MS Project Connector and Metric Roll-Ups
Connections Online is excited to announce that MS Project Connector and Metric Roll-Ups are now in production and ready to use.
MS Project Connector:
This allows a Project Manager to create the project in MS Project and sync the project using an MS Project connector that is installed on the client machine (user’s machine). Once the project is created in COL, or MS Project, the project can sync with either COL or MS Project. The project can be updated in MS Project or in COL and using the functionality of the MS Project connector, the project can sync back and forth between both applications. The project team members can use the COL interface to update the project tasks, etc. The Project Manager can then pull the project into MS Project and update their input using MS Project, then re-sync, and all updates will be reflected in both “directions” – from MS Project using the connector and also from COL.
Roll-Up and Link Metrics:
Example: Your VP Branch Operations on the branch operations department page could have a parent metric – called “total loan metrics”. Then subordinate to all loan metrics, the VP could “link” the loan metrics from the first branch with total loan metrics, then link second branch loan metrics, etc. – and add those together on the branch operations department page to be the sum for “total loan metrics”. The linking function allows the owner of the first branch loan metric to change the metric on their department page and it will automatically show the change on the VP Branch Operation’s page, and the “total loan metrics” sum will also change with the subordinate metrics changes. The VP can also link to the other metrics without doing a calculation. Of course, you could do the same kind of thing on the Organization page. Click here for complete instructions. Click here for a training video. This is available now.
If you have not already subscribed to COL IQ, please contact Karla Norwood at 800-395-1410 or email@example.com or Click here to register for our next Advanced Features webinar.
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