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Keeping your project team in check

Managing the project team shouldn’t be too hard – our project resources are skilled professionals.  Each has their own unique talents that they bring to the engagement.  However, they do each come to the table with their own unique experiences, behaviors, attitudes, egos, and beliefs about how things should be done.

Each team member presents a different challenge to the project manager.  I’m not saying you’ll always have control issues with project team members on every project. Many projects can go off without a hitch in terms of project team members behavior, compliance, and cooperation.  However, sooner or later you will encounter a situation where your authority is challenged or conflict arises with another project team member or a team member just isn’t following through on the tasks assigned to them and they are not focusing well on the project as a whole. What you have is a control issue.  You’re the project manager and you’ve now lost some degree of control over that resource or your project team in general.  That is definitely not a good thing and you must correct the situation quickly if you hope to maintain your reputation as a good project manager and leader in your organization.  I’ve thought about this at length and from my own experiences as well as discussions with other colleagues, I’ve concluded that the best sequence of actions – if all must play out – are the following.  Hopefully, it ends with the first one…


Meet with the resource

Of course, whenever possible, always go to the source.  It’s the honorable and respectable – and professional – thing to do.  And 99% of all issues can be solved or dealt with through this initial course of action.  Have a sit down discussion with the project team member who is causing the rift or conflict or is displaying rogue and damaging behavior.  The project manager needs to ensure that everyone is on the same page and that’s the message that needs to be re-instilled in this project team member’s behavior pattern.  Again, for most, the problematic behavior ends with this discussion.  If not, we move on…


Meet with the resource’s supervisor

If step 1 doesn’t take care of it, then the project manager must move on to the resource’s direct supervisor – assuming we’re operating in a matrix project resource environment.  The true disciplinary action – if one is needed – would have to come from this supervisor.  So they must be made aware of what’s happening and how it is affecting the project.  And they must also be made aware of the fact that step 1 above didn’t work.  Now it’s their turn to have that discussion with the resource.


Have them removed from the project

Finally, if nothing has worked so far, the only action left is to have them removed from the project – and this may also likely land them in the unemployment line as well.  It’s always a tough action to take – and thankfully I’ve only had to go this far once – but it’s necessary to ensure that the project remains on course.  Get a new resource with the right skill set and start the process of onboarding them immediately.  Since you likely won’t have the luxury of having them shadow the outgoing resource, you’ll need someone who is confident, experienced, a good communicator, and available now.


Summary

No one wants to take the hard line unless they absolutely have to.  We have very skilled resources working on our projects and those individuals come with experience and egos.  But they must understand how to work as productive team members.  And if they can’t do that, action must be taken.  Hopefully not all the way to step 3, but the project manager must be prepared to go that far – if necessary – to show leadership and to keep the project intact.

New Version 4.6.3

This is a minor update to fix a few bugs!

v4.6.3
- FIX to new Timer to show correct user account
- Fixed bug with Report dates
- Removed repeated items in recent items.
- Updates to portuguese language pack

Feedback? Please let us know via info@copperproject.com or via the Community

New Version 4.6.1

This new version sees an overhaul of the Timer UI and code, so please post back if you have any issues.

Hosted customers will already see this build as current, and self-hosted license customers get in touch and we’ll provide the update. New this version!!

v4.6.1
- NEW Timer and Header functions/UI
- Added Portuguese Language pack to db
- Fixed bug with Report dates
- Fixed Contacts template bug
- Fixed budgets bug where Other Items wouldn’t add

Feedback? Please let us know via info@copperproject.com or via the Community

RIP Steve Jobs

No words can describe our appreciation for the legacy and lessons you’ve left us here at Copper Project.

Personally, as someone who was once proudly featured on the Apple website as a supporter of OS X, and as someone who has followed the Apple journey closely for my entire 20 year career in this space, I have always endeavoured to follow the Apple ethos that Steve cultivated. That being to always look at the customer experience first, to look at the HUMAN UTILITY first, to dream about what would make someones day, and then (and only then) see where the technology might create a reality for that desire.

In a way it leaves me mourn for that vision, and hope that what we take from Steve’s passing is that we can all work harder to think differently, and make technology an enabler of new ideas, thoughts, memes, and actions, for the greater good. In my own small way I hope that over the years I’ve done what I could to think first about how creatives want to manage their time and projects, and channel Steve’s “what would I want to see in my software” into our humble little product Copper. I know that I’ll continue this path, in all of my dealings both inside and outside of the Copper universe.

I’ll leave you with my favourite Steve Jobs Quote, and my favourite 5 videos that show just how amazing his legacy was. I’m not sure the wider public truly appreciate how much this guy ruled.

“Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything — all external expectations, all pride, all fear of embarrassment or failure — these things just fall away in the face of death, leaving only what is truly important. Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You are already naked. There is no reason not to follow your heart.” – Steve Jobs.

New Version Out Now v4.6

Hello all!

OK, back on the update trail, and this time it’s a minor update to fix a few bugs.

Hosted customers will already see this build as current, and self-hosted license customers get in touch and we’ll provide the update. New this version!!

- Fixed bugs relating to tasks and projects not having start / end dates in Gantt Timeline
- Major reshuffle of committed / logged etc lines in Gantt and Resource allocator
- Milestone fix in Gantt Timeline
- Invoices task order is now by task sequence order
- When you copy a project, it now goes to the copied project, not the original
- Project export (xml) now exports in task sequence order
- Fixed bug with Recent items in todo showing incorrect template
- ical sync now uses the timezone set in admin settings
- Added Portuguese Language pack
- Background provision for new People module.

Feedback? Please let us know via info@copperproject.com or via the Community

We’re touring Los Angeles/New York May 2011!

This month, Element Software CEO Ben Prendergast is touring Los Angeles, Las Vegas, and New York. If you’re interested in discussing Copper related business please get in touch!

New Premium Option, update to Corporate!

We are proud to announce the release of a new product option, Copper Premium, along with a change to our user licensing model for our Corporate and Premium products.

In response to more recent requests for bespoke features, integration with other systems, online training and generally those customers looking for the next level above a SAAS offering, we have decided to replace our Enterprise product with something a little more ‘old-world’. This product is known as Copper Premium, and is designed to bridge the gap between the ease of cloud-based SAAS project management software offering, and the requirements that some of our customers have that clearly are over and above a cookie-cutter approach. Given our niche-market offering and responsive attitude to customer service, along with our ten-year track-record for providing great software and customer service, Element Software is well placed to take your business to the next level with this exciting new offering.

Starting at $199/mth or $2999 for a server-installable license, this product offers a series of add-ons depending on your requirements, and comes standard with a 300 user license (up from 200 for the outgoing Enterprise product). Here are some of the additional offerings available to our Premium customers:

- Partner Status
- Dedicated Server
- Consultation
- Tailored Features
- Beta Release Access
- System Integration
- Skype Training
- Flexible User Numbers
  • Partner Status
  • Dedicated Servers for hosting
  • Consultation on best-use practices
  • On-site Consultations (California/Melbourne)
  • Tailored Features
  • Beta Release Access
  • Systems Integration and automation
  • Skype Training
  • Flexible User Numbers (300 up to Unlimited)

In order to bridge the gap between the Corporate and Premium product, we have also upgraded the Corporate product to allow up to 100 users as standard. This will be automatically updated in your user accounts, and existing Enterprise account holders will be upgraded to the base Premium package (300 users).

If you would like to discuss moving up to Premium, or coming on board with a Premium package, please email info@copperproject.com and lets start the conversation!

Thank you all again for your amazing support over the years, we’re confident this new model will help us build a better product for everyone, and provide unprecendented features and support to those who wish to become even more efficient in their businesses for 2011 and beyond!

Best regards,
Ben Prendergast
CEO
Element Software, creators of Copper Project.

New Year, New Version, 4.5.1

A minor update for the new year, making this version our most stable yet. But we need your help to spread the word, so please if you have someone you know who wants a more efficient business this year, send them our link, post on your blogs/twitter!

New this version!!

- Refinements to Gantt to allow for no start/end dates (More refines to come in 4.5.2!)
- Minor Gantt design changes including draggers, coloured bars.
- Basecamp Import refinements
- iCal bug fixes
- Fix to Quotes

Feedback? Please let us know via info@copperproject.com or via the Community

Import your Basecamp data into Copper!

We are delighted to announce that we now have a Basecamp import function, available via the “Import/Export” tab in Admin. This function imports an entire Basecamp xml export file, and will APPEND to your existing Copper data, so be mindful that if you perform the import twice you’ll double your data. This is available now to beta customers and will be rolled out to all customers in the next week.

I know what you’re thinking: “How does it work? And will my hair fall out if I try this?” The short(haired) answer is “let me explain, and no”.

Of course, as with all shoe-horning there are some essential differences in the Basecamp and Copper data structures, so here is how the import handles these discrepancies.

1. People: Your organization users are imported as Copper users, all other People are imported as Contacts in Copper. Only users can log into your Copper installation.
2. Projects: Are imported as is with the start/end dates set to Today. In Copper you can use the project timeline to quickly drag real start/finish dates for your projects and Tasks.
3. Tasks: Basecamp has four ‘types’ of tasks: To Dos, Posts, Milestones, and Task-Lists. Copper allows a hierarchical set up of tasks so the Import brings these four Basecamp item into each project as tasks and or subtasks which you can then drag into any position you desire.
4. Comments and Messages: These are shown under each task with time/date/user stamp. With one caveat, where a non-user has commented on a Task, this is shown as “Basecamp User”. See point 1 above.
5. Just on users, remember we only bring in your organizations users as copper user, the rest are in as contacts. However on that point, in the Basecamp export, 37 Signals have not provided a distinction between deleted and active users, so if you have 5 active users and 5 deleted users they will come in as 10 users. So, if you get an error that you are over your user limit when importing (e.g. Copper Studio is 25 users and you’ve got more than 25 current/deleted users in your basecamp data) let us know so that we can temporarily upgrade your account for the import.

That just about covers everything! As with any big changes, we suggest taking a backup of your data prior to importing your Basecamp data and also have fun!

We welcome our Basecamp brothers and sisters with open arms, if you’re looking for a $29/mth project management software alternative, Copper has our Standard plan ready to go.

Ben.

New Version out now! v4.5.0

Hello all!

OK, this will be the last minor update for a while, we’re going to spend some time beefing up our support systems, building tailored solutions for our enterprise customers, building new major features for the core product, adding integrations with Google Docs, Freshbooks, Xero and others, and fleshing out our Help section!

Hosted customers will already see this build as current, and self-hosted license customers will receive notification when this build is ready to download. New this version!!

- Minor bug fix on Search
- Delete dialogue now appears centre of screen, not at top (where it can sometimes be missed)
- Fixed PDF generation issues with alternate currencies
- Fix formatting issue on Task View
- Improvements to Task Allocator to not freak out when there are no start/end dates
- Fixes on New Folder in Files
- Fixes to CSS when Parent item is opened (Child items had quirks, but don’t all Children!)
- Further improvements under the hood to improve load times
- Background provision for new People module.

Feedback? Please let us know via info@copperproject.com or via the Community