Agencies have repeatedly told us that delays to project start dates often blow up their resource schedules and they don't have an easy way manage the changes.
Our most recent release focused on this problem. We created a unique project control screen with a simple but powerful interface. Agencies can see all of their projects in one place and simply drag them to shift start dates, automatically adjust resource schedules and update capacity forecasts.
The Project Screen:
Here are a few way it's being used:
Click, Drag and Rearrange Projects
You can now click and drag projects to change their start week. When a project is moved resource schedules and capacity forecasts are automatically updated.
Evaluate Capacity in Different Scenarios
Service companies are using this insight to plan for the most likely scenario and be prepared for the others.
The project screen's aggregate chart allows agencies to evaluate capacity in different scenarios. The different shades of yellow represent projects in the pipeline with different likelihoods of closing and getting booked. The darkest yellow represents booked projects and lightest shade represents project's least likely to close.
Filter Based on Close Confidence
Agencies can filter their project pipeline based on projected close confidence. This allows managers to:
See where projects are in the sales cycle and how an aggregate will impact capacity
Identify projects without contracts that are still flexible in order to make room for other priorities
Compare Booked and Unbooked Projects
Book projects against capacity
Unbooked projects against capacity
Find the Best Time to Book a New Project
June would be a GREAT time to schedule a new project!
Tell us how you'd use the project's screen!
This post only describes the use cases we've seen in the past week and we are sure there are more. If you have an idea of how you could use it at your agency, let us know! We'll publish it on our blog and invite you to talk about it on our upcoming video interview series, Agencies Teach Agencies.