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Software review: Podio

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General Information
Name: PodioVendor Citrix SystemsHosting options available: OnlineCosts & plans: Lite version for up to 5 employees is completely free The Teams version costs $5 per month per employee. The Teams version costs $5 per employee per month.
Building projects: Basic features
Click the Add Project button from the Projects tab. A form will appear that allows you to enter basic information about the project, such as title, owner (sponsor), dates, goals, and so on. You will be able to enter the following information: stage (which is the status of the project like ‘in process’), dates, team and goals, as well as the stage. Here you can also upload files, which could be useful for attaching your Project Charter and initial business case.
You can add tasks to your project by clicking the New Task button. The same process applies: enter all details about your task, and then save it. It’s so easy.
Podio allows you to add tasks. However, you can’t add dependencies or milestones. You will need to add an app to the Market Place if you want milestones to your project. I didn’t do this. Although it looks easy to add this app, I think milestones are an important feature for project scheduling.
Dependencies are not supported. There are many people who would love this feature. One representative from Podio stated that it is great as a database and can store almost any structured data. However, it was not designed to be a project manager system with the features that MS Project has. This means that dependencies and Gantt charts are not supported. However, the good news is that representatives are available to answer questions and offer suggestions. There are many user guides available. If you are still having trouble finding what you need, you can submit a ticket.
Other features: budgets and timesheets
Podio has timesheet features, but it’s quite complicated. Podio recommends having two workspaces. One is private for recording wage information, and the other public for people to record hours worked. The App reference field must be used to ensure that both workspaces point to one another.
The problem is that after all the timesheets have been submitted to the public app, someone with access to the private app will need to spend time relinking each timesheet to each project/deliverable/budget in order for calculations to process. It would be much easier to have a single workspace that allows you to keep some information private. Or, delinking the requirement for recording salary information and only recording hours?
Other expenses can be added to the project, but I was unable to figure out how to change the currency from US Dollars to Sterling. You can add the entire project budget information to your project. Despite that, I was unable to effectively manage the project budget because this product is so dependent upon apps.
What about collaboration features?
Although there are many great collaboration features, you might find that you receive too many updates if you are part of a workspace. You can unfollow any app that you don’t wish to receive updates. If you don’t follow the apps, you won’t receive updates. You will need to tell new team members what to do so they receive the updates you want. This can be difficult for new users and you don’t want them missing anything.
You can use the chat feature to chat with your friends instantly. The conversation is also saved in Podio. You can also make a video call.

Ferdinand
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What is a WBS? Bill asked a great question about a WBS and how it can be used to plan project scope. Josh, please clarify. I am only at chapter 7, so if you have any questions, please forgive me. So far, it seems like the WBS is different than the schedule. Is this a point you’re making? Or am I misunderstanding it? I thought the WBS was the basis of the schedule. RegardsBill Bill, you are correct. The WBS is separate from the schedule. You should be able to focus only on the deliverables when creating the WBS. This is true regardless of the time. (I hesitate to recommend phase-based deliverables in general but I recognize that some programs may use this structure) I also recommend that you do not use staff roles to organize your work breakdown structure. Next, you break down the deliverables into tasks. The tasks will be what you use to create your schedule. Your schedule will most likely be influenced at least partially by the WBS structure. But not always. My version of a WBS is called a Product Breakdown Structure (PBS) in the PRINCE2 world. When I speak of task decomposition in a Base of Estimate (BOE), they use the same terminology for what they call a WBS. Although we do the same thing, the terminology can be confusing if you try to translate across the pond. I recommend that you never open a scheduling tool without first completing the necessary steps.
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What is a WBS? Bill asked a great question about a WBS and how it can be used to plan project scope. Josh, please clarify. I am only at chapter 7, so if you have any questions, please forgive me. So far, it seems like the WBS is different than the schedule. Is this a point you’re making? Or am I misunderstanding it? I thought the WBS was the basis of the schedule. RegardsBill Bill, you are correct. The WBS is separate from the schedule. You should be able to focus only on the deliverables when creating the WBS. This is true regardless of the time. (I hesitate to recommend phase-based deliverables in general but I recognize that some programs may use this structure) I also recommend that you do not use staff roles to organize your work breakdown structure. Next, you break down the deliverables into tasks. The tasks will be what you use to create your schedule. Your schedule will most likely be influenced at least partially by the WBS structure. But not always. My version of a WBS is called a Product Breakdown Structure (PBS) in the PRINCE2 world. When I speak of task decomposition in a Base of Estimate (BOE), they use the same terminology for what they call a WBS. Although we do the same thing, the terminology can be confusing if you try to translate across the pond. I recommend that you never open a scheduling tool without first completing the necessary steps.
What is a Project Coordinator? Scott was thinking about the role of Project Coordinator recently. He replied to one my Project Management Career Coaching questions with this: Josh, I am currently attending school for Project Management and have really enjoyed your daily emails. I am currently a Manufacturing Supervisor in a small company. After graduation, my goal is to be a full-fledged Project Manager. I was interested in your recent post about changing industries and how you were successful in landing a job as Project Coordinator. I have been looking for a company for some time, but I don’t have any way to get to know the workers. It is a different industry than mine and I don’t have any connections to the company. I discovered that they have two positions available for Project Coordinators. I am trying decide if it’s worth taking the risk and making the move now rather than after I graduate. It is difficult to gain experience in managing small projects in the position I am currently in. It’s a small company, so I have to accept the fact that I can’t advance in my career unless I leave or wait for someone else to retire. I am asking you this question: Do you think that a job as a Project Coordinator is a good starting place for an aspiring Project Manager. Or would you prefer to stay at the same place for another year and gain more experience in employee management? I know you are busy, so I appreciate any advice you can offer me. Scott, thank you for your email! What is the role of a Project Coordinator? Project coordinator roles are not the same in all organizations. This is why I don’t believe it fits into all strategic career paths. It depends on the industry and the organization, but as a general rule, a role in project coordination is a good way to get into project management. It indicates that the organization is mature in managing projects. It will also give you an opportunity to experience the ‘world of managing projects’ in that organization. If my experience is any indication, you’ll be right there. Building Relationships – I discuss how to get connected to people in the industry or company. If you approach it with respect and tact, you can use LinkedIn to reach out to these people. LinkedIn is a great networking tool that can bring you face-to-face connections and allow you to make friends and develop relationships over time. It’s not a quick process, but it’s possible to expect great results. It will take some time. It won’t take forever, but it won’t stop. It’s ongoing. Some people find themselves in small companies and want to go into a larger company. Once you have the experience and knowledge from a larger company, it is sometimes best to stay there. However, if you want to return to a smaller company, you can bring your expertise and help grow it. If I was you, I would interview for the position of Project Coordinator, even if it wasn’t something I wanted to do. This will give you valuable experience in interviewing and allow you to ask great questions about the company’s project management. It can make a huge difference in your chances of getting hired.
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What is a Project Coordinator? Scott was thinking about the role of Project Coordinator recently. He replied to one my Project Management Career Coaching questions with this: Josh, I am currently attending school for Project Management and have really enjoyed your daily emails. I am currently a Manufacturing Supervisor in a small company. After graduation, my goal is to be a full-fledged Project Manager. I was interested in your recent post about changing industries and how you were successful in landing a job as Project Coordinator. I have been looking for a company for some time, but I don’t have any way to get to know the workers. It is a different industry than mine and I don’t have any connections to the company. I discovered that they have two positions available for Project Coordinators. I am trying decide if it’s worth taking the risk and making the move now rather than after I graduate. It is difficult to gain experience in managing small projects in the position I am currently in. It’s a small company, so I have to accept the fact that I can’t advance in my career unless I leave or wait for someone else to retire. I am asking you this question: Do you think that a job as a Project Coordinator is a good starting place for an aspiring Project Manager. Or would you prefer to stay at the same place for another year and gain more experience in employee management? I know you are busy, so I appreciate any advice you can offer me. Scott, thank you for your email! What is the role of a Project Coordinator? Project coordinator roles are not the same in all organizations. This is why I don’t believe it fits into all strategic career paths. It depends on the industry and the organization, but as a general rule, a role in project coordination is a good way to get into project management. It indicates that the organization is mature in managing projects. It will also give you an opportunity to experience the ‘world of managing projects’ in that organization. If my experience is any indication, you’ll be right there. Building Relationships – I discuss how to get connected to people in the industry or company. If you approach it with respect and tact, you can use LinkedIn to reach out to these people. LinkedIn is a great networking tool that can bring you face-to-face connections and allow you to make friends and develop relationships over time. It’s not a quick process, but it’s possible to expect great results. It will take some time. It won’t take forever, but it won’t stop. It’s ongoing. Some people find themselves in small companies and want to go into a larger company. Once you have the experience and knowledge from a larger company, it is sometimes best to stay there. However, if you want to return to a smaller company, you can bring your expertise and help grow it. If I was you, I would interview for the position of Project Coordinator, even if it wasn’t something I wanted to do. This will give you valuable experience in interviewing and allow you to ask great questions about the company’s project management. It can make a huge difference in your chances of getting hired.
Project Failure: We are at It Again Serendipity happens. I replied to a student Inside pmStudent eLearning with what turned to be an article about project success and failure. Shim wrote, “Projects failure rates?” a few days later. The conventional wisdom is wrong! His blog is amazing. I began leaving comments, and it quickly became one of those comments that should be its own post. Chaos I mean the reports that various organizations have on project failure rates. Shim outlined the following in his post:
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Project Failure: We are at It Again Serendipity happens. I replied to a student Inside pmStudent eLearning with what turned to be an article about project success and failure. Shim wrote, “Projects failure rates?” a few days later. The conventional wisdom is wrong! His blog is amazing. I began leaving comments, and it quickly became one of those comments that should be its own post. Chaos I mean the reports that various organizations have on project failure rates. Shim outlined the following in his post:
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