April Product Update: Improved Reporting and Recording Functionality
In the world of project management, data is key. However, measuring and tracking the right information from project kickoff all the way to delivery is never an easy feat.
That’s why we’ve been cooking up product improvements that not only deliver better data for all aspects of your projects, but also give you a way to make sense of that data. Because data without analysis is just numbers.
This month, we’re excited to share two updates that will help you gain deeper insights, more accurately track information across all projects, and save time and money.
Track, Manage, and Organize with More Flexible Custom Fields
Every project is unique, and teams need to accurately track information that is specific to the way they work. There are a multitude of processes, communication, and metadata that needs to get captured, especially with more complex projects.
That’s where Custom Fields come in. You can track any aspect of your project by creating fields for things like project status, product lines, or business regions.
With the April update, we’ve added Text Custom Fields, a new type of field that offers even more flexibility. Now teams can enter a single-line text entry for specific task or project fields. Create fields for part numbers, unique codes, risk reasons, or any other part of your team’s process.
Workspace administrators can create Text Custom Fields in the Data Customization section in Settings. Once the field is created, anyone can add relevant information directly to their tasks or projects.
See the Whole Picture with Sub-Folder Reporting
Complex projects often have a number of distinct stages that project managers use to track progress or costs incurred. For some teams, getting meaningful data for these separate phases is just as important as reporting on the project as a whole.
That’s why we’ve introduced sub-folder reports to Dashboards and Analytics. In one click, teams can quickly see progress, financials, and risk information for any phase of a project.
Visit a dashboard to get a clear visual on how much work has gone into each phase:
Or, run a Sub-folder Report in Analytics to see where you stand for your billable hours:
Getting the right data and reports is only half the battle. It’s what you do with that information that makes project management a little bit art and a little bit science.
To learn more about the April update, read the release notes.
Not a LiquidPlanner customer? If you’re looking for ways to get better visibility into your projects and their performance, try us out!