Category Archives: Dynamic Project Management

Helping Small Teams Do Big Things: LiquidPlanner Small Team Edition

It’s easy to think that if you’re part of a small team, you can manage projects without difficulty. Your communication system is easy: you simply call out to someone across the office. Whiteboards, spreadsheets, emails—who needs a specialized project management system? You’ve got this!

But, wait. The idea that small teams don’t need help managing their work is something of a myth.

LiquidPlanner small team

Why Small Teams Need a Work Management Tool

We hear from small teams regularly, all of whom are looking for a better way to organize and schedule work and collaborate more effectively. They know that being able to manage and track project work effectively can make or break their business. Help them grow. Reach their full potential.

After all, small teams have a smaller margin of error when it comes to allocating resources like team time and budgets, or withstanding the extra costs that come from overshooting deadlines. What small teams need is a system for organizing their work, collaborating on tasks, and creating realistic project schedules and timelines

This is why we’re excited to announce LiquidPlanner Small Team edition— a new dynamic project management offering tailored to serve the needs of small, fast moving teams.

Helping Small Teams Do Big Things

Based on our unique Dynamic Project Management methodology, LiquidPlanner Small Team edition is a powerful solution designed to help teams of up to five people. Small Team edition blends core features like automated scheduling, collaboration and document storage into one low-cost service. It includes:

  • A fully collaborative environment that includes every person on the team
  • Built-in project and task risk assessment modeling based on LiquidPlanner’s award-winning dynamic and predictive scheduling engine
  • 250 active tasks per workspace
  • 5GB of document storage space
  • Priced for five users at $49.95 per month, paid annually. That’s $9.99 per user per month!

How LiquidPlanner Helps Small Teams

We believe that teams work best when they organize tasks by priority, make best case/worst case estimates, and collaborate in one central location. This is true for teams of all sizes. Here’s how LiquidPlanner helps small teams do big things:

  • Priorities drive the schedule. You set the priority order of tasks with a simple drag and drop, and reorder them to your heart’s content. The scheduling engine will make updates to the larger schedule based on every change.
  • Schedules are realistic. All team members set their availability for project work per week in LiquidPlanner. LiquidPlanner won’t schedule someone to work past their set availability. This is one of the reasons the schedules you see are so reliable—they’re based in reality.
  • Instant visibility into the full plan. Everyone on the team can see project schedules, who’s working on what and get insight into how each person’s piece of work affects the bigger picture.
  • More than to-do lists. Other comparable small team tools are basically collaborative to-do lists. With LiquidPlanner you get a predictive scheduler that can adapt to the constantly changing nature of work. You’ll know the status of all projects in real-time, all the time.

We invite you to sign up for a no-obligation LiquidPlanner Small Team trial here.

Also, going forward, we’d love to hear from you on how LiquidPlanner is helping your small team do big things.

Tweet us at #SmallTeamBigThings. Happy planning!

Start My Free Trial!

Extra! Do you like being part of a team?

We took to the streets and asked people in downtown Seattle about their experience working in teams. Check it out here:

How Contract Manufacturing Teams Keep Up With the Speed of Innovation: Dynamic Project Management

While contract manufacturing is not a new concept, its reach continues to increase. Companies large and small across the Automotive, Aviation, Electronics, and Food sectors effectively use contract manufacturing to better serve their customers and gain competitive advantages. For small and mid-size companies, in particular, contract manufacturing provides the ability to compete in cases where they lack the necessary manufacturing economies of scale.

Of course, when you’re outsourcing production partly or wholly to a third party, you have to be fiercely diligent about accounting for all the moving parts: materials, people, teams, quality, supply chains, product cycles, etc. This is where the dynamics of managing and overseeing production processes get tricky.

Project Management Challenges

Most Contract Manufacturers (CMs) and Original Equipment Manufacturers (OEMs) rely on tools such as Microsoft® Project to track tasks, dependencies, and timelines. However, traditional tools such as Project fail in a few key areas. First, they do a poor job of driving collaboration because they aren’t accessible by everyone on the team. Second, schedules driven by fixed start and end dates are too rigid to accommodate the changes inherent to project and production work. Third, as priorities change there’s no easy way to make those updates and see it automatically reflected in the project schedule.

A problem that crops up often is that CMs can’t keep up with the changes happening in the product specifications or OEM priorities. This is because the OEM lacks a central location that serves as the single source of truth about project plans and associated documentation. While project plans are originally built with the best of intentions, updating them is so labor-intensive that teams often give up on them, and work migrates to the inefficient silos of email inboxes and spreadsheets.

This lack of CM visibility into OEM’s priorities, and OEM’s visibility into CM project statuses introduces a significant amount of risk into the supply chain and delivery dates. Both OEMs and CMs can end up getting information too late in the process to make corrections; and even when they do get or share information in a timely manner, deterministic systems such as Project make it difficult for teams to change priorities and reallocate resources.

This problem is exacerbated when production takes place in plants located in different time zones. And all the more so when the project deals with the introduction of a new product as opposed to continuation or optimization of an existing product.

Keeping Up With the Speed of Innovation

What CMs and OEMs need is a project management system that lets them build productive and profitable relationships and keep up with the speed of innovation. Using conventional software like Microsoft Project, or spreadsheets, where rigid plans are built on guesstimates and best-case scenarios just doesn’t cut it. Dynamic Project Management presents a better alternative.

The philosophy behind Dynamic Project Management is that projects are living, evolving constructs. Therefore, teams need a way of planning and scheduling projects that maps to the real world. There are three key ingredients that make this happen: A fluid process; an adaptive methodology; and a predictive, automated tool.

Dynamic Project Managment

Start With People and Priorities  

In reality, people and priorities drive schedules. Project plans in the Dynamic Project Management system are built by starting with priorities, and then marrying these priorities to task estimates and resource availability. Because of this approach, schedules are more realistic; teams work on the most important thing at the right time, and nobody’s  assigned unrealistic amounts of work. Teams can also see and mitigate risks much earlier than they would with a traditional tool. It’s like going with, instead of against, the current of the project lifecycle.

A Single Source of Truth

A Dynamic Project Management tool such as LiquidPlanner gives all team members a central location to track and manage activities and resources. For project managers, this means having instantaneous visibility into project statuses and issues. For project contributors, it means always knowing what they’re supposed to be working on at a given time, and being able to find all the information needed for that work in one place.

Responsive and Adaptive

A Dynamic Project Management system is based on a priority-based scheduling engine that takes tasks, ranged estimates and resource availability as inputs and translates these data points into expected completion dates. Along with producing these predictive finish dates, the schedule updates automatically as priorities or resource availability changes. CMs and OEMs can see what’s coming down the pike before disaster strikes; the right people can be alerted to any issues that need attention, and the schedule automatically updates with every priority shift and plan change. The result? No surprises and projects that deliver on schedule.

Could you benefit from adopting the Dynamic Project Management system? Take our project management diagnostic to get a sense for the health of your current project management system.

Start the assessment!

Interested in learning more about our methodology? Download our eBook, “Introduction to Dynamic Project Management.”

Intro to Dynamic PM

4 Ways LiquidPlanner Gantt Charts Are Smarter


Since its introduction in the 1910s, the Gantt chart has remained a staple of the project manager’s tool set. Today, it’s still the go-to way of graphically displaying all of the tasks that make up a project and their progress towards completion.

Traditionally geared towards the planning of large-scale Waterfall-type engineering projects, Gantt charts are now also being adapted for use in Agile and other more dynamic environments; they’re featured in just about every piece of project management and planning software out there. You can even create Gantt charts in applications like Microsoft Excel, though it does beg the question of why when there are hundreds of better-suited tools for the job. It’s like choosing Word as your spreadsheet program.

But how does the elder statesman that is the Gantt chart fit into the vibrant, youthful, fast-moving world of Agile and more dynamic projects and still get the respect and attention it’s due? In truth, only by learning some new tricks.

Historically, Gantt charts have been the product of a deterministic approach to planning—a process that doesn’t fit smoothly into a project environment where uncertainty is endemic and change is guaranteed. Chances are, the first Gantt chart you generate is also the last, because it simply can’t keep pace with the work being done. And so, just like many schedules that came before, it quickly falls into disuse.

Smarter, more relevant Gantt charts

LiquidPlanner tackles this Gantt chart issue in a unique way by employing a predictive scheduling methodology that provides you with a visual schedule that takes uncertainty into account and removes the need for constant date changing.

Here are four ways that LiquidPlanner’s Gantt charts are different, and why they’re smarter.

1. Flexible finish dates

gantt 1


Gantt bars are Gantt bars right? They all show the planned start and finish date for each plan item; they show dates entered by someone based on when they think work can start and how long it will take. You pick a finish date and cross your fingers, hoping that the bar on the chart is close to being realistic.

Not so with LiquidPlanner. Their Gantt-style bars, which are called schedule bars, show a range of possible finish dates that are automatically calculated by the scheduling engine based on the best case and worst case work estimates entered for a task. The expected finish [E] is the mid-point between the two.

Gantt 2

The range of dates that the schedule bar represents allows you to see the uncertainty expressed in the underlying ranged estimate. The schedule bars highlight remaining work only, since you need to be focused on the work that still needs doing—not what’s been done.

Drift the mouse anywhere over the schedule bar and you’ll get a pop-up showing the expected finish:

gantt 3

And if you click on the bar itself you’ll get further data for that task or project:

gantt 4

All the information you need with just a few clicks.

2. Automatic updates

The LiquidPlanner schedule is updated automatically in real-time as team members log the work that’s been completed and revise the remaining work estimates.  And this is all reflected in the schedule bars that show all the work progress for every task that rolls up to a project.

There is no need for the schedule owner to manually update progress or check in updates received from others. If a task that’s scheduled to be completed today isn’t marked as complete today, it will be automatically rescheduled to be worked on tomorrow, again; with no need for any manual date tweaking. You’re not relinquishing control of your schedule; you’re relinquishing the need to spend half your life updating start and finish dates as tasks shift and change. And you have a schedule that stays relevant because it keeps up with the pace of the work.

3. No web of dependencies

Dependency management alone can be enough to make schedule management a full-time job; get just one wrong and your schedule could be seriously screwed. All those links can make your Gantt chart look awfully messy too:

gantt 5

LiquidPlanner uses “always-on” automatic resource leveling so there’s no need to set up manual dependencies between tasks assigned to the same team member; instead, tasks will be scheduled one after the other based on their priority order in the workflow. If you do need to set up a dependency for other reasons, these are indicated by blue dots after the task. Click on these dependencies and you get a popup showing the dependent task and a link that will jump you to it.

gantt 6

The good news here is that there’s no risk of double-booking a team member and no cobweb of lines across your planning work of art.

4. Schedule placeholders, streamlined view

One of the trickiest planning exercises at a project’s outset is deciding the who’s doing what. Often it will be impractical to craft a fully resource leveled plan for the project’s duration. Often it will be unnecessary. For example, if you’re just about to kick off Sprint 1, do you really need to establish who’ll be implementing which feature in Sprint 10? You probably don’t know which features you’ll even be building that far down the road.

If that’s the case, you can include tasks in your plan and keep them unassigned, so they’ll show as “Unscheduled.”

gantt 7

You won’t have a schedule bar for something that you have no idea about when or if will happen. Another tactic you can use is to put these tasks “On Hold” or stash them in a Backlog Package until you’re ready to get busy planning and working on them. Whichever mode you choose, you won’t busy up your Gantt view until you’re ready to go.

gantt 8

LiquidPlanner breathes new life into the Gantt chart in a dynamic and practical fashion. This approach allows you to focus fully on what’s left on your plate, i.e., the real work left to do and when it can realistically be done. You can get your schedule bar view, always updated, without the need to spend hours maintaining the plan. Whether you’re Waterfall, Agile, Agifall or some new yet unnamed method, LiquidPlanner will keep up with you and your team without breaking a sweat.

Learn more about Reading the LiquidPlanner Schedule Bars and their home base, the Timeline View in the LiquidPlanner Help Center.

Our smart schedule bars provide the most reliable and realistic Gantt chart experience you’ll ever have. How do we do it? Find out by downloading our eBook, “Introduction to Dynamic Project Management.”

Intro to Dynamic PM

Why Ranged Estimates Are More Effective Than Single Point Estimates

ranged estimates

In project management, the only thing you can be sure of is uncertainty. And change. This is why making ranged estimates for your projects is more realistic and reliable than aiming for a singular deadline.


Let’s start with a real-world example
We use ranged estimates all the time in daily life. For example, if someone asks you how long it takes to drive to work, you’ll probably say “between 20 and 35 minutes,” not “23 minutes.” Traffic, like projects, has a lot of variables.

If you’re leaving your house to go to a friend’s for dinner and you say, “I’ll be there in 25 minutes,” the chances of you arriving at that exact time are slim. Consequently, we build in mental buffers, because experience has taught us that someone arriving at the exact time they predict is unreliable. But the range, we can count on this. And so it goes for projects.

ranged estimates

The advantage of making ranged estimates
The foundation of LiquidPlanner’s dynamic methodology is estimating project tasks based on best case/worst case scenarios.

“When we first came up with this concept we were worried that folks wouldn’t get it,” says LiquidPlanner CTO and co-founder Jason Carlson. But it became quickly apparent how much easier it was for people to imagine the absolute best and worst case scenario for an item of work; especially if you compared this to committing to a single-point end date.

Ranged vs single-point estimates

Let’s compare the two with these scenarios:

Single-point deadline: Let’s say you’re a developer working on a task in a team that uses single-point estimates. You’ve given an estimate of 10 hours for a work item. Still, a stakeholder or manager asks you (forcefully, pleadingly, convincingly) if you can shave that down to seven hours. There are many reasons to buckle and say Yes—you want to get the product out the door; you want to make your manager happy; you fear for your job—but you know it’s totally unrealistic unless you work 24 hours a day or compromise on the integrity of your work.

Ranged estimation finish dates: Now, if you were using ranged estimates, and you identified best/worst case scenarios between eight and 12 hours, it changes the conversation. Instead of “why can’t you do it in less,” the dialogue shifts to talking about the two range dates and the cases around which makes them the best and worst cases.

Being able to have conversations with stakeholders, managers and customers around these dates is empowering. It gives context to delivery times and improves understanding among everyone involved in the project.

Plus, estimating in ranges proves to be a great teacher for anyone estimating work. The more you do it, the better you get—just like anything else!

Using ranged estimates is not only the most realistic way of building a schedule, it’s also one of the most effective ways to build confidence, create trust, improve relationships and create a winning reputation in your industry.

In the following video, LiquidPlanner CTO and co-founder Jason Carlson describes why ranged estimates are good for projects and empower everyone involved.

This video is the sixth blog in a 9-part video series featuring LiquidPlanner CTO and co-founder Jason Carlson. These short clips tell the story of everything from creating LiquidPlanner to how the LiquidPlanner scheduling engine works, and share Jason’s insider expertise on creating the only resource-driven and predictive scheduling engine on the market.

If you’d like to learn more about how to master the skill of making accurate project estimates, download our eBook, 6 Best Practices for Accurate Project Estimates

best practices for ranged estimates

LiquidPlanner’s Summer Release Improves Resource Management and More

The LiquidPlanner summer release is here! You might have already noticed some navigational changes in your Project tab. But have you tried the Project and Resource Workload Reports yet?

We’re going to run you through what’s new so you don’t miss a thing.

Release Theme: Improving Resource Management

This release spotlights improvements to our resource management feature, with a focus on workload reports. Our updates are often driven by customer feedback, and in this release we addressed the requests for an easier and more convenient way to see how, where, why and when team members are allocated across projects.

Did you know that LiquidPlanner is one of the only resource-driven project management tools around? Team members’ availability is integrated into the scheduler, which means that when any work item is created, the plan automatically considers each member’s availability and builds the schedule accordingly.

Here’s a rundown on what’s new in your workspace:

Resource Management Updates

We added and updated two workload reports for you—reports that will help you see who’s working on what; how work is distributed across team members, and who’s in the best position to lend a helping hand.

  1. New! Resource Workload Report

The Resource Workload Report is a new report found on the People tab. This report is a powerful tool that provides an instant view into what tasks teams and individuals are working on, when they’re working on them, and how much work they have over time.

This is important because it provides necessary insights to load balance work between teams and teammates. This report lets you:

  • Know exactly who’s over-assigned and potentially holding up a project.
  • Know who has the availability to help out.
  • See how team members’ work is distributed across projects, especially when there’s a cross-team project going on.
Resource Workload Report

For more details about the Resource Workload Report, read this Help article.

  1. Updated! Project Workload Report

The Project Workload Report is where you go to get workload information for a specific project or initiative. This is an existing feature that we redesigned it in order to make it easier to scan and understand how work is distributed.

Located on the Projects tab, this report shows who is working on specific projects and whether or not any assignments are at risk. This actionable information shows you how you can shift work around and keep the project on track.

Project Workload Report

For more details about the Project Workload Report, read this Help article.

Project tab navigation  

You’ll notice the redesigned navigation in the Projects tab soon enough! Here’s what’s going on: All of your functions remain—from Add items to Favorites to View selection. We just moved those buttons to a new more convenient left-hand navigation.

We added a Reports menu to the top navigation bar so that reports are readily accessible when you need deeper insight into your projects.

We think you’ll love the updates, especially the new and improved resource management workload reports. After all, these changes could have come from one of your feature requests!

Project tab navigation update

Note: The Project Workload Report is available to all LiquidPlanner customers. The Resource Workload Report is available to current Professional and Enterprise customers, and all new Enterprise Customers.  We’re also making it available to all current Standard plan customers who upgrade to our Professional plan. Contact us for more information.

Maybe you have a teammate who’s curious about LiquidPlanner or you want to learn more about the methodology underlying the tool. Either way, if you’d like to learn more about what makes us the most adaptable and realistic PM tool around, download our eBook, “An Introduction to Dynamic Project Management.”


Intro to Dynamic PM


New eBook: Introduction to Dynamic Project Management

Introduction to Dynamic Project Management

For the last couple of months, we’ve been writing about Dynamic Project Management—LiquidPlanner’s methodology that’s based on the philosophy that projects are living, evolving constructs. Today we’re pleased to announce the release of our new eBook: “Introduction to Dynamic Project Management.”

In this eBook, we walk through the principles of Dynamic Project Management, the need for it and the common problems that it addresses. We also show how you can transition from traditional to Dynamic Project Management using LiquidPlanner.

As technology teams scramble to meet higher expectations, traditional project management systems have failed to keep pace with the dynamic nature of work. If your projects run late and over budget more often than you’d care to admit, you could benefit from moving your team to a Dynamic Project Management system. Download the eBook today to learn more!

Download the ebook now

How to Motivate Your Team to Track Time

track time

Does your team groan when you they hear the words “track time”? Is it an activity that everyone on your team tends to duck and dodge and you’re on a repeat loop every week reminding people do fill in their time sheets?

It’s no secret that there’s a lot of resistance around tracking time among team members, and for a variety of reasons. But what happens when you’re managing a team who needs continual reminders? It gets old!

As part of the onboarding team here at LiquidPlanner I hear this story a lot. Managers and workspace owners tell me about the resistance they get from team members around tracking time. The managers are often so frustrated that they give in, often telling me something like this:

“My team drags their feet, and I don’t blame them. They already have too many administrative tasks to do and I’m on the verge of giving up. Nothing I say or do will make a difference…”

If you can relate to this, I’ll tell you what I always tell our customers: It sounds like it’s time for a new approach!

Instead of telling your team what to do—“track your time!”—reframe the concept and tell them why logging their progress is so very important.

While the top level task is “tracking time” the outcome and benefit is “logging progress”—and when people can reframe that task into one that shows how far they’ve come, and helps them organize their work, it increases accountability. Just the wording sounds like the benefit belongs to the person doing the time tracking, rather than the person reviewing the time sheet.

There are many benefits to tracking time, which can be broken down into two categories: planning and accountability.

When you share these benefits with your team, and make these benefits an essential part of how your team works, the resistance of time tracking will slip away. Bottom line: Each individual has to see why and how it matters to them, rather than thinking it’s something that just matters to management.

Here’s how to reframe and rethink time tracking—and get your team motivated!

Tracking time is a great planning tool

Everyone wants to minimize administrative tasks in order to spend more time on the actual work and move projects forward. When you track time, especially in a tool like LiquidPlanner, the process and the data it yields can help you be better at your job and boost your career in the following ways:

  1. Become a better estimator. Learn how to size up the scope of a task right away by basing your estimation on how long it took to complete similar tasks in the past.
  2. Know when to delegate. You can’t do it all. No one can. When you track time, you know that that “ten-minute” task will really take five hours—and you already have a full plate.
  3. Learn to say “no”! If you get in the habit of tracking your time, you will learn how much work you are really capable of accomplishing in any given timeframe and learn exactly how much to take on.
  4. Know when to hire another person. Time tracking is both proof and support of the fact that your project is too big for your current pool of resources. These metrics can be your best ally to hire more people. Also, if you use timesheet data from past projects as a comparison, you can plan more accurately from the get-go.
  5. Move away from multi-tasking. If you have to account for all of your time, time tracking can help you focus on one thing at once – preventing you from fracturing your attention span and overdoing the multi-tasking.
  6. Keep the schedule up to date. Even if you’re not tracking your time for bookkeeping purposes, it’s important to log progress to your tasks as you work on them. When you log progress, the remaining effort will automatically decrement, and keep your schedule updated. This example occurs when you’re working on a tool with an automated scheduling engine (like LiquidPlanner).

Increased accountability

In the world of project management, where you have a lot of people working in close synchronization in order to deliver projects on time and under budget, accountability is very important. Here are four ways that tracking your time can keep you accountable for your time and your budget:

  1. Create a record so you can review your work regularly. Think of your timesheet like a work diary. When it comes time for status meetings or periodic reviews, you don’t have to scramble to remember what you were working on.
  2. See where you’re spending your time – and money. You’re probably used to working with a set budget. The reality is, you also have a fixed amount of time – and you’re responsible for spending it wisely. When time and money don’t align, having tracked your time means you have data from which you can make your argument for a bigger budget.
  3. Measure your efficiency – so you can improve it. The more efficient you become, the more time you have to spend on work you’ve wanted to do for a while, for example: nurturing clients, long-neglected internal projects, or a pet project you’ve wanted to do for months.
  4. Accurate insight into how long projects take. From start to finish, you’ll know exactly how long each task, phase, and the overall project took, so you can identify what went well and what can be improved. Then, you can share these findings with your team and stakeholders. This isn’t just a great reflection on you, it’s good for the entire business!

We’re big advocates of logging progress on work at LiquidPlanner. Tracking time also happens to be a key part of our Dynamic Project Management methodology and automated scheduling engine. So even if the idea of tracking time still fills you or your team with dread, consider the main benefit of logging progress: an up-to-date schedule and accurate data with which to run reports. And the information it provides can be used as the ultimate career enhancer.

If you can get your team to see how the benefits affect them, they’ll start logging progress in no time!

What goes hand-in-hand with tracking time? Managing resources! It’s a tricky business and skill, but how well you manage those precious resources throughout the lifecycle of a project can make or break your success. To give you some best practices, tips and insight into how LiquidPlanner helps you manage your resources, download our eBook, “5 Best Practices to Manage Project Resources Effectively.”


How to Integrate Your Existing Process Into Dynamic Project Management

integrate dynamic project management

Most of us working in the technology world are constantly on the look-out for the best new tool—something meaningful and a bit magical that will increase our productivity, boost confidence and improve the quality of our working relationships and the final product.

But how do you make the transition from the known way of working on projects (even if it sucks) to the new, better way?

It gets tricky: Even when you find what appears to be the perfect product match, teams get stuck in the process of moving from what they know, to something new. Even if the new way is far, far better. Who’s got time to interrupt the flow of work?

We get that here at LiquidPlanner. We’ve been there! That’s why we provide all types of support and training to help teams make the transition into our tool and get familiar with our methodology, Dynamic Project Management.

What does it look like to manage projects in a new tool, with a new process? Because it helps to see what the new way of doing things will look like, here’s how Dynamic Project Management integrates into the five common phases of managing a project: defining, planning, executing, measuring and completing.


  • The conception of a project unfolds in one central location. Everyone from stakeholders to project teams has one place to collaborate on the initial requirement documents, make edits and upload changes until the charter is finalized.
  • Since a dynamic tool connects all projects and resources within your entire portfolio, you’ll know early in the process whether the new project is feasible based on business priorities and available resources.


  • All plan items are entered with ranged estimates based on best case/worst case scenarios—so the plan instantly captures risk and uncertainty from the get-go.
  • After you build out a version of your plan, you’ll see a predictive finish date. From here, you can make adjustments as needed.
  • The project schedule is based on team members’ availability including their current commitment, so no over-promising.
  • Once the project is built out and all tasks are assigned, you’ll see how the new project might affect other initiatives and work already in progress.
  • You can build out a draft of the project then show stakeholders and project teams the plan before signoff. This way everyone knows what is agreed to, and what’s expected.


  • With every project plan touch, the schedule automatically updates and shows the most up-to-date plan. Manual updates are a thing of the past.
  • You can select the type of data you want to show specific audiences using analytics and dashboards. The information refreshes itself with every update and is always live.
  • Since priorities can be changed with a simple drag-and-drop, you don’t have to reinvent the wheel to reflect changes in resources and scope.
  • Time tracking is embedded into the dynamic system which means logging time is a seamless activity, and easy to manage.
  • The tool shows who’s doing what, and each person’s progress. No need to micromanage or chase anyone down for an update.


  • A Dynamic Project Management tool alerts you of any risks well before the project gets too far into the danger zone.
  • You can access reports that show project trends over time. As the project team gets better at estimating how much effort a task takes, you’ll notice uncertainty decreasing. And better overall estimates going forward.
  • Reports are built in to the tool, and provide information based on historical and current data.


  • Since your PM software has been collecting project data—from budget to burn-down charts—your final project reports are all ready for you.
  • All project documents and deliverables are already stored in one place. No time spent collecting all pieces of the project into one place.
  • An archive of the project can be referenced any time, so final documentation is minimal.

Part of making a transition is staying open to new opportunities while remaining anchored in the processes and systems that work well for your organization. Know that the initial transition over to any new PM tool is going to be an adventure of trial and error, but with the right approach you can make it a very excellent adventure.

Considering a move upward? If you’re in the process of considering a new project management platform, we have a tool for you—a Project Management Tool Calculator. See how much your current PM system is costing you.

Calculate my costs!