Cross Functional Project Tracker
Allows anyone to spin up projects with specific goals, and assign people by role, ensuring they are not oversubscribed across multiple projects
AC
Al Chen

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The Problem: Managing the company matrix

Every company seems to have some version of matrix - people and teams are organized in one way (perhaps by discipline, region, etc), while projects are organized a different way (by company goal, mission, theme, metric, etc).

The Solution: Give everyone their own view into the matrix

By modeling people and projects separately, your Coda doc can properly represent the current resource allocations so that you can rebalance with confidence.

Quickstart

1️⃣ Go to the
section and replace the dummy data with your own projects (you only need to change the first 3 columns: "Name", "Description", "Status")

2️⃣ Head over to the
section and replace the dummy data with your team members' info. The dropdown for "Role" in the
table is driven by the
table (so fill this in with your team's roles).

3️⃣ Head over to the
table and assign the appropriate project to your team members along with their involvement in the project!

What's in this doc?

Area
Section
What This Section Does
People Allocation
Allocate each person to projects - ensuring no one is over-booked
Instead of looking by team member, you can view by individual projects. Now you know the exact progress of each project.
See a visual timeline of all your projects to quickly see which projects are lagging behind.
See each project's summary one-by-one
See each person's summary one-by-one
Project Hubs
Give each team a space for their own - keep notes and resource information
Give each team a space for their own - keep notes and resource information
Data
Data input: all your team members' information.
Data input: all projects your teams are working on.
Data input: all the assignments of a specific person to a specific project for a specific date range

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