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Tailor Resource Planning with Scheduling Modes

Tailor Resource Planning with Scheduling Modes

This video explores different scheduling modes in Klient and how they impact resource planning and task assignments. N Normal mode N Fixed duration mode N Fixed effort mode N Percentage actual workday N Manual modeWatching this video is...

Estimate with Project Templates

Estimate with Project Templates

Generating better estimates and proposals using project templates: NChallenges of manual proposals NBenefits of standardized templates NBest practices for estimates NCreating proposals with Klient NBenefits of early project...

Harness Your Business Knowledge With Project Templates

Harness Your Business Knowledge With Project Templates

Harnessing business knowledge using project templates: NChallenges of manual project creation NBenefits of standardized templates NManaging templates in Klient NDefining scope and scheduling resources NCreating projects using...

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Tailor Resource Planning with Scheduling Modes

Tailor Resource Planning with Scheduling Modes

This video explores different scheduling modes in Klient and how they impact resource planning and task assignments. N Normal mode N Fixed duration mode N Fixed effort mode N Percentage actual workday N Manual modeWatching this video is...

Estimate with Project Templates

Estimate with Project Templates

Generating better estimates and proposals using project templates: NChallenges of manual proposals NBenefits of standardized templates NBest practices for estimates NCreating proposals with Klient NBenefits of early project...

Harness Your Business Knowledge With Project Templates

Harness Your Business Knowledge With Project Templates

Harnessing business knowledge using project templates: NChallenges of manual project creation NBenefits of standardized templates NManaging templates in Klient NDefining scope and scheduling resources NCreating projects using...

Transform the Employee Experience

Transform the Employee Experience

Transforming employee experience with Klient: NImportance of employee satisfaction NStructured onboarding processes NPromoting transparency and communication NAccess to real-time data and analytics NLeveraging Klient for...

Assign Project Resources to a Won Project

Assign Project Resources to a Won Project

In this video, Dominic addresses how to assign resources to a won project in Klient: N Using placeholders for assignmentsN Tracking skills and certificationsN Utilizing assignment statusesN Choosing & comparing resourcesN Assigning tasks...

Life of a Project: Fixed Fee with Milestones

Life of a Project: Fixed Fee with Milestones

In this video, Dominic addresses managing fixed fee projects with milestones: N Creating projects from accountsN Using project templatesN Adjusting milestone datesN Tracking unvoiced itemsN Generating invoicesManaging fixed fee projects with...

Life of a Project: Fixed Fee With Installments

Life of a Project: Fixed Fee With Installments

In this video, Dominic takes us through a comprehensive guide on managing a fixed fee project with installments using Klient. He demonstrates the process from project creation to task management, monitoring, and reporting. NCreating a new...

Agile Sprint Planning & Release Management

Agile Sprint Planning & Release Management

n this video, Klient Product Manager addresses how he uses Klient as a product manager and manage their day-to-day:N Creating epics or projects using templatesN Adding stories and acceptance criteriaN Assigning resources and tagging stories...

Maximize Your Margins With Efficient Implementation

Maximize Your Margins With Efficient Implementation

Maximizing project margins through efficient implementation is crucial. Melodie shares key practices for effective project management using Klient. N Collaboration Between Sales and Services N Resource Allocation and Skill Matching N Defining...

Prevent Revenue Leakage With Dashboards

Prevent Revenue Leakage With Dashboards

Preventing revenue leakage is essential for business success. Dominic shares key practices for using dashboards to optimize invoicing and revenue management. N Challenges in Revenue Management N Causes of Revenue Leakage N Best Practices for...

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