Project Management Software

Goals are set easily enough, but reaching them takes work. Sometimes that work is falling short, and project teams need to figure out why and how to get back on pace to meet their goals. For that, they use something called a needs assessment. But what is a needs assessment, often called a needs analysis? We’ll answer that first before going into when one should take place and how to do it. To better understand, we’ll share an example and even a template to help readers get started. What Is a Needs Assessment? A needs assessment is a systematic process to identify and evaluate gaps between a current situation and desired outcomes. It helps organizations, teams or individ…

A Power BI dashboard is one of the many visual tools for data analytics and business intelligence offered in Microsoft Power BI. But a Power BI dashboard isn’t the easiest feature to configure. We’ll illustrate how to create a Power BI dashboard to help clear that hurdle. There are pros and cons to using a Power BI dashboard, which we’ll explore, and show how they work with Power BI reports. There are also integrations with Power BI that can help make dashboards that are easier to use and capture more pertinent data. What Is a Power BI Dashboard? A Power BI dashboard, also called a canvas, is a single page that tells a story through data visualizations. A lot of informa…

Projects don’t just happen. There’s a lot of work before they’re approved, and once they have been given the go-ahead, there’s even more planning and scheduling needed! How do you communicate that information with stakeholders and the team so they understand the project? You use a project brief, an important document that outlines what the project is about, to do just that. A project brief lets you convey the main goals of the project so that everyone understands what they’ll be doing. Read on to learn more about them, and how to make one for yourself. There’s even a free template and in-depth example of a project brief for a construction project to help you get started…

Construction disputes are an unfortunate but common reality in the construction industry, especially on complex projects with multiple stakeholders, tight timelines and significant financial risk. From payment issues and scope changes to design errors and contract interpretation, disagreements can arise at almost any stage of the construction process. Knowing how to handle construction disputes early and effectively can help protect working relationships, control costs and keep projects moving toward completion instead of litigation. What Is a Construction Dispute? A construction dispute is a disagreement between one or more parties involved in a construction project reg…

A project list is the starting point for any project management process. They’re a great way to take what seems an insurmountable amount of disparate tasks and organize them. A project list can be as simple as a to-do list or a corral for many projects. Using a project list is so important it’s worth taking a moment to explore what it is, how to create one and how it fits into managing your project with project management software tools. What Is a Project List? The most straightforward answer is that a project list is a to-do list for a project. You could use a project list as you would any to-do list, creating a list of tasks you need to do today, this week or over the…

A construction management plan defines how a project will be organized, scheduled and executed from preconstruction through closeout. It ties together objectives, stakeholders roles and deliverables to create a unified approach for delivering the project safely on time and on budget. Use this guide to build a construction management plan that clarifies responsibilities, manages risk and keeps communication channels open across teams and contractors. This guide provides practical steps, templates and examples to help you draft a construction management plan tailored to your project size and complexity. It covers the core elements you must include, explains how to sequence…

Pricing construction work accurately is one of the most important steps before any project begins. A well-prepared construction quote helps set expectations, protect margins and establish trust with clients from the start. By clearly outlining costs, assumptions and scope, contractors can reduce disputes, speed approvals and move confidently from proposal to contract without misunderstandings. What Is a Construction Quote? A construction quote is a formal document that details the estimated cost of completing a specific construction project or scope of work. It itemizes labor, materials and other expenses, defines assumptions and provides clients with a clear price refer…

Project management planning is made up of many parts. There’s the schedule, the stakeholder matrix, the managing of resources. Speaking of the latter, there’s the matter of how you’re going to procure resources that require vendors of goods and services. That’s procurement management. The procurement plan is part of the overall project management plan. Over the life cycle of a project there are likely to be many points where it will intersect with vendors. This process needs to be managed. To manage these relationships and keep the flow of those goods and services moving without interruption requires a procurement management plan. If it seems like we’re going too fast, …

Creating a project baseline is critical in effective project management, as it sets the original plan against which progress and performance are measured. It includes key components like scope, schedule and cost, forming a fixed reference point that guides decision-making throughout the project lifecycle. We’ll begin by defining a baseline in project management, its components and how to create one. This is important, as establishing a baseline helps teams stay aligned, manage expectations and quickly identify when things are veering off track, making it an essential tool for maintaining control and ensuring successful delivery. What Is a Project Baseline? A project bas…

If you don’t have the funds, you’re not going to complete the project successfully. That’s why a project budget is so important: it’s the lifeblood of the project. Follow these steps to secure the funds necessary to support the project through every phase. But first, we need to define what a project budget is. What Is a Project Budget? A project budget is the total projected costs needed to complete a project over a defined period of time. It’s used to estimate what the costs of the project will be for every phase of the project. Creating a project budget is a critical part of the project planning process. The project budget will include such things as labor costs, mate…

What project management is good at is making the complex simple, or at least manageable. That’s done by using project management tools such as project network diagrams. A project network diagram helps project managers simplify a complex project plan, enabling them to see the project network. It’s important to have an overview of any project, see when it starts and finishes, and quickly note all the activities and how they work together. The critical path method uses project network diagrams to achieve this. However, some might avoid project network diagrams, thinking of them as dense schematics that depict the nodes and connections in a computer network. That would be a…

Successful projects aren’t had by holding one’s nose and jumping in. There must be preparation. In project management, once a project has been approved, it starts with a project outline. While a project outline might seem obvious, it’s worth spending a little time defining what the phase means. Once that’s clear, we’ll show when a project outline is made, what should be included and provide an example to show how it works in a real-life scenario. What Is a Project Outline? A project outline is a high-level overview that summarizes the key components of a project. It typically includes the project’s objectives, scope, timeline, key milestones, deliverables, stakeholders …

Learning how to make a project schedule in Excel helps project managers plan tasks, set deadlines and track progress with accessible tools they already use. A project schedule in Excel organizes activities in a timeline format, showing task durations, dependencies and milestones. While limited for large projects, creating an Excel project schedule or downloading a project schedule for Excel is a quick way to get started managing smaller projects efficiently without investing in complex software. /wp-content/uploads/2025/10/Project-Schedule-Template-for-Excel.png Get your free Project Schedule Template Use this free Project Schedule Template for Excel to manage y…

Construction projects are long and complex. Once the structure is built, the job isn’t complete. There’s a site assessment, commercial building inspection and perhaps most importantly, a property condition report, which is part of what’s called a property condition assessment report (PCA report). To understand the importance of a building condition report, we’ll first define it, show who makes it and when in the commercial real estate cycle it’s done. We’ll show what should be included, illustrate how it works with a property condition example and even include a free downloadable template to get you started. What Is a Property Condition Report? A property condition repo…

Ideas are essential to product development, but they’re intangible. Turning an idea into a product requires many steps. One of the first is to create a product prototype. If you want to know what product prototyping is, you’ve come to the right place. Below, we’ll define what a prototype is, why it’s important to make a product prototype and explore how to make a prototype. Along the way, we’ll offer tips, particularly on how project management software can help you realize your idea and turn a product prototype into a successful product launch. What Is a Prototype? A prototype is the physical manifestation of an idea, an important step in product management. That is, i…

Once a project is approved, it’s likely that the execution will require goods and services outside the purview of the organization managing the work. The process of soliciting bids from third-party vendors and contractors is done through a document called a request for proposal or, more commonly, an RFP. It is through this channel that project managers collect interested parties and make a decision on who to contract with for the project. The best way to get familiar with this process is by using an RFP template, which allows you to fill in the blanks in order to produce a thorough RFP. We will provide some RFP templates you can use below, but first, let’s better underst…

In the context of product development and project management, requirements are the specifications or characteristics that a product or project deliverable must have to meet government regulations, achieve business goals, or satisfy the expectations of customers, project sponsors, or any other stakeholder group that’s vested in the project. To satisfy these requirements, there are lots of tasks that must be done in order to deliver a final project. That includes the features, functions and so forth. Tracing those features can ensure that none slip through the cracks, a process that’s best completed by using a requirements traceability matrix. If you’ve never heard of a r…

You identify them, record them, monitor them and plan for them: risks are an inherent part of every project. Some project risks are bound to become problem areas—like executing a project over the holidays and having to plan the project timeline around them. But there are many risks within any given project that, without risk assessment and risk mitigation strategies, can come as unwelcome surprises to you and your project management team. That’s where a risk management plan comes in—to help mitigate risks before they become problems. But first, what is project risk management? What Is a Risk Management Plan? A risk management plan defines how the project’s risk manageme…

Scope can make or break a project. If you’re not keeping a finger on the scope of the project, it can quickly go off-track, messing up your schedule and depleting the budget. That is how many projects fail. Yes, scope management is one more constraint a project manager must master, but then project managers love making plans to overcome challenges. A scope management plan is just another meaty piece of the project that any project manager will love to sink their teeth into. After all, the project manager is tasked with ensuring that the project reaches a satisfactory conclusion. That cannot be done without having a scope management plan. But first, what is the project s…

Stakeholders are the people, groups or organizations that have a key interest in the outcome of a project. They can include department heads, investors, manufacturers, board members or simply team members. They are typically involved in the approval process and can either make a project difficult or extremely easy—depending on how well they’re managed via a stakeholder management plan. In fact, certain stakeholders decide if there should be a project at all, and whether or not the project was a success. They have that much power. Given their influence, it’d be unwise to neglect your stakeholder management plan. But first, let’s review the aspects of good stakeholder mana…

Creating an annual work plan is one of the most effective ways to align your team around organizational goals. By setting a clear path for the year, you provide structure and direction while helping teams prioritize initiatives. An annual work plan serves as both a roadmap and a reference point, making sure efforts are focused where they matter most and resources are used efficiently to maximize impact. Whether you are leading a nonprofit, managing a corporate department or running a government program, the process of making an annual work plan gives you clarity on objectives and outcomes. It also provides transparency for stakeholders who want to see measurable progress…

Launching a new initiative or improving an existing process requires more than a list of tasks. Without a clear plan, teams risk confusion, missed deadlines and wasted resources. An implementation roadmap helps bring structure to the process by laying out the steps, assigning responsibilities and showing how the work will progress over time. It turns strategy into action and keeps everyone aligned on what needs to be done and when. Creating an implementation roadmap gives stakeholders visibility into the entire process so they can anticipate challenges and track progress. This approach reduces miscommunication, keeps the project on schedule and ensures resources are used…

Learning how to manage a construction company requires a clear understanding of the many moving parts in the business. To help you succeed, we’ve identified nine key areas that every construction company needs to manage effectively. From project management and financial oversight to workforce and safety compliance, focusing on these areas ensures smooth operations, higher profitability and better client satisfaction. This guide breaks down each area with practical steps and strategies you can implement immediately. 1. Project Management Effective project management is the backbone of any construction company. Managing projects successfully requires clear planning, sched…

Running a construction site takes coordination, attention to detail and clear communication between all stakeholders. From the moment equipment arrives on site to the final inspection, every phase needs to be carefully monitored to stay on schedule and within budget. Managing crews, deliveries and safety protocols while keeping the project owner updated requires a structured approach that minimizes downtime and keeps productivity high. Learning how to manage a construction site step by step ensures that no part of the process is overlooked. By breaking work into clear stages, project managers and site supervisors can plan resources, track progress and deal with issues be…

Do cross-functional teams lead to greater project success? It depends on who you ask. Some people believe cross-functional teams can be very productive, given they have clear governance, accountability, specific goals, suitable project management tools, as well as the organization to invest in and prioritize their success. Usually, cross-functional teams are created to spark innovation, break bureaucratic boundaries and reduce production cycle times by granting a more collaborative environment. Others argue that cross-functional teams just aren’t worth it. According to a study cited in the Harvard Business Review, 75% of cross-functional teams are dysfunctional. The stu…