Progress Reports
Thane Vajda, Customer Success Manager, walks through Progress Reports in CxAlloy, an often underused reporting tool that captures what was completed and what came up during any reporting period. Using a sample project, he shows how progress reports pull from your history records, how status values and workflows decide what counts as completed or new, […]
Meeting Minutes
Thane Vajda, Customer Success Manager, walks through how to track project data in CxAlloy and answers the questions that come up most often. Using a sample project, he covers how to pull real numbers from the dashboard, structure project settings, use commissioning tasks, and bring it all together in meeting minutes. What to expect:
Milestones
Thane Vajda, Customer Success Manager, walks through the Milestones feature in CxAlloy and the setup decisions that make it more effective across a project. Using a sample data center project, he covers how to structure status values, systems, and locations so milestone tracking works from day one. What to expect:
Checklists and Tests
Sequential Checklists
Issue Presets
Level Up Reporting
Project Setup
Contractor Workshop
