PM Solutions - LiquidPlanner

LiquidPlanner

Online Manufacturing Project Management Software

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Use the resources in this section to optimize your project management processes, dig deeper into your data, and get the most out of LiquidPlanner.

Timesheet Data Analysis in Excel

The best tool for analyzing your team’s time-tracking data is Microsoft Excel; this article describes two methods using Excel. Make sure you're familiar with timesheets and know about clients, projects, and activities before proceeding with the steps in this article. To export the data to a file, go to the Timesheets tab > Export Timesheets.  Use the filters to select your data and then run the export. You'll get a file that...

Project Costing

LiquidPlanner makes it easy to model the cost of a new project and help you make informed decisions while planning. This can be especially useful if you need to compare the potential revenue between two potential projects and determine which one you’ll take on. Introduction Once you’ve built out your project in LiquidPlanner, you’ll use activities and bill/pay rates to get financials for your project. The seven steps in this article will...

Dashboard Gallery

TO LEARN HOW TO CREATE, CUSTOMIZE, AND SHARE DASHBOARDS, PLEASE SEE THE DASHBOARDS HELP ARTICLE. A good dashboard keeps you informed by grouping relevant information together. A great dashboard lets you and your project stakeholders see real-time status, updates, risks, and instantly provides the critical details without causing information overload. Dashboards can look different depending on your team, the type of work that you do, and the...

Running Effective Meetings with LiquidPlanner

Meetings are an inevitable part of our everyday working life. Effective, productive meetings let you work through complex issues face-to-face and move projects forward. Unfocused, unnecessary, soul-crushing meetings just take time away from actually getting the work done. While your LiquidPlanner workspace is a really great place to keep a record of project status when it comes to remaining effort, budget, comments, etc., it’s not meant to r...

Archiving Completed Projects

Setting up an archive to organize a large number of completed projects not only helps keep your workspace clean, but also makes reporting on finished work a breeze. Having a defined archive package means your workspace is easier to navigate so you and your team can quickly locate and reference past projects. Your older projects from quarters or years past will be separated from your most recently completed work. IMPORTANT NOTE: When moving...

Scrum and Agile Workflow with LiquidPlanner

LiquidPlanner is an ideal solution for Agile projects. The video series below will show you how to set up your projects for Scrum, one of the most popular Agile methodologies. « See All Training Videos Configuring your workspace Watch this video to learn how to model your Scrum process in LiquidPlanner. We'll go over Sprints, User Stories, Story Points, and all of the essentials to getting your workspace set up for Scrum. If you're an ...

Bug Tracking in LiquidPlanner

It’s possible to use LiquidPlanner to track bugs, either in addition to your current bug tracking software (via the API or Webhooks), or on its own. LiquidPlanner can be used exclusively for filing, tracking, verifying, and collaborating to resolve bugs - all without any outside integration. Using LiquidPlanner to track bugs allows you to manage these items within the schedule, alongside other projects and tasks. Bugs can be assigned, estima...

Breaking Down a Project with Ranged Estimates

Estimation is an invaluable tool for anticipating and managing project uncertainties. Accurate estimates help identify cost and schedule requirements with relative precision, and reduce the risk of running out of time, resources, and budget during a project. But even with years of experience, project managers struggle to paint an accurate picture of a project's scope and timeline. What's the problem? Let's take a moment to think about wh...

Multi-tasking is Killing Your Business

Some degree of multi-tasking is unavoidable (like taking a call from your spouse while writing that briefing for your boss).  But when examined closely, it becomes clear that multi-tasking in general is certainly a very bad thing. It is a well known fact that there is thrash when switching between tasks.  Some of this comes from having to put what you were doing on hold and picking up a new frame of reference.  Some of it comes from pure co...

Old School Project Management is Becoming Extinct

Remember the days when the Project Manager held the keys to the castle? When you had to wait for the weekly project status meeting to find out whether progress was on track? When getting an accurate copy of the project schedule was harder than cracking the Rubik’s cube? As management tools of all types (both personal and professional) have moved online, the “real time” expectation of always-up-to-date and always-available information has...

Distributed Project Management

Project plans have long been the domain of the project manager. Usually they’re written at the beginning of the project lifecycle, then filed neatly away and updated once or twice if time permits. This “map” of the project isn’t very useful tucked away in a drawer. And what team member is going to bother opening a Microsoft Project file every day? Today, your project plan doesn’t need to be just an artifact of a last month’s planni...

Connecting LiquidPlanner and Zendesk

Though there is no out-of-the box integration between LiquidPlanner and Zendesk, there are a few ways to connect the two worlds together that will save you time and keep all those details from falling through the cracks. In many cases, those using Zendesk for ticket tracking find that most individual tickets, incidents, problems, and questions don't need to be sent into LiquidPlanner since they're likely to be quick jobs requiring immediate a...
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