next to the subject name on the tab as shown here:
This makes it easy to see who's involved in a conversation when you're replying and revisiting a previous discussion. You can also easily add and remove people from the discussion at any time. This is an important option as projects evolve and more users get looped in. Your discussions are simple to use in Projecturf and you can easily view full threads by clicking show more on any past conversations.
All your discussions are centralized in the Discussions section for convenience and to help improve your efficiency. To learn more about Discussions in Projecturf, visit the support center.
Since most of you are on a number of different projects at any given time, you are frequently accessing many of them throughout the day. Instead of going back to the Global Projects page each time you want to access another project, the most recent projects you've opened will automatically pin to the top of the screen for you to access with one simple click. The six most recent projects will stay pinned to the top of the screen as shown below and you can close them anytime. You can also simply rearrange your project tabs in the order that works best for you by using drag and drop.
When clicking a tab to change the project, the new project will open to the same section you are currently in. This allows you to switch between projects without unnecessary clicks of going back to the section you are using. Another benefit of the project tabs is that you can click the settings icon on the current tab to quickly navigate to the project settings page. From there you can add new project team members, change the status of your project, add a budget, and much more. By pinning project tabs you can quickly access what you need in your project management software.
You can quickly see what's happening on all of your projects from the global view. For example, if you need to see time entries across all projects, just navigate to the global Timecard section where you'll see all the time entries, what project they are associated with, any notes associated with them, who submitted each one, etc. You also have the capability to sort on any column as in the screenshot below of the Timecard section headers and also filter by person to find what you need quickly.
Most importantly, you can easily make changes from the global sections in your project management app if needed. This includes marking items complete, adding time entries, editing entries such as tasks or tickets, moving calendar events with drag and drop, and much more. SInce there are lots of moving parts in each project, this helps speed things along and let's you stay focused on the important things. Click here to learn more about what's available in your project management tool.
Each project in Projecturf has it's own calendar for setting up events and meetings. You can also view and edit any events from your projects on the Global calendar. If you need to add any event to another one of your calendar apps such as iCal, simply click on the event and you can download it instantly:
As you can see, you can easily download any event from your Projecturf calendars. This is a simple way to grab an event from your project management application. Projecturf also let's you sync entire project calendars or all projects at once. You can learn more about this option here.
Creating and setting up your projects in Projecturf only takes seconds. You can start by setting default role and permissions, which will be used for all new projects. These can be further modified in the project settings if needed, but it's a great option for projects that will have a similar setup. To set the default permissions, go to the system settings in the account section and click on the Template tab. From here, simply set the permissions for project managers, staff members, and clients for all sections. Then choose your default role when adding new project members.
After setting the default permissions and roles, all your newly created projects will include these default settings. Then you can quickly add the project team from your address book. If you manage a lot of different projects in your project management app, this will help speed up getting started on new projects and you won't need to remember what permissions you want on your projects.
You can also use an existing project as a template for new projects, which includes tasks, tickets, and events, and contacts. Learn more about this option here.
It's important to keep your costs under control on each of your projects. In order to understand the true financial impact of a project, you need to have good visibility into all spending as your projects evolve. Projecturf makes this very simple. It's easy to keep track of spending on your projects by setting a project budget. After creating a project, simply go to the project settings page and add the budgeted costs and hours for the project.
After you've set the budget, you can use the charts at the bottom of the Timecard section to quickly see where your projects stand. The charts display the paid and unpaid hours and costs to the overall project budget as well as the total hours and costs in comparison to the budget. As project requirements change, you can easily update the project budgets you are tracking to from the project settings page.
In the Timecard section, your users can enter both fixed and hourly expenses which are then compared to the overall project budget. You can learn more about adding fixed expenses here. This is a simple way to keep track of all your project spending at a high level and further drill down into the expense details if needed.
Also, new in Projecturf, you can set budgets for each task and track those budgets using the Task Budgeting report. The task budgeting is a way to manage individual tasks for those that need the task level budgeting capabilities in their project management software.
Tracking project due dates is very simple to do in Projecturf. You can add or change a due date for your projects from the project settings page. Once you select a due date for a project, it will show up on both the project and global calendar so you won't forget it. All project due dates include the project name in parenthesis and are displayed in grey on the calendar to stand out from your other events.
By adding due dates to each of your projects, you are also able to see when all your projects are due from the Global Projects page. You can easily sort your projects by due date by clicking on the due date column. All projects that are overdue are automatically displayed in red to notify the the project team as shown here:
Setting and tracking due dates is a critical part of managing projects and expectations. This helps you meet your client or company obligations and gets your schedules and deadlines centralized in your project management software. You will also see all project start dates on the calendar to keep the project teams informed and for tracking purposes.
Adding a status to each one of your projects allows you to quickly see where all your projects stand and which ones need your attention. For example, if a project has been completed then simply select Completed from the list of statuses and you'll know that one is off your plate. You can choose from one of the default statuses or add as many new ones you'd like. You can easily assign the status to each project from the project settings page. Just choose from one of the existing options:
Or, create a custom one:
After you've added a status to your projects, you'll see it listed next to the project name on the Global Projects page. This is a great way to view what the status is across all your projects, with a quick glance.
You can also quickly sort by status by clicking the Status row heading to view projects based on status. The project status can be changed or updated anytime by going to the project settings page in your project management app. Assigning a project status is also a simple and effective way to keep the project team notified of changes or progress.