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Top 5 mistakes when buying a Project Management tool

When companies are in the process of buying a project management (PM) tool, there are several common mistakes they can make. Here are the top five

1. Not Clearly Defining Requirements

One of the most significant mistakes is not clearly defining what the organization needs from a PM tool. Without a comprehensive list of requirements, it’s easy to end up with a tool that doesn’t meet your specific needs.

2. Failing to Involve Key Stakeholders

Another common mistake is not involving all relevant stakeholders in the decision-making process. Project managers, team members, IT personnel, and other potential users should be part of the evaluation and selection process to ensure the chosen tool aligns with their needs and workflows.

3. Ignoring Scalability and Integration

Some companies focus too narrowly on their immediate needs and overlook the tool’s scalability and integration capabilities. As your organization grows and evolves, you may require additional features and integrations with other software systems. Choosing a tool that can’t accommodate these changes can lead to issues down the line.

4. Overlooking User-Friendliness

A PM tool may have powerful features, but if it’s not user-friendly, your team might resist using it. Failing to consider the tool’s ease of use can hinder adoption and result in wasted investment.

5. Neglecting Support and Training

Many companies don’t adequately consider the support and training that comes with the PM tool. Effective onboarding and ongoing support are crucial for ensuring your team can use the tool to its full potential. Neglecting this aspect can lead to inefficiencies and frustration.
To avoid these mistakes, it’s essential for companies to conduct thorough research, involve relevant stakeholders, and create a clear list of requirements. Furthermore, consider the long-term needs of your organization, prioritize user-friendliness, and make sure there’s a plan in place for training and support as you implement the new PM tool.
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Changelog

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

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