| 1 |
Review progress towards your goals # |
After you train your team on the fundamentals of working in LiquidPlanner, you will see the power of predictive scheduling in action as team members log in and update their work on a daily basis. As you add more and more data, it is important to review how you are tracking towards your original implementation goals and identify areas that may need improvement.
This lesson is intended for all LiquidPlanner Champions and Executives. It contains recommendations around ways to monitor project progress, resource utilization, and adoption trends to help optimize team usage.
| 2 |
Grid Views # |
Grid views show work in a flat spreadsheet format. Filter and sort the Grid to focus on just the projects, tasks, assignments, and metrics that are important to you. Here are some examples:
- Projects sorted by Expected Finish Date
- Tasks sorted or filtered by Task Status
- High priority projects that have schedule risk
- Hours logged and remaining by assignment on multiple-owner tasks
For deeper analysis, export the Grid and work your magic in Excel. Learn more in our Grid View lesson.
| 3 |
Dashboards # |
Information from across your portfolio can be consolidated into dashboards. Think about your target audience when creating a dashboard to be sure it zeroes in on just the right data to serve that particular audience. For example:
- A Project-specific dashboard that shows each team member’s hours in addition to various project metrics.
- A Package-specific dashboard to focus on just those projects in your High Priority package.
- A Workspace portfolio dashboard to keep executives up to date on the status, hours, finish dates and risks for multiple projects. Workspace dashboards are available on our PROFESSIONAL and ULTIMATE plans.
| 4 |
Workload View # |
Workload views show you what each resource is working on, and when. It gives you a day-by-day look at each person’s scheduled vs unscheduled time over the next 30, 60, or 90 days. Use Workload views to see who has the heaviest load and find people with capacity to take on new or at-risk work. Learn more in our Workload View lesson.
| 5 |
Board View # |
Board view groups task cards into columns based on the task status. Moving a card to another column updates the task status and associated scheduling behavior. This is a great view for quick workflow visibility and updates. It’s a favorite of teams who do morning stand-ups to start their day. Learn more in our Board View lesson.
| 6 |
Timesheet Export # |
Time tracking data is invaluable for understanding how your team has been spending their time. It’s especially helpful if you are using Cost Codes to classify your hours or Rate Sheets to calculate dollar values for your hours. Filter the list of time entries by various attributes, then export to Excel for further analysis. Here are some sample questions you can answer via Timesheet Export data:
- How many Design hours did we log on the Website Project last week?
- How many hours has Harry logged this month?
- How many billable hours has the Content team logged this quarter?
- What is the dollar value of billable hours logged this month?
Learn more in our Timesheet Review & Export lesson.
| 7 |
On your way to success! # |
Now that you have rolled out LiquidPlanner to your team and you are using data to monitor progress, you are well on your way to success and achieving your desired outcomes. Congratulations on a successful and rewarding implementation!
Need more help? If you want to take your project management to the next level or if you need more help, don’t hesitate to reach out. Our professional services group is here for you throughout your Planning Intelligence journey.
