Here’s how the integrated Deskera Application Suite can really help as opposed to using multiple independent applications for managing various business processes.

You managed campaigns, tracked leads and converted interested customers into accounts using a CRM Software. You are providing one of your Accounts with an Accounting Service – a project for your company which would be executed by your project team for several months and managed using a Project Management Software. What if these applications cannot talk? You may have to switch between these applications for accessing complete details to track project progress and updates for each of your customer account. You may also waste time in updating duplicate customer and project data in these applications bringing down your efficiency in managing these business processes. Deskera offers you an easy and effective alternative.

Deskera CRM allows you to integrate Project Management with your Accounts in CRM effortlessly. You can easily view project details for any account with a single click. The access and viewing permissions to project details are easily configurable for various set of users in the organization.

Let’s take a Quick Tour

Step 1: Create Project for your Accounts

Step 2: Click to access project details with just a single click – no further login required.

View Project details including project members, project planning, discussions, project calendars and more. The access to these details can be configured by the administrator easily.

Try Deskera Live Demo Now!

There are many things a business has to take care of, but at the end of the day, only one of them matters: getting the product out the door and into customers’ hands. That is the biggest part of any business process, and that is why Deskera Project Management is our biggest product.

Deskera Project Management - Managing Events and Calendars

This doesn’t mean Deskera PM is a jumble of screens and buttons. Like all of our productivity tools, it follows the three-click philosophy: you can accomplish any task in just three clicks. This is accomplished via a really well-thought-out UI. A series of nested tabs give you instant access to all the various projects, and all the tools for each project. The project plan screen follows the Click & Type principle, so you never have to go rooting around menus, forms or wizards to change something: if you see the data, you can edit it, right then and there, as if you were working in a spreadsheet.

Deskera Project Management lets you embed gantt charts on your blog or portal

No matter what you’re used to, be it a leading competitor such as Basecamp, or an unwieldy corporate behemoth like Sharepoint, you’ll be delighted by the convenience and functionality of Deskera PM. In fact, we are so confident in the strength of our product, that not only do we offer you a live demo of the system at work (free for you to play around with, as much as you want) and no-brainer pricing, but we’ve also developed an easy way to move projects between Deskera PM and other major project management products. We have no intention of locking you in – we know you’ll be happy with us.

You can now access your Deskera calendars from any calendar that supports iCal, including Microsoft Outlook, Google, Yahoo, Blackberry, iPhone etc.

Using the URL provided, you can access events from all your Deskera calendars in any calendar you choose. You can also choose to export only individual calendars. Learn more about how to export calendars in Deskera.

Whenever your project events are updated in Deskera, you will automatically be notified on your other calendars, whether MS Outlook, Google, etc or your mobile calendars.

This means that now you don’t even have to log in to Deskera to be in sync with your project events. Stay informed of your schedule on the move.

You can also import your existing events in other calendars to Deskera.  So along with importing your existing Microsoft Project plan to Deskera, you can also move your existing schedule and events in Microsoft Outlook, Google, Yahoo, Blackberry, iPhone, etc to Deskera.

One more step towards being the single application for all your project management needs.

Rest of the series: Project Planning, Simplicity

We know how Deskera lets you work on Microsoft Project files on the web. But that’s not all, Deskera offers much more than just Microsoft Project on the web.

In this part of the series, we compare the Collaboration Capabilities of Microsoft Project and Deskera Project Management Software.

Using Microsoft Project for Collaboration

Let’s take the case of John and Richard who are in-charge of end-to-end Project Management including planning all the project activities and Work Breakdown Structure for their biggest client so far.

John’s boss gifted him a copy of Microsoft Project last Christmas (for the extravagant sum of $1000) and he gets going on the project plan immediately.

• He gets a draft ready and wants Richard to take a look at it.
• Richard unfortunately does not have Microsoft Project installed on his PC.
• He tries using a free .mpp Viewer and e-mails out the changes required to John
• John updates the file and re-sends it for review each time. Way too cumbersome.

So finally Richard gets his boss to spend another $1000 for his own copy of Microsoft Project and suddenly feels all important and in control. So John and Richard start ‘collaborating’, sending each other new versions of the plan by e-mail till the file name reads something like this: Project-plan-(1)(150508)(1.6)final3.mpp

• They are still working on different versions
• More time is spent updating the changes rather than getting any real work done.
• No single version of the file for the team to work on.

The only way to get that done is to spend another $5000 odd for a copy of Microsoft Office Project Server. So after a lot of money and time spent for installation, configuration and training, they can at least work on the ’same’ file.

But it’s still not Real-time. The copy they are working on is as of last ‘checkout’ date, but they trudge along…

How do they discuss and collaborate on the project plan?

• They send out numerous emails to each other and the rest of the team.
• Using various online chat and Instant Messaging applications such as Yahoo, MSN, Skype, etc.
• Numerous phone calls and brainstorming sessions

Unfortunately all this communication history was either never tracked or lost in heaps of other Minutes-of-Meeting documents.

And they haven’t even started working on the project yet… Just the project plan so far.

What if they switch from Microsoft Project to Deskera instead?

• John uploads his existing Microsoft Project plans to start working on them immediately.
• Richard and the rest of team see the changes being made in real-time and update the Project Plan and Gantt Chart themselves. No additional software required, saving time and money.

• All team members access the project status from any computer running any operating system
• This leads to dramatically lower costs than buying Microsoft Project for each team member.
• John and Richard communicate real-time using the inbuilt chat functionality, or send messages to each other.
• Dedicated project discussion forums are used for gathering feedback, resolving issues and holding all other team discussions.
• Using the dedicated calendars, they setup meetings and events for all project members.
• All communication history is available whenever they need it, even for the new members who would join later.

Collaboration tools including Messages, Discussion Forums, To-Dos and Calendars are leveraged for getting the actual project work done.

And all this at negligible cost compared to Microsoft Project.

So why not sign up for Deskera? Let us know what you think.

In line with our philosophy of importance of collaboration in project management, we’ve included powerful communication tools such as Discussion Forums and Personal Messages.

Discussion Forums

1. Dedicated discussion forums for each project
2. Threaded discussion forums for efficient organization of communication
3. Flag discussions based on importance
4. Preview of discussion posts on a single click
5. Search-as-you-type capability for quick retrieval
6. Discussion Moderation capabilities can be granted to users
7. Rich Text Editing Capabilities
8. Single source of truth for all project communications. Handover’s a breeze.

Personal Messages

1. Single Messaging System across projects for each user.
2. E-mail like functionality – efficient and easy to use.
3. Send messages to anyone in your network
4. Folder Management Capabilities – Inbox/Outbox/Drafts/Custom Folders
5. Get system generated notifications straight to your inbox as well – Connection Requests, Upcoming Events, Project Updates, etc.
6. Search-as-you-type within Messages by Subject, Author, etc.
7. Preview messages on a single click

We hope that these tools make it easier for you collaborate on projects within a single application rather than disparate silos of project communication. Let us know what you think.

Now you can send email notifications for to-dos. Once you create a to-do and assign it to a team member, you can choose to notify the to-do owners by e-mail.

You can select multiple to-dos by holding down ‘Ctrl’ and send multiple notifications at once. We’ve also improved the Mark-as-Done UI by replacing the old checkbox with a neat ‘Tick’ icon.

And thanks to all our customers who said they loved the drag-and-drop functionality. Give it a go at demo.deskera.com and tell us what you think.

Rest of the series: Project Planning

We know how Deskera lets you work on Microsoft Project files on the web. But that’s not all, Deskera offers much more than just Microsoft Project on the web.

Simplicity

As we’ve noted earlier, 80% of Microsoft Project users use only 20% of its numerous features. So at Deskera we’ve simplified a lot of rarely used Microsoft Project functions to deliver a more capable, yet simpler, project management methodology.

Earned Value Management

All the main EVM values are calculated by Microsoft Project, including: Budgeted Cost of Work Scheduled (BCWS), Budgeted Cost of Work Performed (BCWP), Actual Cost of Work Performed (ACWP), Schedule Variance (SV), Cost Variance (CV), Budget at Completion (BAC), Cost Performance Index (CPI), Schedule Performance Index (SPI), Variance at Completion (VAC), and Estimate at Completion (EAC).

EVM potentially is a great tool to identify variances and discrepancies and warn managers in advance of looming problems. ‘Potentially’ is the key word here.

One thing consistent across the various EVM implementation methods is that they demand quantification of project plans in advance. And accurate quantification at that.

The truth about most of the projects today is that they evolve with time, albeit within specified boundaries, and EVM is not as effective, in fact can be misleading even, when it comes to agile projects. EVM for agile projects is still an ongoing project management research area.

Even for achieving maximum potential of EVM methods, collection of real-time true progress information is critical. And the irony is that Microsoft Project does not facilitate that.

Hence the sophisticated EVM tools in Microsoft Project can rarely be leveraged to their maximum potential.

So in Deskera, we’ve employed a simple 0/100 earning rule for all tasks and we’ll be including intuitive and flexible variance tracking techniques after listening to our customers. You guys know best.

Task Types and Constraints

Microsoft Project provides for different calculation types for tasks: Fixed Duration, Fixed Units, and Fixed Work. In addition, tasks may be marked as Effort Driven.

Now the truth is that each of these, whether duration, units or work, possess a degree of variance with the effort involved being a reflection of the same. When the value of any of these metrics changes, the others are naturally affected and subsequently Microsoft Project asks you to specify a reason each time. This would be really cool if it was in fact used as a feedback mechanism to train Microsoft Project, but it just happens to be an unnecessary interruption.

Also, there are eight types of constraints that can be applied to individual tasks in a project. But the true purpose of these constraints can be achieved only when the entire team and resources are aware of these, which is rarely the case for teams using MS Project.

We believe that the ability to define dates and dependencies get the work done, and you can always attach additional notes to tasks.

User Experience

At Deskera, we pay a lot of attention to User Experience and we’ve worked hard to improve it. Whether it’s Microsoft Project’s inconsistent UI behavior or confusing expansive error messages, we’ve ensured that along with efficient project management, we’ve delivered enhanced usability and navigability within the system.

Don’t take our word for it. Experience it for yourself by signing up.

Zoli Erdos, of the highly respected Enterprise Irregulars, echoes our sentiments on Project Management 2.0 at CloudAve.

In the 90’s I worked on a number of fairly large scale SAP Projects in a variety of roles, including Project Manager, and supervisor of several other projects.  The standard tool was Microsoft Project.  It was used for:

• Planning a Project (initial Scoping)
• Selling it
• Periodic reporting to Steering Committee during the actual projects

What’s missing from the above?   Well, how about using it to help the actual daily work of project team members?

Project  team members did not even have access to MS Project, it only existed in a few copies on the PM and Team Lead’s computers. Information-flow was one-way: feed the beast to be able to occasionally print charts that look impressive (scary) enough which Steering Committee members won’t question.

Okay, I am admittedly sarcastic, but the point is:  PM 1.0 was all about planning, reporting and it served Management but did not help actual Project Execution.

My expectation of PM 2.0 would be that it helps all team members involved who can share information, collaborate on it and actually get clues from the system on where they are, where they should be, what their next step is, instead of just feeding the beast.

And that’s exactly what we are trying to do at Deskera. Oh & if you already use Microsoft Project, Deskera is just for you. Deskera lets you work on Microsoft Project files on the web. Really.

Give it a go by signing up for free.

Let me take you through Deskera’s Administration features. These can be broadly categorized as:

1. Company Administration
2. Project Administration
3. User Administration

Company Administration

You can key in basic company details, define company holidays and upload the company logo to personalize Deskera. You can also select the HQ time zone and currency for company transactions.

Project Administration

• Creating Projects

Give your project a name and suitable description and upload an appropriate image as well if you wish.

• Managing Members

Add and remove members from a project in one single interface.

• Project Resources

You can create additional resources apart from project members. You can also define resource rates (including overtime costs), which reflect on your project costs based on tasks assigned to them.

User Administration

• Creating Users

Once you key in some basic information, Deskera sends them an invite along with a temporary password. Users can always update their profile later.

• Assigning Permissions

Role based access is employed in Deskera to ensure that only authorized personnel have access to sensitive information. Assign permission for individual or multiple users based on their role in your company.

Deskera’s Dashboard is a simple, intuitive and informative gateway to your project activities and tasks.

The Dashboard consists of 4 main sections:

1. Task Updates
2. Quick Links
3. Requests
4. Announcements

Task Updates:

The whole idea behind task updates on the dashboard is to bring to your notice the most important items requiring your attention.

These include:

• Tasks due Today and Tomorrow
• Tasks starting Today and Tomorrow
• Overdue Tasks
• Tasks starting in the near future

Each update also displays the concerned Project, the Task Name and the Current Progress (% Complete).

Task Updates help you allocate your time and attention to achieve your short-term goals, which add up to increasing overall project execution efficiency. No more lagging behind just because you couldn’t prioritize correctly.

The other sections displayed (depending on User Role) on the Dashboard are:

• Quick Links to all your projects and their activities
• Requests pending, including connection and administration requests
• Announcements which can be directed at specific users, projects or the entire company

To give it a try and start managing your projects in the best way possible, SIGN UP NOW for Free.

We know how Deskera lets you work seamlessly on Microsoft Project on the web. But that’s not all, Deskera offers much more than just Microsoft Project for web.

In this series of posts, we’ll take on Microsoft Project by doing an in-depth head-to-head comparison around what we believe are the primary four decisive factors while looking for a Project Management Software.

• Project Planning
• Collaboration
• Resource Management
• Deployment and Pricing

PROJECT PLANNING

One of the features we love in Microsoft Project is the ability to quickly create tasks, set dates and define dependencies. This can be attributed to chiefly:

• A spreadsheet style data entry interface
• An interactive Gantt chart where you can drag and drop tasks and links

Microsoft Project:

So we went ahead and did exactly the same in Deskera. For existing Microsoft Project users, switching has never been easier. And for the others, this is one of the fastest ways to create plans anyway.

Deskera:

And as Joel Spolsky says: “Good UI designers use consistency intelligently, and, though it may not show off their creativity as well, in the long run it make users happier.”

We’re sure you would agree.

Rest of the Series – Simplicity, Collaboration

What’s the difference between tasks and to-dos?

Okay, let’s get that out of the way first.

• Tasks have start dates and end dates and dependencies. To-dos don’t. They are rather simplistic in nature, the kind of stuff you often forget.
• Both tasks and to-dos are assigned to resources.
• To-Dos by nature are simple, and we’ve kept them that way. It’s quick and easy to create them, group them and assign them.

Let me show you how easy it is to use Deskera To-Dos:

• Creating a To-Do:

  Describe the to-do and assign it to a resource. If you don’t specify a resource, it’s assigned to you by default.

  

• Creating a group:

  Just enter a name for the Group. Drag and drop to-dos into groups or to reorder them.

  

• Marking as complete:

  You check them and they are marked as complete. It is this simple.

  

Tasks are undoubtedly the focal point in Project Management. However all projects still revolve around countless meetings, briefings and other events. Today, more often than not, people rely on individual calendars to manage their time, which differ by platform and features even. Although compatibility and integration capabilities are greatly improved, we still end up shuffling between multiple desktop/web-based/mobile calendars.

Hence the inclusion of a powerful calendaring and scheduling engine in Deskera. Each project has its dedicated calendar(s), all events are shared among team members. No more sending countless invitation emails, waiting for RSVPs, etc.

Let me show you how simple and effective it is to use Deskera’s calendar:

• Creating New Calendars:

  • Multiple calendars can be created and project events can be classified by their nature for efficient organization.
  • Color coding of calendars helps you to identify the events at a glance when you overlay calendars.

  

• Creating New Events:

  • Details such as location of the event, priority and your status can also be specified along with the event date and time.
  • To create events, you can either drag or drop across time intervals or just click on the ‘New Event’ button.

  

• Multiple Views:

  You can view your events across different time-intervals such as daily, by workweek/week and monthly as well.

  Month View:

  

  Workweek view:

  

  You can drag and drop events in the workweek view as well as shown above.

• Agenda:

  • Your agenda displays a list of all your events lined up for the next two weeks.
  • The event priorities are also displayed, so you can allocate your time and attention accordingly.
  • Whenever new project events are created, team members are notified on the dashboard.
  • Project calendars help you organize all your events better in one single place while notifying all your team members of the same.

  

First off – Deskera makes a fabulous Web Based Microsoft Project Viewer. If you happen to use Microsoft Project, you would know how painful it is to use it in a collaborative (read: ease of use for teams of 2 people or more) way. Hence, Deskera. 

Besides being a fabulous Web Based Microsoft Project Viewer, Deskera also makes a good Project Management System. Today’s project management software can be broken down into two categories:

1) Project Planning Software – Microsoft Project, OpenWorkbench, etc.

No doubt, Microsoft Project is a really powerful project planning tool , but 80% of the users use only 20% of its numerous features. It also happens to be too expensive for most SMEs, and in this age, the fact that it is desktop based means it’s not really great for collaboration.

2) Project Execution Software– Basecamp, Central Desktop, Liquid Planner, Zoho Projects, etc.

Web-based project execution software works when it comes to light-weight collaboration. It facilitates quick and efficient management of tasks and to-dos.

But unfortunately, projects are not only about remembering the milk. What’s lacking is the ability to plan your projects, define dependencies and analyze project performance. No system can generate reports for data it doesn’t have.

Deskera – 100% Project Management, 0% Compromise.

With Deskera, we have tried to tightly integrate the best of Enterprise 1.0 Project Planning and Enterprise 2.0 Collaboration tools. We believe Deskera is a complete solution with powerful project planning capabilities, collaboration tools to get the work done and continuous project and resource performance appraisal.

Project planning

• Import/export existing plans from Microsoft Project
• Create tasks, define dependencies
• Allocate resources based on costs and availability
• Intuitive and interactive real-time Gantt Charts

Collaboration

• Social Networking
• Discussion Forums
• Project Calendars and To-Dos
• Messaging and Chat

Performance Reporting

• A powerful, yet intuitive, dashboard
• At a glance project ‘health’ charts
• In-depth custom Project Status reports – resource, time and cost.
• Export reports to multiple formats

We thrive on customer feedback and are offering Deskera completely FREE for a limited time. These customers can continue to use Deskera free of cost even after we introduce a paid-for version. Sign up here