Project Roadmap – Advanced Reporting for Worksuite SAAS Projects
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Project Roadmap: Advanced Reporting for Worksuite SAAS Projects Review
Introduction
As a project manager, having a clear understanding of project progress and performance is crucial to making informed decisions and driving success. The Project Roadmap module for Worksuite SAAS CRM is designed to provide advanced reporting capabilities, allowing you to efficiently track, analyze, and manage your CRM projects with enhanced visibility and control. In this review, we’ll delve into the features and benefits of this module, and explore whether it’s a valuable addition to your project management toolkit.
Overview
The Project Roadmap module is designed to deliver advanced reporting capabilities for your Worksuite CRM Projects, all accessible within the admin area. This feature-rich module generates detailed reports for each project directly on your dashboard, providing valuable insights into project progress and performance. It goes beyond basic reporting by allowing you to filter projects based on various criteria, including milestones and tasks. Moreover, it seamlessly integrates with custom project statuses, ensuring flexibility and compatibility with your unique project management needs.
Features and Benefits
The Project Roadmap module offers a range of features that make it an indispensable tool for project managers. Some of the key features include:
- Advanced reporting capabilities: Generate detailed reports for each project, providing valuable insights into project progress and performance.
- Filter projects by criteria: Filter projects based on various criteria, including milestones and tasks, to gain a better understanding of project progress and performance.
- Custom project status integration: Seamlessly integrates with custom project statuses, ensuring flexibility and compatibility with your unique project management needs.
- Enhanced visibility and control: Provides real-time visibility into project progress and performance, allowing you to make informed decisions and drive success.
Limitations
While the Project Roadmap module is an excellent addition to the Worksuite SAAS CRM, it’s essential to note that it’s not a standalone product and is only compatible with Worksuite SAAS CRM version 5.2.5 or newer.
Conclusion
The Project Roadmap module for Worksuite SAAS CRM is an excellent choice for project managers looking to gain advanced reporting capabilities and enhanced visibility and control over their CRM projects. Its ability to filter projects by criteria, integrate with custom project statuses, and provide real-time visibility into project progress and performance make it an indispensable tool for driving success. While it has some limitations, such as being only compatible with certain versions of the Worksuite SAAS CRM, overall, it’s a valuable addition to any project management toolkit.
Rating
I would rate the Project Roadmap module 9 out of 10, based on its advanced reporting capabilities, flexibility, and ease of use. While it’s not a perfect solution, it’s an excellent choice for project managers looking to gain a competitive edge in their project management endeavors.
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Introduction to Project Roadmap - Advanced Reporting in Worksuite SAAS Projects
As a project manager or team lead, managing and tracking multiple projects can be a daunting task. Effective project management requires clear visibility into project progress, milestones, and performance. The Project Roadmap feature in Worksuite SAAS Projects provides a comprehensive tool to visualize and report on project data, enabling data-driven decision-making and informed project planning.
The Project Roadmap - Advanced Reporting feature allows you to create customized reports that cater to your specific project management needs. With this tutorial, you'll learn how to leverage the power of Advanced Reporting to gain valuable insights into your projects, track progress, and make data-driven decisions.
Prerequisites
Before diving into this tutorial, make sure you have:
- A Worksuite SAAS Projects account with administrator permissions.
- Basic understanding of project management concepts and terminology.
- Familiarity with the Worksuite SAAS Projects interface and features.
Step 1: Accessing Advanced Reporting
To access Advanced Reporting, follow these steps:
- Log in to your Worksuite SAAS Projects account.
- Click on the "Project Roadmap" tab.
- Click on the "Advanced Reporting" button.
Step 2: Creating a New Report
To create a new report, follow these steps:
- Click on the "Create Report" button.
- Select the report type: "Custom" or "Pre-built".
- "Custom" allows you to create a report from scratch.
- "Pre-built" provides a list of pre-configured reports you can use as a starting point.
- Choose the project(s) you want to include in the report.
- Set the report period: choose the start and end dates for the report.
Step 3: Customizing the Report
Customize your report by adding or removing sections, fields, and filters as needed. Here are some key elements to explore:
- Section Management: Add or remove sections to organize your report content.
- Fields: Choose from a list of available fields, including project data, task details, and custom fields.
- Filters: Apply filters to narrow down the report data to specific projects, tasks, or teams.
- Visualizations: Choose from various visualization options, such as tables, charts, or gauges, to present your data.
Step 4: Building Your Report
Use the following steps to build your report:
- Click on the "Add Field" button to add fields to your report.
- Drag and drop fields to reorder them or arrange them in a layout.
- Apply filters as needed to refine your report data.
- Add visualizations to present your data in a meaningful way.
Step 5: Saving and Sharing Your Report
Once you've built your report, follow these steps to save and share it:
- Click on the "Save" button to save your report.
- Give your report a name and description.
- Set permissions for who can view the report.
- Share the report with relevant stakeholders, such as project managers, team members, or executives.
Conclusion
The Project Roadmap - Advanced Reporting feature in Worksuite SAAS Projects offers a powerful toolset to create customized reports that meet your specific project management needs. By following this tutorial, you've learned how to create a report, customize it, build it, and share it with stakeholders. With Advanced Reporting, you'll gain a deeper understanding of your project data, enabling data-driven decision-making and informed project planning.
Here is the complete settings example:
Step 1: Enable Project Roadmap Advanced Reporting
"projectRoadmap": {
"reporting": {
"enabled": true
}
}Step 2: Define Report Data Sources
"projectRoadmap": {
"reporting": {
"enabled": true,
"dataSources": {
"issues": {
"type": "jira",
"url": "https://your-jira-instance.com",
"username": "your-jira-username",
"password": "your-jira-password"
},
"workitems": {
"type": "worksuite",
"url": "https://your-worksuite-instance.com",
"accessKey": "your-worksuite-access-key"
}
}
}
}Step 3: Configure Report Filters
"projectRoadmap": {
"reporting": {
"enabled": true,
"dataSources": {
"issues": {
"type": "jira",
"url": "https://your-jira-instance.com",
"username": "your-jira-username",
"password": "your-jira-password"
},
"workitems": {
"type": "worksuite",
"url": "https://your-worksuite-instance.com",
"accessKey": "your-worksuite-access-key"
}
},
"filters": {
"issueTypes": ["Bug", "Story"],
"priorityLevels": ["High", "Medium", "Low"]
}
}
}Step 4: Define Report Sections
"projectRoadmap": {
"reporting": {
"enabled": true,
"dataSources": {
"issues": {
"type": "jira",
"url": "https://your-jira-instance.com",
"username": "your-jira-username",
"password": "your-jira-password"
},
"workitems": {
"type": "worksuite",
"url": "https://your-worksuite-instance.com",
"accessKey": "your-worksuite-access-key"
}
},
"filters": {
"issueTypes": ["Bug", "Story"],
"priorityLevels": ["High", "Medium", "Low"]
},
"sections": [
{
"name": "Issues",
"description": "List of all issues",
"elements": ["issues"]
},
{
"name": "Work Items",
"description": "List of all work items",
"elements": ["workitems"]
}
]
}
}Step 5: Customize Report Layout
"projectRoadmap": {
"reporting": {
"enabled": true,
"dataSources": {
"issues": {
"type": "jira",
"url": "https://your-jira-instance.com",
"username": "your-jira-username",
"password": "your-jira-password"
},
"workitems": {
"type": "worksuite",
"url": "https://your-worksuite-instance.com",
"accessKey": "your-worksuite-access-key"
}
},
"filters": {
"issueTypes": ["Bug", "Story"],
"priorityLevels": ["High", "Medium", "Low"]
},
"sections": [
{
"name": "Issues",
"description": "List of all issues",
"elements": ["issues"]
},
{
"name": "Work Items",
"description": "List of all work items",
"elements": ["workitems"]
}
],
"columns": [
{
"name": "Name",
"width": 200
},
{
"name": "Priority",
"width": 100
},
{
"name": "Status",
"width": 100
}
]
}
}Step 6: Configure Report Scheduling
"projectRoadmap": {
"reporting": {
"enabled": true,
"dataSources": {
"issues": {
"type": "jira",
"url": "https://your-jira-instance.com",
"username": "your-jira-username",
"password": "your-jira-password"
},
"workitems": {
"type": "worksuite",
"url": "https://your-worksuite-instance.com",
"accessKey": "your-worksuite-access-key"
}
},
"filters": {
"issueTypes": ["Bug", "Story"],
"priorityLevels": ["High", "Medium", "Low"]
},
"sections": [
{
"name": "Issues",
"description": "List of all issues",
"elements": ["issues"]
},
{
"name": "Work Items",
"description": "List of all work items",
"elements": ["workitems"]
}
],
"columns": [
{
"name": "Name",
"width": 200
},
{
"name": "Priority",
"width": 100
},
{
"name": "Status",
"width": 100
}
],
"scheduling": {
"enabled": true,
" recurrence": {
" frequency": "daily",
"interval": 1
},
"notification": {
"enabled": true,
"recipients": ["your-email@example.com"]
}
}
}
}Here is the extracted information and a summary of the key features of the Project Roadmap module:
Prerequisites:
- Requires Worksuite SAAS CRM version 5.2.5 or newer.
- Not a standalone product and is only compatible with Worksuite SAAS CRM.
Key Features:
- Delivers advanced reporting capabilities for Worksuite CRM projects
- Generates detailed reports for each project directly on the dashboard
- Filters projects based on various criteria, including:
- Milestones
- Tasks
- Seamlessly integrates with custom project statuses for flexibility and compatibility with unique project management needs
- Enables efficient tracking, analysis, and management of CRM projects with enhanced visibility and control
Main Benefit:
- Provides valuable insights into project progress and performance
Notes:
- The module does not have a standalone download or installation process, but is rather a feature to be used within the compatible version of Worksuite SAAS CRM.
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