Who: Any job title that manages projects
Goal: Clear and concise project reporting and automation
Value: Eliminate the need for multiple SaaS tools or excel/Microsoft Projects. Project Management can be difficult and very manual, adding in workflows helps create automation that helps the project life cycle. Fast and quick reporting streamlines project "breakdown" meetings for stakeholders.
HubSpot has a project portion within its Marketing Hub, but it is pretty basic. One of the largest downsides is how the project does not actually interact with any other segment of HubSpot to produce reporting off of it.
While I am managing a project I am managing task assignment, budget requirements, scope of work, team availibities, project priorities, etc.
Generally, you produce a project timeline into a Gant chart format so you have a large overview of what exactly is going on in your entire "project portfolio." HubSpot seems to want to add a project management element, but it lacks a lot of what someone may need.
Technically, the project portion only deals with task assignment. It pretty much gives you a big list of tasks with little identifying information about what is going on, so you technically would have to produce your own Gant chart in excel or your chosen software.
I utilize HubSpot as a project management tool but I do it from the Deals portion of HubSpot, and I create advanced reporting based on deal information being populated. The benefits of producing project tracking this way are:
There are many other things we accomplish doing it this way as well. Our reporting is very strong. I will give you an example of our Project Management Reporting Dashboard below :
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.