The first step to getting your workspace setup is adding some of your teams’ active projects that they will start working on when you roll out LiquidPlanner. A few tips before you get started:
Make sure you know the 3 inputs for LiquidPlanner’s scheduling engine.
Get 5 to 7 projects set up first, then move on Step 2. You can come back later to add the rest of your projects.
Invite a few co-administrators or managers in your Liqu...
LiquidPlanner uses an item called Packages to help you prioritize your work in two ways:
Prioritize your workflow. For example: the Active Projects package is prioritized higher than Pending Projects. Or a 2019 Projects package is prioritized above a 2020 Projects package.
Prioritize individual tasks from low priority projects (to learn more read about the ASAP package)
Packages are also subject to LiquidPlanner’s “top-to-b...
Do you need to create reports or executive dashboards that are segmented by specific projects?
Do you need to view all of the projects for a specific client you work with?
Do you want to see what type of work your team spends most of their time on?
Do you want to analyze resource workload by different teams in your workspace?
If you answered yes to any of the questions above, you'll want to start thinking about how set up your pro...