- Introduction to planner
- Less is more!
- Create 1 job per client per employee
- Setup boards
- Security
- Projects and their value when created and moving between boards
- Project types = Impact colours on list view
- Project Statuses
- Job Statuses
- Colours and their impact (tips and tricks)
- This is where projects are added, jobs and sub jobs created
- Excel like functionality - (tip: create projects quickly)
- View projects indivdually - enable bulk changes
- Duplication/Templatising projects for future use
- Adding documents, notes and attachments
- View project status and track progress in real time
- Setup key milestones for every board (they should be different)
- Use job statuses to create workflow and milestones
- How to move jobs between milestones
- Track major deliverables through notifications
- Gantt per project
- Annual planning made easy
- Gantt per employee - staff planning
- Check staff availability and workload on the fly
- Quick drag and drop - Tips and Tricks!
- Job not started and deadline approaching
- Actual time vs budgeted time
- Time overspent
- Settings allow archived projects to be seen
- Custom reports
- Employee filter options
- Date filtering to remove future data and create focus
- Managing filters effectively in Planner
- Setup defaults
- Grouping options setup to view data based on client requirements
GreatSoft Planner is a cloud-based tool that empower project planners and audit managers to easily plan out projects, assign jobs or projects to staff, assess staff availability on the fly and monitor actual time against budgeted time. Planner is a highly efficient tool fully integrated into our GreatSoft Practice Management and CRM tool. It uses a firm’s current client data, unique setup of service-lines, tasks and activities and automate time capturing from planned projects. This forward-looking planning tool puts firms in a unique position in that, actual time could equal budgeted time spend. The notifications accompanying this tool provide early warning of potential overspending.
- 2 Reviews
- 303 Students
- 9 Courses
Since joining GreatSoft in Nov '14, I’ve had the pleasure of working with a great team of collegues on multiple projects across Africa where I’ve been able to assist small, medium & large firms. I look forward to conitinuing my growth in experience within this area and hope I can be of value to our clients.
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