Project in ConnectWise Manage

Josh Moree Sr Executive Coach| Pax8 Academy Atlanta, Ga, United States

Is anyone else here using ConnectWise Manage? I'd like to connect with other CW users to see compare notes on how we're managing projects in this PSA with PMI standards.

Posted: Feb 9, 2023 10:30 AM

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Latha Thamma reddi Sr Product and Portfolio Management (Automation Innovation)| DXC Technology Mckinney, Tx, United States

Thanks for sharing.

Posted: May 16, 2023 8:00 PM

Jacob Whiting Project Coordinator| inTech Consulting LLC Des Moines, Wa, United States

Hey Josh,

We are and I was looking for someone to compare notes with as well.

I'm struggling a lot right now with understanding what things I can automate effectively without having to rely on 3rd Party like with a Moovilla or something.

Part of our struggles are around the use of the product across all of our departments (finance, sales, services, projects), and building sustainable workflows that enforce best practices from PMI.

https://university.connectwise.com/univers...px?CourseID=388
https://university.connectwise.com/univers...anage-blueprint
https://university.connectwise.com/Univers...=lifecycle-flow

Here some links from begind their account wall if you want to take a deeper look into some things I know it's capable of.

Best,

Posted: Sep 25, 2023 5:07 PM

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