Archive for October, 2008

Project Management in QuickBase

Wednesday, October 22nd, 2008

Project Management is one of the most popular uses of QuickBase, but unlike umbrellas, one size of Project Management does not fit all.

Project Management in QuickBase has some strengths and weaknesses, and knowing them can help you figure out the best solution for your organization.

Strengths 
 
Customizable - The most important thing about QuickBase Project Management is that it is customizable. If you need special reports, new tables, or to keep track of new fields, you can create them in minutes, and mold QuickBase to meet your needs. If you are not the kind of person who makes those modifications on your own, there are plenty of support professionals who can help.

 
Interactive and Available

- Since QuickBase is on the web, it is always available. Maybe you are keeping track of a large scale printing job. It is very easy for each participant in the process - the designer, the printer, packaging and billing, to note in QuickBase when they are finished, and the task ready for the next stage.

Because of this availability, Project Management in QuickBase is not frozen in time. It is a tool that provides up-to-the-minute reports on every facet of projects, even projects that last for months. We all know that projects change over time, so having a tool that can change with your project makes the tool valuable not just at the beginning of a project, but every day. And QuickBase’s automatic emails can provide reminders about tasks that might otherwise slide.

 

Easy to Use - Tools like MS Project are very powerful, but they can be a real challenge to understand. Our experience, though, has been that anyone who can use a spreadsheet has an easy time with QuickBase. Templates like Project Manager Plus provide a strong set of features, without overwhelming.

Weaknesses
Even with all these strengths, there are situations where QuickBase is not the best tool.

 

Rolling Forward - Most QuickBase Project Management Templates roll forward - that is, if you change a date in the first task of a project, all the dates for future tasks move forward. But if you are in a business with hard deadlines, moving dates forward is not an option. In that case, though, you could customize a template to hold deadlines firm. If task 1 takes too long, someone further down the process just has to speed up to make up the time.

 

Resource Allocation - QuickBase does provide a resource allocation report on many of its templates, but this is not always enough.  Say you build houses, and you only have one person who can clear a lot for construction. If you have three jobs starting at the same time, your bull dozer  operator can’t clear them all at the same time. The Resource Allocation report will tell you that the person is over-committed, but ideally you would like the application to assign the person to each job, one after the other, and set schedules accordingly. That is a little over QuickBase’s head.

 
Bottom Line
So if you are a full time planner, planning complex projects with all kinds of stakeholders, QuickBase might not be able to do everything you need. If you are a person who wears many hats, project planning among them, most likely QuickBase will provide a tool powerful enough to take care of your needs, but easy enough to use that you should get value straight out of the box.

MS Word Mail Merge

Tuesday, October 7th, 2008
By Claude Von Roesgen
For those of you who know and love Microsoft Word you may have been longing to use its mail merge features with your QuickBase data. QuickBase offers Exact Forms to merge QuickBase data into an HTML template generated by MS Word, but this capability doesn’t address the requirements of printing envelopes and address labels. So what’s the easiest way to access your QuickBase data directly from Microsoft Word’s mail merge features? The answer lies in using QuickBase’s ODBC driver called QuNect ODBC for QuickBase. This ODBC driver is available from http://qunect.com for a free 30 day trial. Installation on your desktop or laptop computer is quick and easy.   Then you can jump right into Microsoft Word 2007 and click on the Mailings tab and then the Select Recipients button.

Existing List

Then click on Connect to New Data Source   Select Data Source

Then choose ODBC DSN.
Data Connection Wizard

Then choose QuickBase via QuNect.
Now you’ll need to choose your QuickBase table.

Select Table

You can edit the recipient list.
Edit Recipient List

Microsoft Word allows you to apply filtering and sorting criteria. It even allows you to find duplicates. The rest of your mail merge conforms to the standard capabilities of Microsoft Word.

Having an ODBC driver for QuickBase opens up alot of possibilities beyond mail merges in MS Word. You can use Crystal Reports or MS Access to generate highly customized reports with sophisticated headers, footers and page breaking. You can flow data into worksheets easily to apply the power of Excel charting to your QuickBase data. You can use FuzzyDupes to dedupe your contact table after importing a list from a trade show you attended. Or you can create a linked server to QuickBase in SQL Server to facilitate moving data between SQL Server and QuickBase. The possibilities are endless!