I am looking to move away from google sheets/excel and into a project management tool. Client facing projects are done in excel and ticket tracking is done in Asana.
I'm looking at smartsheets as I need to integrate with salesforce but wanted to see what other people use. Saving Changes...
It depend on your organization needs, however did you take a look to workfront? Saving Changes...
WENDY BLOMQUISTEPMO Project Manager| CenCal HealthVentura, Ca, United States
I have evaluated multiple tools and came to the conclusion that I love WorkFront. I tried to remain objective during my analysis for SmartSheets, MS Project, Asana, Monday, JIRA, and I can't remember the name of the other application.
SmartSheets works very similar to MS Project and has the same capabilities.
MS Project Online requires a SharePoint server (whether you utilize for any other function) can become complicated. I felt like MS Project was more robust then MS Project Online. I had a new project manager who was a millenial using MS Project Online and she quickly pushed it aside for Monday.
Monday, in my opinion, would be better used as a task management tool. Date changes on a project become a project maintenance nightmare. I would use it for managing action items of a responsibility on a smaller scale then using for enterprise projects going through an SDLC. Reporting is not a strong suit. We had a department that was using Monday for managing tasks on projects and was not following the software development lifecycle.
Asana, again is more like task management software. There is a difference between managing tasks and managing a project. If you are not clear on the difference, task management software may be more user friendly for you.
JIRA...hmm. I have used JIRA for reporting project information (status, risks, mitigation plans, etc.) and I have also created an automated project request workflow. I think the project request workflow was the best use of JIRA I have seen. I haven't used it for project scheduling and timeline establishment.
WorkFront is the most user friend and transcends generations (millenials like it because it's interactive and they feel like they are making a difference). It has all the bells and whistles of MS Project with a more intuitive user interface. Your PMO can manage portfolios, programs, and projects. You can have more than one instance, for example Marketing can have their instance (view) and IT can have their view. Licenses are not the costly because basic users how have tasks assigned can interact without a license, they just need a user roll. Also, many people with a license are on multiple projects so their license is viable. System can be integrated with other systems, including JIRA. You can use the tool with any methodology (agile, waterfall, hybrid). All project folders can be replicated from a shared folder structure or customized. Every view is easily customizable and centralized. The vendor told me that Microsoft uses WorkFront is the Rolls Royce of project management tools. I am sold on the tool. I still love MS Project, but WorkFront is super easy to configure, integrate, and get buy-in on.
I hope this helps. Maybe you have already selected your software.
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1 reply by Darren Paladino
Oct 10, 2020 8:36 AM
Darren Paladino
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Wendy, your response with a review of tools here helped me quite a bit. We don't have much outside the MS suite here and am always looking for a way of reporting without having to build a separate report. Thank you
Saving Changes...
Pete Priesmanaging partner| b2b academyMeerbusch, Germany
Nov 25, 2019 4:09 PM
Replying to Sante Delle-Vergini, PhD
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I've only used smartsheets briefly, but I hear a lot of good things about it. I'm old school, so MS Project and Excel does the trick for me.
Smartsheets are quite flexible, you can do gantt, dashboards, kanban boards, task tracking and invite lots of people, but for salesforce project integration there are lots of tools like the salesforce accelerator app used by saleforce as a SF app directly in SF, that is worth looking at. As well for all requirement management work the Quip app is a great tool to foster social collaboraton. Saving Changes...
Vladimir LiberzonR&D Director| Spider Project TeamMoscow, Russian Federation
It looks like nobody in this discussion considers resource leveling capabilities of scheduling tools. Project schedule that does not take into account resource availability and constraints is useless. But in any case it is impossible to recommend any tools without understanding existing requirements and restrictions. Saving Changes...
Mehran BagherianControl and Instrumentation Engineer| RV AndersonNorth York, Canada
Nov 26, 2019 5:48 AM
Replying to Luis Branco
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Dear Michael
Interesting your question
Thanks for sharing
According to information recently collected by me Microsoft Project 2019 on the Cloud is a solution that deserves to be analyzed.
Luis,
I'd like to know more about what you recommended; "MSP 2019 cloud"
We have MSP 365 which is updated, means it contains changes made in 2019, is it different?
Anyway, even the cloud based on does not let you open a shared file on another computer. Does it? Further, one of the advantages of other applications like SmartSheet, is that any other user can easily contribute on the shared schedule by getting couple of hours training, whereas MSP is more complicated to be used by any user, as it needs extensive training and knowledge of scheduling.
I need to know how the MSP which you referred can help. I would be appreciated if you advise. Saving Changes...
Daryl McCrackenDirector of E-commerce| Cornerstone Building BrandsHouston, Tx, United States
Has anyone had experience with web-based project management tools that they like (or dislike). I'm a MS project user, but interested in exploring other options that would help communicate with clients and teams more quickly and easily. Saving Changes...
Anonymous
Jira is highly scalable if you have a large user community. It is also very extensible and makes it relatively easy to build any kind of reporting you want. As already discussed in this thread, it matters a lot exactly what features you are looking for. Saving Changes...
MS Project is a good choice. Excel is also good for some type of projects.
Salesforce has task lists. An App can be built that focuses on tasks, ties them with projects, priorities, can keep track of schedules, logs. Salesforce has many App Exchange Products that help in Project Management
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1 reply by Darren Paladino
Oct 10, 2020 8:42 AM
Darren Paladino
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Hi Gurudeva, I was hoping someone addressed the Salesforce integration here. Thank you for this. I will definitely pay attention to this aspect when I get further down the "path" in Trailhead!
