How to know when the ball’s in your court, and when it’s not

Miree Le Roy - Friday, April 20, 2012

On a project, documents can be approved, changed, updated and reapproved all the time, often being sent back and forth between multiple people working on a Job. It’s no wonder then that it’s easy to lose track of where a document is at, and who is holding up its progress.

That’s why we’ve added a cool and exciting new feature to all the project documents in IPM. It’s called routing, or otherwise referred to as ‘ball in court’. Now every document in our project management software has a grid where you can add details of each of the people responsible for the document, and at what stage of the process they are responsible for it.

Then, through the power of Microsoft Dynamics workflows, you can set up a whole range of processes that automatically update the routing as the document moves from one stage to the other. This way you can see who’s court the ball is in at any given time – and more importantly, who is holding the process up.

But we’ve not only included the routing feature on the individual document forms – there is also an overall routing view where you can see all the outstanding balls in court for your project. And with the customisability of Microsoft CRM, you can change the view to see whatever you like, including outstanding balls in court, balls in court for one particular user or balls in court for a single spec. section or trade. What’s more, CRM’s conditional formatting also lets you highlight the list in whichever way works for you – we’ve found it works really well to highlight all the overdue balls in court in bold red, so you can see at a glance what needs actioning quickly. You can also choose to view the routing information as part of a dashboard that appears when you first log in.

As you can see from the options above, the combinations of how you can use this new functionality are endless; it’s all down to how you want to customise the workflows, the view, the conditional formatting and your dashboard. You can tweak it so that it best suits the way you manage your projects, and it means you will always know who’s court the ball is in on all your projects.

For more information on this new feature, or to see a demo of it in action, please don’t hesitate to contact us.


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