When Should You Shift from Spreadsheets to Project Management Software?

When Should You Shift from Spreadsheets to Project Management Software?

 

Spreadsheets have long been a go-to tool for organizations to manage projects and track progress. However, as projects grow in complexity and teams become larger, the limitations of spreadsheets become more apparent.

Here are some key indicators that it’s time for your organization to leave spreadsheets and deploy a project management software.

Scaling Issues

As projects and teams grow, so does the amount of data that needs to be tracked and managed. Spreadsheets quickly become unwieldy and difficult to navigate as the number of tasks, milestones, and team members increases. Top project management software, on the other hand, is designed to handle large amounts of data and can easily scale to meet the needs of growing teams and projects.

Collaboration & Communication Challenges

Spreadsheets are not designed for real-time collaboration and communication. Multiple team members may be working on the same spreadsheet at the same time, leading to version conflicts and data inconsistencies.

Project management software, in contrast, allows for real-time collaboration and communication, with features such as task assignments, progress updates, and commenting.

Lack of Visibility

Spreadsheets can make it difficult to get a clear view of project progress and identify potential issues. With data spread across multiple sheets and tabs, it can be hard to see the big picture and make informed decisions.

Project management software provides a centralized location for all project information, with features such as Gantt charts, timelines, and progress tracking that make it easy to see the current status of a project and identify areas that need attention.

Inability to Automate Processes

Spreadsheets are not designed to automate processes, which can lead to manual errors and inefficiencies. Project management software, on a different footing, can automate many workflow undertakings such as task assignments, progress updates, and reminders. This can save a lot of time and reduce the risk of errors.

A Piggybank Saving Time


Which Areas Should an Organization Automate First with a Project Management Software?

When implementing a project management software, it’s important to prioritize which areas to automate first. This will help ensure a smooth transition and enable teams to quickly see the benefits of the new tool.

Here are some areas that organizations should consider software streamlining first:

Task Assignments

Automating task assignments ensures that project tasks are assigned to the right team members and that no tasks are overlooked. This is another huge time and error-saver.

Progress Updates

Putting progress updates on auto ensures that team members are held accountable for their tasks and that project managers have a clear view of project progress. This can help identify potential issues early on and ensure that projects stay on track.

Reminders

Automating reminders for upcoming deadlines and meetings can help ensure that nothing falls through the cracks. This alleviates the risk of missing important deadlines and milestones.

Time Tracking

Best project tracking software ensures that team members are accurately tracking their time and that project managers have a clear view of how much time is being spent on different tasks. This can help identify areas where time is being wasted and improve overall project efficiency.

How Steep is the Learning Curve for a First-Time User?

The learning curve for deploying a project management software can vary depending on the specific software you choose and the size and complexity of your organization. Some of these tools may have a steeper learning curve than others, depending on the number of features and customization options they offer.

Generally, the learning curve can be broken down into three phases:

  1. Getting familiar with the software
    This initial step involves learning the basic layout and functionality of the software, such as how to navigate the interface, create and assign tasks, and track progress. This typically takes a few days to a week.
  2. Understanding the advanced features
    Once you’ve familiarized yourself with the basic functionality, you can start exploring the advanced features such as reports, automation, and integrations. This phase can take several weeks, depending on the complexity of the software and the number of features you need to learn.
  3. Customizing the software to fit your organization’s needs
    The final phase is customizing the software to fit the specific needs of your organization. This may involve setting up custom workflows, integrating with other tools, and creating custom reports. This phase can take several weeks to a couple of months, depending on workflow requirements.

It’s important to keep in mind that the learning curve will be different for different team members. Some may pick it up faster than others, but with good training and support, most team workers should be able to become proficient with the software within a few weeks to a few months.

Minimizing Productivity Loss When Switching to a New Project Management Software

There can be a productivity loss when making a shift to a new project management software, as team members may need to spend time learning how to use the new tool and adjusting to updated processes and workflows. However, this failure can be minimized by taking the following steps:

Provide training and support

Provide your team with adequate training and support on how to use the new project planning software. This can help them learn the new tool quickly and minimize the time spent figuring things out on their own.

Gradual implementation

Gradually implement the new software by starting with a small team or a specific project, rather than rolling it out to the entire organization at once. This will give team members the opportunity to get used to the new tool before it becomes a requirement for all of their work.

Keep communication open

Keep communication open with your team throughout the transition process. Encourage team members to share their feedback and ask questions. This will help identify any issues or concerns early on and address them promptly.

Automate repetitive tasks

Utilize the automation features of the new software to automate repetitive tasks, such as task assignments, progress updates, and reminders. This can save time and improve efficiency.

Keep the old system running

Keep the old system running for a while, until everyone is comfortable with the new arrangement. This will ensure that there is no loss of data, and people can work with the system they are familiar with as they learn the new one.

By taking these steps, organizations can minimize the productivity loss associated with transitioning to another project management software. It’s important to keep in mind that the shift may take some time and effort, but ultimately it will lead to improved collaboration, accountability, and project efficiency.

Read More: Top 10 Project Management Software & Tools for 2023​​

How to Compare PM Vendors for Selection?

When comparing project management vendors, it’s important to consider the following factors:

Features

Evaluate the features offered by each vendor and compare them to your organization’s specific needs. Consider which of these are essential and which are nice to have.

Ease of use

Take stock of the ease of use of the software. Look for one that is user-friendly and easy to navigate. This will help ensure that team members can quickly learn how to use the software and minimize the impact on productivity.

Integration

Look for a program that can integrate with other tools and systems that your organization already uses. This will help ensure that the software can seamlessly fit into your existing workflow.

Scalability

Consider the scalability of the software. Look for a project management solution that can easily scale to meet the needs of your growing organization.

Support and customer service

Look for a vendor that offers excellent support and customer service. Consider the availability of support options such as email, phone, and live chat. Also, check if they have a knowledge base or a community forum.

Cost

Compare the costs of each vendor and consider the long-term expense of using the software. Look for a system that fits within your budget and is cost-effective.

Security

Assess the security measures and compliance standards of each vendor. This is particularly important if you’re dealing with sensitive data.

Customization

Check if the software can be customized to fit your organization’s specific needs and processes.

Reviews and testimonials

Look for reviews and testimonials from other organizations that have used the software. This will help you gain insight into the experiences of other users and identify any potential issues.

Free trial or demo

Try out the software with a free trial or demo before making a decision. This will give you hands-on experience and help you determine if it is a good fit for your organization

By considering these factors, organizations can compare project management software dashboard and choose the one that best meets their needs. It’s also important to keep in mind that the best software for your organization will depend on your specific needs and budget. (please download our vendor selection template to speedily help you with this – get the best project management solution for your workplace).

What are the top project management tools preferred by/recommended for first-time users?

There are many project management software available in the market, and the best one for your organization will depend on your specific needs and budget. However, some of the top project management software often recommended for first-time users include:

Asana

Asana is a web-based project management software that is known for its ease of use and intuitive interface. It offers a wide range of features such as task assignments, progress tracking, and collaboration tools. It’s a perfect fit for small to medium-sized teams and organizations.

Trello

Trello is another web-based project management software that is known for its simplicity and ease of use. It uses a “board” and “card” system to organize tasks and projects, making it a great option for visual learners. It’s a good fit for small teams and organizations.

Basecamp

Basecamp is a web-based project management software that offers a wide range of features such as task assignments, progress tracking, and collaboration tools. It’s easy to use and has a clean, simple interface. It’s a great option for small to medium-sized teams and organizations.

Monday.com

Monday com is a web-based project management software that offers a wide range of features such as task assignments, progress tracking, and collaboration tools. It’s known for its flexibility and customization options, which makes it a great option for teams and organizations of all sizes.

ClickUp

ClickUp is a web-based project management software that offers a wide range of features such as task assignments, progress tracking, and collaboration tools. It’s known for its ease of use and intuitive interface, which makes it a great option for small to medium-sized teams and organizations.

It’s worth noting that these are just a few examples of the many project management software available in the market. Also, it’s important to evaluate the specific needs of your organization and try out a free trial or demo of the software before making a decision.

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Monday.com
Clickup
In conclusion, as projects and teams grow in complexity and scale, spreadsheets become less and less effective as a project management tool. Project management software provides the scalability, collaboration, and visibility needed to effectively manage projects, as well as the ability to automate processes. If your organization is facing any of these challenges, it may be time to consider deploying a project management software on the double!

Top 10 Project Management Software & Tools for 2023

Professional discussing the top PM tools of 2022

Top 10 Project Management Software & Tools for 2023​​

 

These days, most project managers complain that the variety of PM solutions on the market always end up leaving them in a constant state of perplexity. As a work-streamlining aficionado, do you also feel the same?  

If yes, what if we short-listed the top project management software available in 2023 for your subscription consideration?  

Also, when starting with the researching endeavor, you should choose a solution that adopts innovative technologies to boost your workflow efficiency.  

Here’s a list of the top 10 project management software guaranteed to up your game over the competition – pay in gold dividends (and we mean this quite literally)! 

Top 10 Project Management Solutions [Circa 2022-2023]

Scoro Software 

Scoro software is an end-to-end work management solution designed for streamlining the project workflow of agencies and organizations. The program:

  • Simplifies quoting, manages bids, and optimizes utilization techniques 
  • Keeps projects organized and works as a single database for professionals with a wealth of integrations 
  • Tracks the finances of companies like a pro, cutting down the administrative workload 

Cost: The price range of Scoro software starts from $33/user/month.  

SmartSheet Software 

SmartSheet is a modern-day task management software geared to facilitate flawless portfolio management to help its deploying firms work efficiently. The application is known for its: 

  • Flexible dashboard feature to capture data insights, record project progress, and manage project schedules timely.  
  • Ability to drive firms to growth by assigning dedicated marketing, IT, and operational executives for better portfolio management.  
  • Data assets, secure requests, resource and process management. 

Cost: The cost range of SmartSheet software starts from just $7/user/month. 

Workzone Software 

Workzone is a highly accredited project management software that handles project workflows reliably. It effortlessly: 

  • Deploys robust tools to assure uninterrupted customer support. 
  • Revolutionizes account management with Gantt Charts and prevents projects from falling behind.  
  • Allows for seamless collaboration, offers built-in reporting modules, sets user permissions, and nurtures fast communication.  

Cost: The Workzone software subscription cost starts from $200/month/user.

ProWorkflow Software 

ProWorkflow makes for an all-round ‘adored’ PM solution on account of its intuitive nature. It is one of the best project management software currently available geared toward boosting workflow efficiency. Its varied suite of features helps: 

  • Unite teams with robust solutions by assigning tasks, tracking timelines, and quoting invoices.  
  • Pursue filework automation and accounting integrations.  
  • Conduct banding, reporting, resource management, and projects workload overview.  

Cost: ProWorkflow software offers plans starting from $18/month/user.  

GanttPRO Software 

GanttPRO PM software offers a one-size-fits-all solution for tackling a wide gamut of workflow automation processes – boosting the rate of project deliverables. It facilitates with: 

  • Building project timelines, tracking workflow, and meeting deadlines.  
  • Controlling project expenses, arranging collaboration, and creating instant templates.  
  • Gantt chart and board views consolidation for imparting prompt insights into projects’ progress for nurturing a better workspace.  

Cost: Free; starts at $7.99/user/month.  

Also Read: Project Management Tools Monday

Redbooth Software 

Redbooth is a flexible time-tracking PM software designed to help clients meet project deadlines; deemed the ‘most suitable’ workflow-streamlining utility for busy teams. The program works wonders in: 

  • Organizing project information and connecting teams for faster workflow processing.  
  • Assuring teamwork that scales by keeping all members on board with its static visual representation of project workflows.  
  • Tracking multiple tasks simultaneously and enabling clients to score more profitable projects by working smart.  

Cost: Redbooth software plans subscription starts from as low as $9/month.

Clarizen Software 

Clarizen is an intact plan view solution designed for enterprise-level project handling. This adaptable tool improves the bottom line of organizations; helping: 

  • Clients spend less time aggregating project information and more time on the ground work (through minute, interactive, data centralization).  
  • Users productively enhance collaborations with stakeholders by allowing them to look into project dashboards.  
  • Project managers boost productivity with data-driven resources and financial management workspaces.  

Cost: Clarizen software subscription costs aren’t publicly available – but you can gain a good estimate/ballpark figure for custom organizational implementation by reaching out to our friendly customer reps on the helpline number above (page top-right 👆👉)

Also Read: Reasons to Use Gantt Chart in Project Management

Mavenlink Software 

Mavenlink is a project automation software that helps organizations unleash their true potential by leveraging data insights on a repeat, on-going, basis. The utility:  

  • Serves clients best by optimizing staff effectiveness via a tacit understanding of firms’ operational needs.  
  • Offers the ‘best, industry-acclaimed’ screen time with impeccable resource management, endless predictability, and success-geared quoting techniques.  
  • Integrates data, automates workflows, optimizes allocations, projects visibility, and allows for accurate estimate forecasting.  

Cost: The cost range of Mavenlink software is not publicly available but you can contact us directly to get a quote (number above; page top-right 👆👉).

Freedcamp 

Freedcamp is an intelligent PM software that effortlessly handles the entire project management cycle – from ‘ideation firsts’ down to the ‘end finish’. It adds to the skillset of high-performing teams with its core suite of features that include: 

  • Kanban boards and Gantt charts so managers can get a bird’s eye view of project tasks, dragging them to completion efficiently.  
  • Task management services that enable professionals to keep crucial project data to themselves and create sub-task lists for smoother process handling.  
  • Services like ‘Issue Tracker’, ‘Milestones’, ‘Calendar View’, widget boards, and white labels to manage projects in a simplistic manner.  

Cost: The Pro plan costs just $1.49/month/per user. Freedcamp also offers a cost-free bundle! 

Also Read: Pricing, Feature Comparison Top 5 PM Tools

Freshdesk Software 

Freshdesk is an ideal software for scoring more leads along with enabling ‘delightful’ (in the words of many reviewers) customer experiences. It breeds meaningful conversations through a developmental aesthetic designed to value clients’ time via: 

  • Managing sales channels with SLA management, a ‘Ticket Field Suggester’, scenario automation, and ticket-status tracker.  
  • Resolving issues with services like team huddles, linked tickets, and parent-child tickets to sort complexities before they get out of hand.  
  • Field force management by featuring effective dashboards, mobile field-tracking, time tracking, and customer signature functionalities.  

Cost: Free; starts at $25/user/month for paid, all-features-access, bundles.  

In Summation... 

Your choice of PM tool subscription largely boils down to the constrains of your organizational size and budgetary considerations. Further, a good way to size up how a certain utility would fare in your workflow setting would be to sign-up for its demo offering – easily attainable through this platform (simply follow the links inserted above under each software section to start streaming).

Also Read: project management software price comparison

10 Best Construction Project Management Software

Top construction management software

10 Best Construction Project Management Software

 

Having construction management software may be the solution if you can relate to these difficulties faced by project managers in the building industry. You can use the program to expedite every step of your construction project, from drafting the first drawings to creating the actual building. Construction management software can also be used to organize activities and coordinate with team members, track expenditures, and monitor the status of a project. The said application, further, can help you execute high-quality construction projects by improving communication and checking mistakes. 

The following comparison between the top 10 construction managements solutions currently available within the market will help you choose the one most suitable for your business: 

construction business

Accubid Software

Trimble Accubid software is a comprehensive cost-approximating solution with a flexible (yet rigorous) calculating tool to rapidly and reliably develop estimates. For contractors of all sizes, it offers a versatile solution available in a variety of configurations. 

Estimating and Time Off 

You can save the time it takes to produce precise bids and good takeoffs with Accubid software’s estimating features. Here, you can figure the degree of detail you require with the help of advanced features like auto-fitting generation, value engineering, and pre-built assemblies. The platform incorporates Trimble’s ‘AutoBid’ utility that features ‘SheetMetal’: the fastest, most precise estimating solution for sheet metal contractors.  

Change Management  

The program’s ‘change management’ function features data synchronization so you can consult your database of previous contract estimates to begin creating new contract papers. It can also be used for faster production and submission of professional change order reports to generate speedier approvals. 

Accubid Pricing 

The Accubid subscription pricing depends on your firm’s requirements, and can be tailored accordingly (along with the utility’s features cocktail). In order to generate a quote, you can contact the sales team by filling in the form available on the official vendor profile.  

Jonas Construction Software

Jonas construction software is ideal for mid- to large-sized specialist contractors, including plumbers. It has robust financial and reporting capabilities to improve business operations, easily schedule tasks, plan routes, and keep track of all your tech, equipment, supplies, tools, and client history. 

Accounting 

The Jonas construction software has a full range of accounting features that include general ledger, accounts payable, payable, and accounts receivable functionalities. You can view related documents, such as lien waivers or client receipts or statements, quickly from any internet-connected computer, iPad, tablet, or mobile device. 

Service Management  

The platform offers many tools for service management. It lets you quickly generate work orders. You can also maintain complete transparency regarding the types of repairs and maintenance services sought. The program, moreover, comes with the ability to transmit work requests to employees’ mobile devices, such as their Android or iOS mobile phones or tablets, allowing for effective resource management. 

Jonas Construction Pricing  

The monthly cost of the premier pricing plan is $249 per month. On the other hand, you can also get a customized cost for an enterprise-grade subscription plan.  

McCormick Software

McCormick software is a complete solution for low-voltage, solar, commercial, industrial, residential, and other specialist contractors. Each level of the estimating package offered by it caters to a certain group of contractors, ranging from the lone contractor and small service enterprise to multi-million dollar contracting companies.  

‘Four-Level Solutions’  

A Windows-based estimating system is available from McCormick Systems for residential, industrial, and commercial contractors. The company provides four distinct tiers of estimating tools: WIN 6000, WIN 4000, WIN 3000, and WIN 1000. Each level is designed to meet the needs of a certain class of contractors, from independent contractors and small service providers to large contracting businesses. 
 

Bid Automation 

You can improve data accuracy and decrease manual inputs by automating operations. To speed up takeoffs, prebuilt components and a unique collection of automated procedures are used. Based on the estimation data, you may manage or adjust the birds with ease. This systematization ensures a timely delivery of submissions. 

McCormick Pricing  

The official vendor’s software profile does not provide information on McCormick costs. To receive a tailored quotation, you need to submit the specifics regarding the quantity of users and the items you desire. For all sizes of enterprises, this may be useful. 

Procore Software

Procore oversees the management of your resources, finances, and projects from project planning to closeout. Every project participant is connected to the owner and general or specialty contractor via the platform. Managers can control project details, plan activities, and monitor progress thanks to the unified dashboard.  

Estimating  

You can perform quantity takeoffs, estimates, and retrieve expert suggestions rapidly to put your projects in the best possible position for success. Create precise construction cost estimates quickly to win more jobs in less time. AI auto-count takes the role of the needed manual symbol identification for takeoff.  

Resource Management 

Make decisions based on information from real-time productivity tracking software to save your labor budget and schedule. Management of documents is essential. Using “Daywork Sheets” to track, record, and capture out-of-scope work helps reduce risk. Automatically notify the office staff so they may submit a change request and arrange payment. 

Procore can be used to monetize your projects as well. It can also be employed to track labor costs in real-time, identify at-risk work scopes, and act swiftly. All of these things are beneficial for your project’s budget and profitability. 

Procore Pricing  

Procore subscription pricing is customized for every company so that small and large businesses are equally supported.  

Coconstruct Software

The CoConstruct software is used by custom home builders and remodelers. It gives them access to tools for managing projects, finances, and clients. Users can also sync information from estimates, specifications, choices, bids, change orders, and budgets with QuickBooks.  

Billing & Purchase Orders 

The easy-to-use functionality can be useful for POs (Purchase Orders). You can get your subs to approve the job scope and the terms of payment online, and keep tabs on approvals, PO status, and invoicing.  

Estimating  

Coconstruct can also be used to create as well as customize estimates. Further, it can help generate a cost catalog, make the consumer aware of specific line items, and obtain digital signatures. 

Coconstruct Pricing  

There are three plans offered by Coconstruct in pricing options. The essential plan costs $99 per month for every user, advanced is billed $399, and the complete package comes at $899. Each successive option presents a wider range of tools.  

Buildertrend Software

Buildertrend aids contractors in completing more tasks while decreasing delays, alleviating miscommunication, and boosting client satisfaction. Several features are available to expedite every step of the building process, including client communication, document management, scheduling, and change order functionality.  

Specialty Contract 

There are many tools that take the edge off of specialty contractors. For example, job specifics are liable to get lost if there isn’t one single source of truth. You can keep track of your work, save an infinite number of files, and discuss changes with your team via Buildertrend’s Daily Logs feature. 

Lead Management  

The Buildertrend software also provides tools to ensure that you can capture leads and convert them into clients. You can bring your old clients with a simple integration process to merge your old data within the system. Moreover, you can launch mass marketing campaigns and develop one-time or drip campaigns. Moreover, you will be provided access to analyze data to determine how to manage successful campaigns.  

Buildertrend Pricing  

A 3-tiered pricing model is available for Buildertrend users. The first plan costs $99 for each user, per month. The Buildertrend cost of the advanced model is $399 and the cost of the last pricing plan is $899.  

Acumatica Software

Acumatica offers small and mid-market businesses value through cutting-edge technology, world-class business capabilities, and client-focused business practices. The software’s functions include the management of financials, project accounting, inventory management, and CRM (with integrated workflows). Acumatica, further, supports an open architecture for scalability, usability, and quick integrations. 

Financial Management  

The financial management tools can be used to scale across the business. Acumatica’s financial management utilities include access to the General Ledger, cash management, project accounting, and time management functions.  

Inventory Management  

The inventory management tools help you sustain your customers. You will gain access to inventory levels no matter where you are. Moreover, you can check stock reserves as well. It also features tools to help you manage back orders, credits, returns, and exchanges. The replenishment tool includes functions for you to reorder points, manage safety stock, and more. 

Acumatica Pricing  

Acumatica software pricing comes customized for users after they provide details about the requirements of their firm. The size of your team is a huge contributing factor to the cost quotation.  

RedTeam Software

RedTeam is a system for mid-sized commercial general contractors that combines project management, construction financials, and document control. To handle the pre-construction, construction, and project closeout phases, contractors can access this cloud-based application. 

Preconstruction Tools 

You can set requirements based on insurance needs, locations, and degrees of expertise, and get quotations from your vendor database. Moreover, you can access the estimating module of RedTeam to communicate demands to your vendors. Once requests have been made, vendors will react to them immediately and start uploading the necessary paperwork. When the vendor quotations are posted, you may compare them side by side to decide which offers the best qualifications. 

Project Management Tools 

You can clearly see the crucial component of your project management through the RedTeam submission procedure. You can make requests and submission packages using our platform for managing construction projects. Take advantage of the collaborative functionality to record all the metadata related to this procedure. 

RedTeam Pricing 

The RedTeam pricing ensures that flexible options can be customized for all users. It is able to accommodate practices of all sizes so that even startups are supported.  

MeasureSquare Software

MeasureSquare provides support to flooring firms. Every size of business can simply measure with laser meters and create floor layouts thanks to the application. It is also possible to create expert estimations which can result in generating on-the-spot signatures.  

Commercial Flooring Estimates 

With one simple-to-use tool, MeasureSquare’s Commercial Edition enables teams to takeoff, bid, and sell together. The utility provides estimates for all kinds of floors, walls, and ceilings, including carpet, sheet vinyl, tile, and hardwood. 

 Painting Estimates 

The commercial estimating tool MeasureSquare can quickly and precisely input PDF painting drawings and estimate paint areas. Produce expert suggestions with colorful drawings for the site painters, and calculate the prices of difficult curved forms, paint supplies, and labor. For paint contractors and property owners wishing to estimate and bid on jobs effectively, the painting estimating software comes as essential. 

Measuresquare Pricing  

Measuresquare has different prices available for each product. There is a free trial available for users who want to test the system before they subscribe. Generally, program costs start from $179 per user per month. 

Stack Software

Stack provides a single, centralized platform for managing construction where bid procedures are provided to SMBs by the cloud-based construction takeoff and estimating. With the use of takeoff measurement and marking tools, intelligent estimation technologies, reports, real-time collaboration, simplified bidding, and customization options, it strives to give users a precise and adaptable takeoff and estimating solution. Built to fit any trade, it functions effortlessly for regular construction tasks as well as landscaping, roofing, concrete, and masonry jobs. 

Document Management  

Staying organized has never been simpler thanks to project plans, specs, and other documents being safely saved in a single, central hub. Through the use of Stack, which makes sorting and searching straightforward and enables team members to quickly discover the information they want, overflowing bins of blueprints and difficult-to-access file servers are eliminated. 

TakeOff Estimates 

STACK software surpasses obsolete desktop software and tears through computations with an efficiency that rips through paper and manual approaches. Flexible, user-friendly takeoff tools adapt to your requirements and provide a range of measurement types for rapidly and precisely calculating material amounts. With cloud connectivity, takeoffs continue to move as quickly as you do. You can view documents and communicate from any location and on any device at any time. 

Stack Pricing 

The Stack pricing gives you the option to start with a free trial. Meanwhile, the first plan costs $2,444 and the second option costs $5,499. You also have the option to customize a plan based on your firm. 

7 Key Features of Construction Project Management Software

construction project management

Here are the 7 vital tools that are part of a standard digital construction project manager: 

  • Document Management: Document management tool lets you create a single source of truth for your team. You can streamline all your data, create new versions of documents, and organize them too. Moreover, you can archive documents and limit access so only important data is visible.  
  • Scheduling Tools: The project scheduling tools help you keep track of project schedules and ensure you’re able to finish your assignments on time.  
  • RFIs & Submittals: An important tool to look for in a construction management software is RFI (Request for Proposal) so you can track the response. 
  • Purchase Orders: The purchase order features ensure that you keep track of all the material that is bought during the construction project. This feature will help you stay on budget and ensure that all the expenses are recorded.  
  • Safety Management: It is equally important for safety management tools to be maintained as another crucial feature of construction projects. Therefore, a project manager should have safety protocols and standards for your team to follow. Customizable protocols further ensure that your team has safety instructions based on the job site.  
  • Transmittal Management: The project management tool also has the capacity to store the communication that takes place between you and the people you collaborate with.  
  • Time Tracking: It is crucial to track time and make sure that you are ahead of the timeline and that project requirements are being fulfilled in a timely manner.  

Benefits of Using Construction Software

benefits of construction software

Based on project performance, staff availability, and deadlines, the best construction project management software should enable you to modify or update your processes for current projects. You get complete control over your building projects in this manner. 

You should be able to import outside material, such as images and documents, from your computer, smartphone, or other storage devices using the program you choose. This flexibility allows you to make changes to your project specifics without having to start fresh papers. You may start working on the project by simply uploading already prepared documents. 

Conclusion

There are several construction project management software applications available in the market and a lot of them share certain similarities. However, when it comes to choosing one, it is important to keep the size of your firm in mind so that you can reap the benefits of the software. It can also be useful to keep in mind the nature of the details that you want. Some tools support better management of tasks whereas others support heavy-duty construction requirements.  

 

Best Project Management Software Monday – Features and Detail Review

Best Project Management Software Monday - Features and Detail Review 

 

Monday com software is a cloud-based work OS (Operating System) that enables teams to confidently manage projects and procedures. It’s a straightforward yet intuitive Work OS that enables teams to design processes, adapt to changing demands, provide transparency, collaborate, and cease performing manual grunt work. Project Management Software Monday facilitates collaboration. 

Here is a comprehensive Monday project management review to help you evaluate its features.  

7 Monday com Features

The following is a comprehensive list of 7 Monday project management features: 

Dashboards

You can create customizable dashboards on Project Management Software Monday. The dashboards let you keep track of timetables, budgets, and progress. You can also run reports and view information from a bird’s eye view. The dashboards can also be used to enhance collaboration. The data tools can be used to exchange files, allocate tasks to resources, and prioritize assignments as well. You will be able to access important information like who is working on what to help your team stay on the same page.  

Kanban

The Kanban board is also integrated into Monday.com as a smart feature. First of all, it can be used to automate grunt work to reduce repetitive manual tasks and focus on executive work. It is also able to offer a mode of communication to your team so they can share updates or feedback to release products successfully. Moreover, it can be used to quickly track iterations and backlogs so you can observe how your team is doing in relation to each goal. 

Files

Monday also gives you the option to maintain your digital assets. It lets you create a timeline that shows every revision of a file, adding versions as you go and making it easy to see the most recent version. The files feature can also be used to store, arrange, and manage all of the resources on a centralized platform. It lets your team members access relevant information right away when they are working. Moreover, you can upload files in any format from PC, Google Drive, Dropbox, and Box. 

Docs

The docs feature lets you collaborate with your team in real-time. Your team can co-edit the document and share comments with each other. While making actionable lists, you can use the drag-and-drop interface to move your text without interrupting other people who are working on the document. In addition, you can embed videos and dashboards in your documents to make them more dynamic with context.  

Automation

Task automation can be used to ensure that manual tasks management is simplified. It can be used to send emails on due dates. Moreover, you can request updates in real-time. Customizable automation of tasks can also reduce meetings for updates or feedback.  

Gantt Chart

The Gantt board can be used to track deadlines. It ensures that everything is finished on schedule, and you can easily view crucial dates, and milestones, and define dependencies for your projects. You can quickly convert spreadsheets into smart boards that you may use to visualize the best gantt chart software.  

Integrations

You can connect Monday.com workflows with apps that you work with regularly. There is a wide range of integrations available on Monday including Outlook, Dropbox, Zoom, Excel, and Zapier. 

Monday Products

Workforms

The workforms product supports a no-code builder so you can create customized forms for your company. You can specify criteria to obtain accurate and relevant information. It will help you minimize the back-and-forth loop.  

Canvas

The canvas can be used to plan customer journeys, processes, and user flows. It can be used to create diagrams with shapes and arrows that have snap connectors. It has a marker feature so you can express yourself by drawing your ideas.  

Read More: Top Project Management Myths Not to Fall for in 2022

Benefits of Using Monday Software

There are many Monday project management benefits: 

Customizable

With features like ready-made themes, column kinds, boards, documents, dashboards, and more, it enables you to create a digital workspace for your work. 

Team Collaboration

By using the program to exchange updates, monitor performance, view comments, and more, it enables the entire team to work together on a projec

Reports

By delivering insights and reports through dashboards, Gantt charts, and other tools, it supports data-driven decision-making.

The following is a list of Monday software pros and cons:

Pros of Using Monday com Software

  • You get immediate access to new tasks and adjustments to old ones thanks to the dashboard. 
  • The update function can be used to ask questions, provide status reports, and make reports.  
  • Instead of having to start from scratch, you can use templates to create tasks or projects.  
  • You can create flexible workflows by using column types and view types that are possible through Gantt and Kanban.  
  • Online teams can work together as they have access to comment on tasks, comment on them, and download them as well.  
  • You can automate mundane tasks and use automation to request updates too.  
  • The setup is flexible and easy.  
  • The interface is simple and user-friendly.  

Read Also: Why Do You Need The Best Software For Project Management?

Cons of Using Monday com

  • Monday could benefit from integrations with some apps like Xero or Google Ads to directly manage campaigns.  
  • The basic pricing plan does not offer integration.  

Project Management Software Monday Pricing

Individual: Free. It includes limitless boards and documents, 200+ templates, 20+ column types, compatibility for iOS and Android. This option is for up to 5 users.  

Basic: $8 a month for each other. This option can be used to invite unlimited free guests, access prioritized customer support, and create a dashboard with information from one board.  

Standard: $10 a month for each user. This option comes with all the capabilities offered in the individual plan in addition to extras like customer support, integrations, and automation of up to 250 activities. It can be used to create a dashboard based on information from five boards. 

Pro: $16 a month for each user. It contains all the capabilities offered by the basic plan in addition to integrations and automation that can handle up to 25,000 actions per month, private boards and documents, chart views, formula columns, time tracking, dependency columns, and a dashboard with the option of 10 boards. 

Read Also: Top Project Management Software for Finance Industry

Enterprise: Contact the Project Management Software Monday sales team to get a price. All of the features offered by the Pro plan are included, along with unlimited enterprise-level automation and integration, enterprise-level securit y and governance, advanced analytics and reporting, multi-level permissions, tailored onboarding, premium support, and a dashboard combined with up to 50 boards. 

Also Read:

Pricing & Feature Comparison for top 5 PM tools

Clickup vs Trello

 

Looking for other project planning tools apart from Monday.com?

We picked out the best 10 for you:
  • AtTrack: AtTrack is a time tracking software for HR managers and small business owners to plan, track, and measure employee productivity and project timelines. The software is easy to use and budget-friendly. AtTrack also integrates with other tools, such as Google Docs, Trello, and Jira to facilitate collaboration and communication among team members. 
  • A1 Tracker: This is a collaboration tool designed specifically for risk management. A1 Tracker helps risk managers and business owners identify, assess, and manage risks related to their projects and operations. The tool can also be used to create custom risk registers, set risk thresholds, and monitor risk levels in real-time.
  • Coda: Coda is a multi-user document collaboration tool for freelance and in-house teams to create and collaborate on dynamic, interactive documents. Users will be able to combine text, tables, and media in a single document and use built-in formulas and functions to streamline project plans and content production. 
  • Evernote Teams: Evernote Teams serves as an all-in-one digital file cabinet, personal notebook, and project management tool for individuals and teams. Each team member can create notes, keep on top of assigned tasks, and manage schedules in one place, while also collaborating with others for projects and meetings.
  • Ayoa: Ayoa is the only mind mapping tool in the market that is based on AI. It’s an intuitive, “brain-friendly” tool where users can map project cycles in canvas and workflow style boards for seamless task management and idea generation.
  • FreshDesk: Looking for a customer support software? FreshDesk helps organizations manage and resolve customer inquiries and issues. It offers a range of features for handling customer interactions, including a ticketing system, a customer portal, and live chat. Freshdesk also includes tools for managing and tracking customer interactions, such as a knowledge base, a customer feedback system, and a reporting and analytics dashboard.
  • Bluebeam Revu: This is a project management software for the construction industry. With Bluebeam, architects, engineers, and contractors will be able to create, edit, collaborate, and share PDF documents on the go and in the office. The platform is great at improving workflows among team members in real-time, and includes features for built-in markup and hyperlink tools, permission settings, and live activity feeds. 
  • Lucidchart: Lucidchart is a web-based application where users can sketch and share professional flowchart diagrams to manage projects and brainstorm ideas. The platform is most popular for creating business process maps, planning and organizing scrum teams, and sketching product architectures. 
  • Kanbanchi: Kanbanchi is the only online tool for managing enterprise-level projects on Google Workspace with built-in features like Kanban Board, Gantt Chart, and Time Tracker. It is designed to promote real-time collaboration and simplify task management. Because the interface is very similar to Google, users will be able to quickly grasp Kanbanchi’s full functionality within minutes.
  • Favro: This cloud-based collaborative planning tool is most popular among fast growing SaaS and live game companies. On Favro, marketing teams and software developers can create and organize planning boards and sheets, databases and roadmaps, and documents and wikis. Favro is also great for prioritizing projects with high-level goals by aggregating the workflow of their team members.

All You Need to Know About Business Collaboration Tools

All You Need to Know About Business Collaboration Tools

 

Collaboration is the process of working with others to accomplish a common objective. This target can be a project or an organizational goal in a business setting. 

Collaboration Tools

Collaboration tools are software applications that enable individuals to communicate to achieve a common objective. A collaboration tool is intended to assist a group of two or more individuals in attaining a common aim or purpose. Among the advantages of utilizing collaborative tools are:  

Easily Accessible Information

You can store papers, files, folders, etc., in a shared location accessible to all team members for easy access. It is useful when a new team member is added or when an existing team member takes a leave of absence or is replaced. As all papers are consolidated, new team members may quickly get up to speed, and the ongoing project is unaffected. 

Enhanced Communication

Your team members can interact whenever they require assistance. They don’t need to wait until the next meeting to communicate their thoughts or difficulties. Instead, they can utilize live chat and audio/video calls to exchange information and solicit feedback from peers. This saves time, improves workflows, and facilitates project communication. 

Improved Employee Productivity

If your team is geographically distributed or working remotely, a collaboration platform will serve as the link between all team members. They will receive periodic updates and information regarding the project’s development. This will increase their sense of connection and responsibility for the project’s outcome, directly impacting their productivity. 

Critical Features of Collaborative Tools

Here are some characteristics of collaboration tools from which your organization may benefit: 

Communication

Collaborative tools support synchronous and asynchronous communication with features including online chat, audio and video calling, and discussion forums. 

File Sharing

File sharing enables team members to share data, papers, photos, etc. You can distribute them via email and chat attachments.

Document Management

Document management enables you and your colleagues to collaborate in real-time on papers. You can store all documents in a central repository and grant access permissions to members as needed. 

Project Management

Collaborative tools allow you to create project tasks and subtasks, establish deadlines, and assign them to various team members. This assists with project management software, tracking dependencies, and resource planning. 

Top 5 Collaboration Tools

ClickUp Software

Clickup Software is a cloud-based solution for project planning, organization, and collaboration. It allows you to create and assign team members to project tasks. Your coworkers can remark on tasks and tag one another to seek follow-up activities. Additionally, they can highlight and respond to specific portions of remarks. This function is helpful if someone asks several questions on a comment or if the job is highly active. When a task is done, all members are notified of its completion. 

Other ClickUp collaborative features include: 

  • File exchange 
  • Gantt chart 
  • Product roadmaps 
  • Kanban boards 

Google Workspace

Google Workspace, formerly known as G Suite, is a cloud-based collaboration application that includes Gmail, Google Meet, Google Chat, and Google Calendar. 

The tools include document sharing, live chat, and video calls to facilitate real-time collaboration among remote workers. For instance, multiple team members can simultaneously edit a Google document. They can add comments to the document and share it via email or Google Chat with their peers. They can also connect with others in real-time via a call. You can schedule these meetings in advance and send invitations via Google Calendar. 

Other collaboration features of Google Workspace include: 

  • Instant messaging 
  • File management 
  • Cloud file storage 
  • Communal workspace 

Slack Software

Slack Software is a web-based team collaboration application that you may use for both formal and informal team communications. It enables you to create specific chat channels for projects, team discussions, and even informal talks. Text chat and audio or video calls allow your team members to collaborate in real-time.  

You can also use Slack to communicate with clients that prefer not to utilize email. You can invite them as guests to any Slack channel. You can even modify the privacy settings of channels to restrict access to documents, photos, etc., to just approved members. 

Other Slack collaboration features include 

  • Notifications sent using electronic mail 
  • @ mentions 
  • Screen sharing 
  • File and document management 

Trello Software

Trello Software is a visual cloud-based collaboration platform that facilitates project and task management. 

The online collaboration application allows you to arrange tasks using Trello cards on graphic project boards. Each card represents a different project, and you can build task or to-do lists. You can add due dates, assignees, and comments to tasks and track progress. Team members can upload documents and request feedback on deliverables through card-based comments. 

Other Trello collaboration features include: 

  • File exchange 
  • Process automation 
  • Activity recording 
  • Real-time notifications 

Zoom

Zoom is a cloud-based team communication suite that offers audio and video conferencing, webinars, and shared online workspaces, among other features. 

You can use the tool’s meetings and chat functions for everyday collaboration. For example, you may make audio and video calls to communicate with your coworkers individually or in groups using Zoom meetings and chat. During calls, you can share your screen and even allow people to write or annotate. You can also use the private chat box to send a message or share a file with a specific member during a group call. 

Other collaboration features of Zoom include: 

  • Attendee management 
  • Drag-and-drop file sharing 
  • Statistical reporting and analysis 
  • Call recording

 

10 Best Business Collaboration Tools

Apart from the top 5, we’ve rounded out more software choices for different industries and purposes:
  • AtTrack: AtTrack is a time tracking software for HR managers and small business owners to plan, track, and measure employee productivity and project timelines. The software is easy to use and budget-friendly. AtTrack also integrates with other tools, such as Google Docs, Trello, and Jira to facilitate collaboration and communication among team members. 
  • A1 Tracker: This is a collaboration tool designed specifically for risk management. A1 Tracker helps risk managers and business owners identify, assess, and manage risks related to their projects and operations. The tool can also be used to create custom risk registers, set risk thresholds, and monitor risk levels in real-time.
  • Coda: Coda is a multi-user document collaboration tool for freelance and in-house teams to create and collaborate on dynamic, interactive documents. Users will be able to combine text, tables, and media in a single document and use built-in formulas and functions to streamline project plans and content production. 
  • Evernote Teams: Evernote Teams serves as an all-in-one digital file cabinet, personal notebook, and project management tool for individuals and teams. Each team member can create notes, keep on top of assigned tasks, and manage schedules in one place, while also collaborating with others for projects and meetings.
  • Ayoa: Ayoa is the only mind mapping tool in the market that is based on AI. It’s an intuitive, “brain-friendly” tool where users can map project cycles in canvas and workflow style boards for seamless task management and idea generation.
  • FreshDesk: Looking for a customer support software? FreshDesk helps organizations manage and resolve customer inquiries and issues. It offers a range of features for handling customer interactions, including a ticketing system, a customer portal, and live chat. Freshdesk also includes tools for managing and tracking customer interactions, such as a knowledge base, a customer feedback system, and a reporting and analytics dashboard.
  • Bluebeam Revu: This is a project management software for the construction industry. With Bluebeam, architects, engineers, and contractors will be able to create, edit, collaborate, and share PDF documents on the go and in the office. The platform is great at improving workflows among team members in real-time, and includes features for built-in markup and hyperlink tools, permission settings, and live activity feeds. 
  • Lucidchart: Lucidchart is a web-based application where users can sketch and share professional flowchart diagrams to manage projects and brainstorm ideas. The platform is most popular for creating business process maps, planning and organizing scrum teams, and sketching product architectures. 
  • Kanbanchi: Kanbanchi is the only online tool for managing enterprise-level projects on Google Workspace with built-in features like Kanban Board, Gantt Chart, and Time Tracker. It is designed to promote real-time collaboration and simplify task management. Because the interface is very similar to Google, users will be able to quickly grasp Kanbanchi’s full functionality within minutes.
  • Favro: This cloud-based collaborative planning tool is most popular among fast growing SaaS and live game companies. On Favro, marketing teams and software developers can create and organize planning boards and sheets, databases and roadmaps, and documents and wikis. Favro is also great for prioritizing projects with high-level goals by aggregating the workflow of their team members.

Bottom Line

You require a collaborative business atmosphere to understand your responsibilities. If you need help, you cannot wait for formal meetings but must instantly engage with your team to move forward. There are various software applications to help you meet your collaboration requirements. If you are unfamiliar with collaboration tools, we hope this guide will help you make the best decision for your business. 

Related Article: Top Project Management Software for Finance Industry

A Detailed Guide to Project Management Terms and Techniques

A Detailed Guide to Project Management Terms and Techniques

 

If you have natural leadership abilities, an eye for detail, and a preference for clear expectations, you’ve managed projects for your team. But if you lack professional expertise in project management, it might be easy to become overwhelmed by this new duty. But don’t worry, we are here to assist you. 

This introductory overview of project management will identify best project management software, terms, tools, and practices to equip you with the skills necessary to run a project. 

Project Management

Project management is the practice or discipline of organizing, motivating, and directing efforts to accomplish a given goal. The project objective is generated and delivered within the budget, scope, and schedule parameters. 

Functions and Structure of the Project Team

Now let’s discuss who participates in project management. 

Project Manager

Only the project manager is granted the authority to handle a project. They are responsible for developing the processes needed to manage people, tasks, and deliveries throughout the project lifecycle, from planning to closure. 

The role of project manager is responsible for defining the work/tasks, creating the project plan, maintaining the budget, and managing the change order or request process. They also collect the project scope, maintain project documentation, and report and communicate with all project stakeholders regarding its progress and status. 

Project Group

The project team could consist of full-time or part-time employees and independent contractors. This team should be execution-focused, ensuring that each task is completed as defined, under budget, and on schedule. In addition, they are responsible for comprehending the work to be done, determining when to raise concerns or issues to the project manager, and conveying task updates proactively. 

Project Sponsor

The project sponsor is the individual who initiates the project and has the final authority and say. Typically, they are accountable for getting project funding, resolving high-impact issues and scope modifications, and approving the major project deliverables. The project is neither successful nor complete until its sponsor declares it so. 

Read More: Top Project Management Software for Finance Industry

Project Management Documentation

A vital role of project manager is to create and maintain project documentation. From identifying the project’s goal before work begins to documenting lessons gained after the project concludes, project documentation assures consensus and transparency regarding expectations. It also serves as a guide for the team and informs the design of future similar initiatives. 

Project Plan

A project plan is a central document for a project. In addition to defining the project objectives/scope, project schedule, and high-level requirements, it also considers the budget and schedule. This document, often known as a project charter, is where you will formally identify the project team and roles.

Project Scope

The scope describes the project’s final objective and the tasks required to achieve it. The project manager collaborates with the project sponsor to determine the project scope before the project starts and makes adjustments as necessary. The project plan should document the high-level scope and the project’s borders and perimeters. 

The best foundation for a successful project is a scope that is specified clearly and concisely. 

Project Requirements

In essence, requirements are precise descriptions of what the product or service should serve the user, what it should look like, and how it should function. 

The project manager should include the high-level requirements in the project plan as part of the project’s scope, and the specific requirements in a document that is easily accessible to the team. Each team member should study the requirements’ specifics to guarantee clarity and consensus over what must be done. 

Change Orders

Once the project’s scope, requirements, budget, and schedule have been authorized, any adjustments must go through a formal change order process. This guarantees that all requested changes are correctly documented, evaluated, and subsequently approved or denied. In addition, this creates trust in the project management process among all stakeholders and forces hasty or poorly thought-out decisions to be refined before implementation. 

Status Updates

Last but not least, the status report is a regular report detailing the project’s progress, important task updates, and budget adjustments. This continuing and transparent report assists you, your project team, and critical stakeholders maintain integrity regarding the project’s work, budget, and issues. 

Read More: Top Project Management Software Dashboards Compared

Project Management Tools

Let’s examine the most fundamental project management planning tools and their functionality within project management software.

Gantt Chart

A Gantt chart represents a project’s tasks and a timetable is used to monitor project schedules. 

Work Breakdown Structure

Work breakdown structure (WBS) is a hierarchical chart that describes the primary deliverables of a project and then breaks them down into smaller, more manageable tasks.   

Critical Path

A critical path is the sequence and timing of tasks that you must do to complete the entire project on time. A task is on the critical path if, for instance, a one-day delay on that job will result in a one-day delay for the entire project. The critical path will require the most significant time to execute the project’s tasks. 

Project Risk

Every project contains future occurrences that, if they materialize, would have a detrimental influence on at least one project’s aim. These occurrences are project risks, and as the project manager, you should construct a risk register to capture each risk occurrence, the action required to mitigate it, and its status. 

Popular Project Management Methodologies

Agile

Agile Project Management Software is an adaptable, flexible process for obtaining project requirements, executing, and delivering the project. The project will begin with high-level needs, but not every detail will be determined before the team starts work. Instead, the team will focus on work blocks, present them to the project sponsor, and then make adjustments or move on to the next work block. 

Scrum

Scrum is an Agile teamwork technique characterized by the delivery of iterative, incremental work increments. It is frequently employed in software product development. Scrum is derived from the sport of rugby, in which the team leader, the Scrum Master, empowers the Scrum team to operate rapidly and independently. An empowered team is a Scrum team. 

Bottom Line

Project management goes much beyond its definition. It is a large subject that encompasses numerous topics. We hope this guide provides you with strategies and best practices to improve your project management process. 

Top Project Management Software for Finance Industry

Top Project Management Software for Finance Industry

 

 As a finance project manager, you understand the importance of keeping track of tasks, your company’s cash flow, and sticking to project budgets and deadlines. Whether you’re calculating an estimate or looking for ways to save money, you need to cover all of your bases to avoid tasks falling through the cracks and causing bottlenecks that slow down progress. 

By automating project tasks, monitoring the project timeline and budget, tracking milestones for each phase, and reporting the financial status of projects across departments or campaigns, financial project management software can make your job easier.

Top 5 Financial Project Management Software

Aha! Software

Aha software is project management for finance professionals that helps them define strategy, document ideas, and collaborate more effectively. They can also organize feedback, budget projects, and prioritize requests. 

You can use Aha! to create project schedules and financial reports based on project data, task assignments, and task reminder automation. For example, using the scorecard feature, you can rank project initiatives based on how they will increase sales, help retain customers, contribute to marketing, and impact operational efficiency. You’ll also need to specify how much effort each task will require. After that, the software calculates and assigns a score to each task to assist you in prioritizing your efforts. 

Clickup Software

ClickUp software is a web-based project management financial services tool that makes task management and collaboration easier. It includes, among other things, reminders, goal setting, scheduling, and an inbox. It’s completely customizable, and any team that needs to plan, organize, and collaborate on projects can use it. 

The tool’s recurring task feature aids in the management of multiple projects’ finances. For example, when you pay a monthly bill and mark it as complete, the platform automatically creates a new task for the following month. This makes it simple for your bookkeepers and accountants to keep track of invoices and prepare for audits. 

Evernote Business

Evernote Business platform offers project financial management tools and aids in simplifying workflows and project collaboration. In addition, Evernote teams software provides a centralized repository for project documents and data, making it simple to search for and locate your required data. 

As a cloud-based platform, Evernote Business allows your finance teams to collaborate and access information from any location, whether they’re in the same office or working from home. Its “spaces” feature allows them to connect, share updates, and pin notes in one convenient location. 

A library of templates is also available, including project timelines and deliverable templates. Your finance team can use these templates to create project budgets, trackers, and plans.

MeisterTask

MeisterTask is a task management tool with a user-friendly interface. You can customize its Kanban-style project boards to fit the various workflows that your finance team is working on. For example, Kanban boards can help your team stay on top of budgeting, accounting, and resource management projects. 

The tool’s project timeline feature, which works similarly to a Gantt chart software, allows you to see how project tasks and dependencies are progressing. It highlights incompatible tasks or overlaps, and it has a drag-and-drop interface for changing the start and end dates. From the timeline, you can also assign tasks to team members. 

Todoist

Todoist Software is a task management platform with a focus on project management. It allows you to make to-do lists, add tasks and subtasks, schedule tasks, assign task priority levels, and much more. 

You can use the software to track progress, delegate tasks, set due dates and set up automatic task reminders for any budgeting project. In addition, project team members can add comments, upload files (including voice notes), and access a task calendar to manage their schedules better. 

The software allows you to customize your task view based on the due date, priority, campaign, and other factors. In addition, its productivity visualization feature lets you keep track of each team member’s contribution. Individuals and teams can both use Todoist. 

Related Article: Top Project Management Software Dashboards, Compared

Bottom Line

The ability to automate recurring tasks like billing and invoicing, connect with teams from different departments, and keep financial documents and information centralized while managing projects appeal to finance leaders. This is why they are looking for finance software with all the required features. You can schedule a demo or read user reviews to make a knowledgeable decision.

Top Project Management Software Dashboards Compared

Top Project Management Software Dashboards Compared

 

Dashboards for project management (PM) provide you and your stakeholders with a quick overview of team progress. These dashboards take data about project performance and milestone achievements and display it in an easy-to-read format so you can figure out what to do next. PM tools often include reporting and project tracking features, such as visual reports or dashboards that allow managers to see project status, costs, and other key information at a glance. 

Choosing top project management software can be complicated; different tools provide different features, and pricing varies greatly from one vendor to the next. Let’s look at five of the best project management dashboards based on ease of use and customer satisfaction. 

WorkOtter

You can use a widget format in WorkOtter to customize the layout of each dashboard. For example, the most critical project information and data points should be at the top, while the details should be at the bottom. You can also send stakeholders recurring automatic dashboard report emails. This may reduce or eliminate the need for weekly meetings with high-level stakeholders, which can be time-consuming.  

Finally, you can customize dashboards based on user roles. WorkOtter can send everyone the same real-time data via custom dashboards that show relevant insights without jeopardizing data integrity because different stakeholders prioritize different information. 

Cost 

The Team edition costs $20 per month per user (the base edition does not include dashboards). 

Claritask

You can see task comments from contributors in the same dashboard as the main project and subtasks with Claritask. When team members require additional context or information, this facilitates better project communication. You can also keep track of time spent on projects by clicking the “play” button on each task.  

Cost 

The software costs $35 for the first seven employees. 

Read More: Project Management 101: Everything You Need to Know

Nifty

Because Nifty is so good at client management, it could be a strong contender for agencies. It also has a portfolio feature that allows you to create a collection of projects from which you can group clients. 

The home screen of your project management dashboard provides a window into every aspect of your project, allowing you to get a high-level status overview in a single glance. In addition, you can control and customize modules with drag-and-drop widgets to create a unique dashboard that meets your specific needs. 

You can also use the discussions tab to send documents to multiple collaborators for brainstorming or working sessions.  

Cost 

Nifty costs $49 per month. However, there are discounts available on annual subscriptions.  

GanttPRO

You can switch between the Gantt chart and the board view on the dashboard. You can also share project plans with others using a “secret public link” to keep stakeholders informed about project progress without requiring a login. 

You don’t have to start from scratch when creating a new project with GanttPRO because it has a template option. Furthermore, the dashboard allows you to access task settings directly from the grid rather than navigate multiple levels. You can, for example, change the priority of a task or its progress without leaving your workspace, and the Gantt chart grid will update the timeline accordingly. 

You can also export your Gantt chart to PDF, XLSX, or PNG formats. In other words, instead of creating a Gantt chart by hand in Microsoft Excel or Google Sheets, you can quickly create a professional project visualization to share with clients or other teams. 

Cost 

The monthly charges are $6.50 per user for up to 40 users.  

Workzone

The Workzone dashboard includes a Gantt chart view to see a project’s timeline and dependencies quickly. You can also access personal to-do lists based on your tasks, including a prioritized view of what you need to accomplish. Members of the team can quickly scan their deadlines to organize their workday better. 

Workzone’s project dashboard is an excellent tool for project managers and executives who want a high-level overview with the ability to drill down into individual projects to look into delays or overdue items as needed. 

Cost 

The Team subscription costs $24 per month per user. Volume discounts are available, and all subscriptions are billed annually. 

Bottom Line

Each project management dashboard has its own set of advantages and disadvantages. So rather than looking at all of a tool’s features, make sure you understand your company’s pain points and any issues with your current dashboard. Then, as you’re researching platforms, look at how the new platform’s features address your particular problems. 

Why You Need an Agile Project Manager?

Why You Need an Agile Project Manager?

 

Small businesses are increasingly employing Agile tools and processes these days. However, as more small and midsize businesses (SMBs) adopt Agile for project managers, questions about how to do Agile correctly will inevitably arise. 

One of the most frequently asked questions is whether traditional roles, such as project managers, are required in Agile Project Management Software frameworks. After all, isn’t the Scrum master in charge of project management? Moreover, is it essential to have a project manager when Agile already has product owners and product managers? 

This blog will look at some of the issues surrounding Agile project management’s changing role. But, first, we’ll go over the key responsibilities of an Agile project manager and why your small business might or might not need one. 

What is an Agile Project Manager?

Using the Agile framework or methodology, an Agile project manager assists with project planning, including budget, timeline, and scope. For example, a Scrum team may include an Agile project manager. 

The “business” side of things, such as resource procurement, contracts, budget reporting, and so on, will be handled by an Agile project manager, leaving the Scrum team to focus solely on iterative development. 

Although long-term planning isn’t typically part of an Agile or Scrum team, it’s impossible to avoid planning altogether—but you must be careful not to over plan. As a result, the Agile project manager’s role is contentious. So, let’s take a closer look. 

PM Role in Agile

A common point of debate is whether Agile teams require project managers. 

Two opposing points of view

1. Are so-called “agile” project managers merely a myth?

According to one school of thought, Agile project managers are a myth. After all, project managers aren’t mentioned in classic works like the Agile Manifesto or the Scrum Guide. 

The argument is that the traditional project manager role of tracking team performance, efficiently allocating resources, and charting detailed project plans is incompatible with self-organizing teams that plan, manage, and follow their work. 

While the logic behind Agile project management is that it eliminates the need for long-term planning—one year or more before projects begin—this does not mean that Agile projects can stop planning. 

Read More: 3 Must have Scrum Tools for Agile Teams

If you’re a small business working with external clients, planning the project budget, task timelines, and promising key deliverables with Agile contracts is required. You’ll need project managers who can create the project plans that you’ll present to clients when they sign the contract in this case.

2. Do Agile project managers serve a practical purpose?

On the other hand, businesses still require project managers to manage budgets, allocate resources, and identify project risks, according to the opposing viewpoint. 

They say that the assumption that Agile team members will take on those responsibilities automatically is flawed. In the “real world,” where projects must meet specific goals and businesses must work within tight deadlines, project managers are critical to ensuring that everything runs smoothly. 

Overplanning is one thing that will sabotage an Agile team’s momentum. Scrum software teams, for example, hold sprint planning meetings to commit to tasks that the development team will complete in a time-limited event (one week to one month). However, when teams spend too much time in these meetings, it is one of the main reasons for sprint planning failures. 

Traditional project managers, who emphasize the importance of planning, can waste hours debating the finer points and plotting out how to build them. 

Conclusion

While both of the above points of view have merits, we’ve seen how these arguments fall short in certain situations. The key to determining whether or not your company requires project managers is to determine how extensive your project planning requirements are. 

Project Management 101: Everything You Need to Know

Project Management 101: Everything You Need to Know

 

You can probably define project management and have been managing projects for your team if you have natural leadership skills, are detail-oriented, and enjoy having clear expectations. However, if you are unknown to the formal project management methodology, it is easy to become overwhelmed by this new responsibility.  

However, don’t worry! We’ll define standard project management terms, tools, and techniques in this guide so that you can lead a project with confidence. 

Project Management Terms to Know

Project management is the practice or discipline of organizing, motivating, and controlling efforts to achieve a specific goal. The project goal is created and delivered within the parameters of a budget, scope, and timeline. 

Project Manager

The project manager is the only person who has the authority to manage the project. They are in charge of defining the work/tasks, developing the project plan, keeping the budget in check, and managing the change order or request process. They also collect the project scope, maintain the project documentation, and report and communicate the project’s progress and status to all stakeholders. 

Project Team

The project team could consist of a mix of full-time and part-time employees or contractors who have been assigned to work on the project. They are responsible for comprehending the work to be completed and recognizing when to escalate concerns or issues to the project manager.   

Project Sponsor

The project sponsor is the person who initiated the project and has ultimate authority and final say over it. They are usually in charge of securing project funding, resolving high-impact issues and scope changes, and approving major project deliverables. Therefore, project isn’t considered successful or completed until the project sponsor declares it so. 

 

Top 10 Project Management Software

Looking for a project management software for your team? We shortlisted the best options for you to make your life easier:
  • AtTrack: AtTrack is a time tracking software for HR managers and small business owners to plan, track, and measure employee productivity and project timelines. The software is easy to use and budget-friendly. AtTrack also integrates with other tools, such as Google Docs, Trello, and Jira to facilitate collaboration and communication among team members. 
  • A1 Tracker: This is a collaboration tool designed specifically for risk management. A1 Tracker helps risk managers and business owners identify, assess, and manage risks related to their projects and operations. The tool can also be used to create custom risk registers, set risk thresholds, and monitor risk levels in real-time.
  • Coda: Coda is a multi-user document collaboration tool for freelance and in-house teams to create and collaborate on dynamic, interactive documents. Users will be able to combine text, tables, and media in a single document and use built-in formulas and functions to streamline project plans and content production. 
  • Evernote Teams: Evernote Teams serves as an all-in-one digital file cabinet, personal notebook, and project management tool for individuals and teams. Each team member can create notes, keep on top of assigned tasks, and manage schedules in one place, while also collaborating with others for projects and meetings.
  • Ayoa: Ayoa is the only mind mapping tool in the market that is based on AI. It’s an intuitive, “brain-friendly” tool where users can map project cycles in canvas and workflow style boards for seamless task management and idea generation.
  • FreshDesk: Looking for a customer support software? FreshDesk helps organizations manage and resolve customer inquiries and issues. It offers a range of features for handling customer interactions, including a ticketing system, a customer portal, and live chat. Freshdesk also includes tools for managing and tracking customer interactions, such as a knowledge base, a customer feedback system, and a reporting and analytics dashboard.
  • Bluebeam Revu: This is a project management software for the construction industry. With Bluebeam, architects, engineers, and contractors will be able to create, edit, collaborate, and share PDF documents on the go and in the office. The platform is great at improving workflows among team members in real-time, and includes features for built-in markup and hyperlink tools, permission settings, and live activity feeds. 
  • Lucidchart: Lucidchart is a web-based application where users can sketch and share professional flowchart diagrams to manage projects and brainstorm ideas. The platform is most popular for creating business process maps, planning and organizing scrum teams, and sketching product architectures. 
  • Kanbanchi: Kanbanchi is the only online tool for managing enterprise-level projects on Google Workspace with built-in features like Kanban Board, Gantt Chart, and Time Tracker. It is designed to promote real-time collaboration and simplify task management. Because the interface is very similar to Google, users will be able to quickly grasp Kanbanchi’s full functionality within minutes.
  • Favro: This cloud-based collaborative planning tool is most popular among fast growing SaaS and live game companies. On Favro, marketing teams and software developers can create and organize planning boards and sheets, databases and roadmaps, and documents and wikis. Favro is also great for prioritizing projects with high-level goals by aggregating the workflow of their team members.

Essential Project Management Tools

Gantt Chart

A Gantt chart software is a graphical representation of a project’s tasks along a timeline used to track project timelines. 

Work Breakdown Structure

A work breakdown structure, or WBS, is a hierarchical chart that outlines major project deliverables before breaking them down into smaller, more manageable tasks. It’s useful for complex project work to help identify where your team needs more detailed requirements for that task when identifying the critical path and establishing a reasonable timeline for deliverables. 

Risk Register

Every project has possible threats that, if they happen, will harm at least one of the project’s goals. These are project risks, and as the project manager, you should develop a risk register document to keep track of each risk event, the action required to mitigate or eliminate the risk, and the risk’s current status. 

Key Project Management Methodologies

Agile

The first formal project management methodology we will discuss is agile. Agile is a flexible and adaptive methodology for gathering project requirements and executing and delivering software projects in short bursts known as Sprints. You’ll begin the project with high-level requirements, but not every detail will work out before the team starts working. Instead, the team will concentrate on individual work blocks, present them to the project sponsor, and then make changes or move on to the next work block. 

Scrum

Scrum is an agile teamwork methodology for delivering iterative, incremental work segments. It is most commonly used in the development of software products. The term Scrum comes from the rugby game, where the Scrum Master, the team leader, empowers the Scrum team to work quickly and independently. 

Bottom Line: Project Management Advice

Project management is increasingly essential for companies looking to improve efficiency and timeliness. However, Each project has the potential to be a learning tool. A good project manager will always look at the big picture and individual project components. He can record the success, what went wrong, and what can improve. Overall, evaluating all aspects of a project, including the nitty-gritty, can help ensure future project success.