Every company, as well as every industry, has different requirements for successful project management. Project software that can respond precisely to these needs and can be individually tailored to your company’s day-to-day business is therefore a decisive success factor. We show you how to successfully manage your projects with 1Tool!
1) Create a productive basis for your projects
In 1Tool, you have the option of setting up various project data precisely for your company in order to manage only the data that is really relevant for you. The first click in 1Tool for successful project management is therefore the one on the project master data:
- Define format for project numbers:
This makes important projects and their data easy to find for everyone in the company. - Define project categories:
Categories could be your individual services. By assigning a category to your projects, you know at a glance what the project content is. - Create project phases:
You can use various phases to show the status of your projects at a glance. Every employee is thus precisely informed as to whether a project has started, whether certain activities are being carried out or whether the project has already been completed.
2) Maintain an overview of all projects
With hundreds of projects, it’s not always easy to keep track and know exactly which steps need to be carried out next. The 1Tool project overview lists all your projects in a structured way and shows the most important information at a glance.
The most important step for successful project management is assigning your projects to the previously defined phases. As you can select a different color for each phase, your projects are marked in the overview according to these colors. This means you know at a glance what the project status is and can process your projects more efficiently.
3) Define important project details
A project can only be successfully completed if everyone involved is aware of the necessary project details. However, the information that is relevant for your employees naturally varies from industry to industry.
Therefore, if there is other important information to be filled out in addition to the standard fields in the 1Tool for the project detail view, it is best to define individual data in the master data under Global settings – Custom fields. You can even create these fields differently according to project category and data type.
4) Manage relevant responsibilities and project tasks
A clear allocation of roles and tasks is essential in project management. You should therefore also make use of the option of a resource and task plan in 1Tool.
First, you define all the necessary tasks for the project in the software. You can delegate the project tasks by assigning the task to a person. Each employee therefore knows which tasks need to be completed by when and can also find an overview of their tasks in the 1Tool.
In addition, 1Tool has its own resource and project schedule. Your tasks, their progress and a comparison of planned and actual project times are displayed here. If one task is dependent on another, execution and waiting times can also be optimally scheduled.
5) Create transparent communication channels
A clear exchange of important information, changes or documents is the key to successful project management. E-mails are of course a practical way of getting in touch with the relevant person. However, to ensure that important information is not lost and that all necessary documents such as contracts, minutes etc. are available immediately and without long searches, you should definitely use the comment and file upload function in 1Tool. Every employee has access to notes and is always kept up to date.
6) Link your project management with other departments
The activities of individual departments can now be easily linked with 1Tool and cross-departmental work becomes possible. The best example of this is invoicing. Each of your invoices can also be generated in 1Tool and linked to the respective project. This means that a list of your invoices and their status (paid/open) is visible in every project detail view and further steps can be planned immediately.
7) Don’t forget comprehensive project controlling
Only regular checks and evaluations make a project successful in the end. From monitoring project times to controlling project finances, 1Tool is there to support you. Various key figures, such as expected contribution margin, times or activities booked to the project are automatically recorded by the software and graphically displayed in statistics and diagrams. Financial status and deviations from project plans are thus immediately visible and countermeasures can be initiated at an early stage.
Are you interested in 1Tool?
Then contact us and we will ensure your successful project management!
