If you’re like most companies, you perform multiple projects for each client. You may perform them serially, or several at once. Each one may have different billing rates. They may have different tasks. Different starting and due dates. Watch the video below to see the relationship between projects and clients. This is a good way to manage projects.
Supply and Demand Project Management
A certain PMO office which we talked to defined project management ‘supply and demand’ this way. (The video below describes it in detail. Scroll down.)
1. Demand: Product line managers ask employees to work a certain percentage of their daily schedule on a series of projects.
2. Supply: The actual employees supply their hours to the projects they want to work on.
Hopefully, the demand and the supply end up the same. But sometimes not. Sometimes, employees don’t feel the priorities are correct, or tactics on the ground don’t work out exactly as the managers planned. In any case, there may be a gap between the demand and the actual hours supplied by employees. It is that gap that should be understood.
Are managers asking for too much? Or setting unrealistic priorities that can never be executed by employees? Or misunderstanding the ground-pounders?
Or… are employees just overriding the strategery set forth by upper management? Do they ‘get’ the vision at all? Or are they just unable to execute the plan?
Usually, the supply and demand do match. People try to get along. And strategies like this usually work out just as planned. But if they don’t, perhaps a meeting of the minds is justified. But at least you know when gaps exist. It’s a tool to help align management and staff.
Hope it helps! 🙂
SQL Server
Connect the Standard Time timesheet to SQL Server.
These links may also help:
Project Portfolio Management
Watch this video below for tips on managing portfolios of projects. A project portfolio contains one or more projects with similar characteristics. For instance, you might put all your consulting projects into one portfolio. Or, you might put marketing or sales together. Or, there may be completely different lines along which your projects naturally fall. Those belong in portfolios.
Once you have placed projects into a portfolio, you can do special things with them. Try running reports for all projects in a portfolio, or comparing one portfolio against another. You can see project revenue for a single selected portfolio. Or you could filter the resource allocation chart for a selected portfolio.
Consider how you might group your projects for effective portfolio reporting.
Project Costing and Billing Rates
Unique costs and billing rates can be set for every project. Even if you have 500 different projects each can have a different rate.
There are actually five different project costing models in Standard Time®.
- User rates
- Category rates
- Project rates
- Role rates
- Option Year rates
You can choose any of those these for a given project. That means each project task and each time log associated with a project can potentially compute client and salary rates differently. Usually, the same choices are made for all projects, and just the user rates are changed for each one. But, you could change the model for each project.
Memorize Time and Expense Reports
Memorizing reports make is simpler to run the same report again and again.
Have you ever run the same report over and over, and have to remember what choices you made each time? Consider “memorizing” the report.
Memorizing is just saving the choices you made when running a report. Those choices define the projects, clients, date ranges, and employees that we selected when the report was first run. If you memorize the report, you won’t have to make those choices again. You just click once on the memorized report, and it will open.
Windows and Web Time Tracking Apps
Have you ever seen a time tracking app that runs on both Windows and Web? Here’s one.
In other words, there are two platforms that let you access your timesheet and projects. One platform is the familiar Windows client. It’s a native Windows app that runs on Windows 10.
The other is a Web-based time tracking app that runs in a browser. Got Chrome? Or Microsoft Edge? This time tracking app can be accessed with either one. Or one of the many other browsers, like Safari, Firefox, or Opera.
Need to manage projects? Tasks? Subprojects and portfolios? This one does it. Admittedly, most of those project management features are in the Windows Edition only. But you’ll still see project hierarchies and portfolios in the Web app. The combination of both Windows and Web make this a compelling time tracking and project management offering.
Check it out here: www.stdtime.com
Timesheet Email Notifications
Learn how to set up employee email notifications for your timesheet. Need to know when project tasks are coming up? This will tell you.
Standard Time® Apps
Are you using a project tracking app? Or just winging it? Why not try Standard Time®?
There is an android or iOS timekeeping app. They both sync with the cloud or desktop. They both let you track time, expenses, mileage, and vehicles. Scroll down below the video to install the smartphone apps.
A single road warrior, saving the universe?
Hey, that’s cool. Use the Android or iOS app while working at client offices. All your records can be sync’d with the cloud or the desktop. When you return to the office, bill clients for your time and expenses. Easy!
Part of a project team, but escaped the cube?
If you’re working with a project team, you’ll see only your projects and project tasks on your smartphone. Track your hours and sync. All the hours from team members are added together and are instantly available for project managers to review. PM’s can compare estimates with actuals collected in the field. They can schedule new tasks that will find their way to your smartphone on the next automatic sync.
Scroll down below the video to install the smartphone apps.
Install the Android timekeeping app:
http://www.stdtime.com/android.htm
Install the iOS app:
http://www.stdtime.com/iphone.htm
Employee Skill Availability
Ever wonder if an employee is scheduled for tasks next month? Or next week?
How would you know? Ask them?
There’s another way. Schedule some tasks, assign employees, and then open this resource availability window. You’ll see a graph of all the hours an employee has available to them. If there are gaps, schedule more tasks. Maybe you should ask them first, but then do it, and you’ll have some nice documentation that shows who is scheduled and who is not.
And, there’s a flip-side to this.
Resource allocation is the flip-side to employee availability. In other words, an employee is available when they are not allocated to tasks.
You might have a need to find resources by their skillsets. Looking for an ‘Engineer 1’ or ‘Engineer 2’ qualification? Use this tool to find them. You can then assign them to your project… after asking them first. (People aren’t machines. And you probably shouldn’t call them ‘resources’ either. They are human beings and like to be consulted before blindly signed up for anything.)
Watch the video to see if this might be useful to you and your project.