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Cross Functional Project Tracker

Cross Functional Project Tracker

People allocation

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Cross Functional Project Tracker
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

Allows anyone to spin up projects with specific goals, and assign people by role, ensuring they are not oversubscribed across multiple projects

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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

All Projects⁠

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

All People⁠

section and replace the dummy data with your team members' info. The dropdown for "Role" in the

People⁠

table is driven by the

Roles⁠

table (so fill this in with your team's roles).

3️⃣ Head over to the

👨‍👩‍👦 By Person⁠

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.

Project Flipbook

See each project's summary one-by-one

Person Flipbook

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.

All Project Assignments

Data input: all the assignments of a specific person to a specific project for a specific date range

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.