"Project Management Nirvana!"

People

Victor Vice President

Ashley Admin

Mark Manager

Boris Beancounter

Joe User

"Advances are made by those with at least a touch of irrational confidence in what they can do."

- Joan L. Curcio

Mark Manager

As Bizco's head project manager I'm usually in charge of multiple projects simultaneously, which means I'm juggling resources, schedules, employees and tasks across the board.

I need something that streamlines all these processes and automates my daily tasks, so that I have more time to effectively manage my projects and lead my teams. I need a mile-high view of all my projects, with the ability to dig down to an individual's task assignments. I want to be a mouse click away from detailed files on both the customers I'm working for and the project staff I'm leading, because to deliver a successful project, I need to know who I'm working with on both ends.

Fortunately TrackerOffice gives me all the tools I need to do my job right:

Project Tracker
I need to manage schedules, people and resources for multiple projects. While this can be a daunting task, Project Tracker allows me to easily track each of these variables. Not only can I keep track of the project related details, but I can also track projects at different levels, from the overall progress down to the status of each employee's individual tasks. It's my job to create and modify process templates as required by our projects. For each, I need to create project definitions, processes and tasks that will help me to manage each project. As project documentation is created which requires my approval, it can be routed to me for on-line approval. I am able to set and modify base lines and due dates as required, and also to schedule meetings, create agendas and archive minutes. I also complete status reports on projects. Finally, this tool makes it easy for me to manage employees' task loads as necessary

Reporting
Having all of this data rolled up in one place is fantastic. I can quickly determine the financial status of my projects and make sure that everything is correct. With Data Warehouse I am able to review job cost reports on an as needed basis.

Personnel Tracker
It's great to have access to an entire employee phone list. It makes it easy for me to contact anyone I need to within my organization quickly, without having to spend substantial time tracking down different people.

Customer Tracker
I need to access detailed information about each of my customers so that I can contact them regarding project updates or questions. Having Customer Tracker account profiles on hand with all of the key contact information is a great tool.

Purchase Tracker
It's great having a simple way of managing the purchase requests that come across my desk. With Purchase Tracker, I can quickly review any requisitions I get and approve or disapprove them with a click. There's a world of difference between this and the old paper routing systems we used to have. I need to simply monitor my e-mail and approve or disapprove purchase requests as I receive them.

Time Tracker
Once I've assigned tasks to individuals, I need to know whether my employees are managing their time well for each of these billable tasks. With this tool, I can review my employees' hours each week and track our progress against the original projected dates and budgets for each project. It's my responsibility to sign off on employee/ contractor time cards and verify that time has been charged to appropriate projects, tasks or activities.

Mark, Bizco's project manager


Mark works late


Mark makes a point
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