Notes for team communication in project planning Notes and documents in projects as a basis for communication in the team. Assign your notes and important documents, for example graphic files or Excel spreadsheets, to sub-projects and tasks. All employees can access them and are always up to date. This simplifies coordination processes, creates clarity and prevents misunderstandings. Notes in project planning for team communication
Import Export from Excel project templates Transfer detailed project data from Excel tables to Rillsoft Cloud with just a few clicks In many companies, project planning is managed in Excel spreadsheets. You can transfer all this data securely to Rillsoft Cloud with just a few clicks. Of course, Rillsoft Cloud also offers an export function with which you can export data such as planning data, resource capacities and employee utilisation to Excel.
Scheduling with forward and backward planning With lead time scheduling, you can plan projects either from the start date or from the target date. With forward scheduling, you determine the earliest date by which your project can be completed. You plan the project tasks, resources and buffers starting from the start date. Rillsoft Cloud determines the end of the project for you. With backward scheduling, the completion date is fixed. You plan the project tasks, resources and time reserves, Rillsoft Cloud determines the latest possible start date for you.
Project Tasks in Your Email Inbox Automatic email notifications in your email inbox for upcoming project tasks Get yourself and your colleagues reminded when a project task is due. The principle is always the same: your employees are automatically informed about new tasks via email. You set the reminder deadlines. Upcoming tasks Customize the pre-defined email templates as needed
Email Reminders for Project Tasks Automated email reminders to employees for unfinished project tasks Who hasn’t experienced it: Often, multiple projects are running in parallel, and therefore, tasks in several projects need to be completed. Keeping track of all of them is not always easy. An automated notification ensures that deadlines are not overlooked or forgotten. If there is no timely feedback from the responsible employee for a project task, they will receive a reminder via email.
Sending Appointment Changes via Email Receive information about relevant appointment changes Effectively managing projects and tasks often proves to be an organizational challenge. In Rillsoft Cloud, project managers or responsible team members can quickly and easily set up notifications for changes. You can specify whether you or your team members should be reminded at a particular time about relevant appointment or task changes. Initiating appointment changes via email notification
Optimizing workflow processes Optimize work processes through centralized storage and fast access Your documents with all related information are centrally stored. This provides all involved parties with quick and secure access to the most up-to-date information. All changes to the documents are logged, and document versions are archived. Data Management System in Rillsoft Cloud
Document Management in Project Management Software Centrally and securely manage documents and data Project management software Rillsoft Cloud simplifies document management. Rillsoft Cloud manages your documents and data related to a project, subproject, or task in a centralized manner. You can store, read, edit, and delete your documents in a predefined virtual folder structure. Versioning allows you to track all changes and access previous versions at any time. Store and manage project-related documents in Rillsooft Project’s DMS
Archiving Project Documents Archive documents and log editing history All changes to your documents are logged and archived. Versions of your documents are secured in an archive with timestamps and user identification, along with the changes made. You can retrieve and restore document revisions from the archive at any time. Archiving project documents
Assessing Resource Needs Early in Projects Determining resource needs – how many employees with which qualifications do you require? Estimate the specific qualifications needed for each project task and the effort required for the task. The results from the project structure plan, especially the described work packages within it, serve as the basis for determining the overall resource needs. Rillsoft Cloud presents role utilization in a tabular format. By assessing resource needs in projects early on, you gain fundamental information about how many employees with specific qualifications you require.
