Skip to content
Cross Functional Project Tracker
Allows anyone to spin up projects with specific goals, and assign people by role, ensuring they are not oversubscribed across multiple projects
The Problem: Managing the company matrix
Every company seems to have some version of matrix - people and teams are organized in one way (perhaps by discipline, region, etc), while projects are organized a different way (by company goal, mission, theme, metric, etc).
The Solution: Give everyone their own view into the matrix
By modeling people and projects separately, your Coda doc can properly represent the current resource allocations so that you can rebalance with confidence.
Quickstart
1️⃣ Go to the section and replace the dummy data with your own projects (you only need to change the first 3 columns: "Name", "Description", "Status")
2️⃣ Head over to the section and replace the dummy data with your team members' info. The dropdown for "Role" in the table is driven by the table (so fill this in with your team's roles).
3️⃣ Head over to the table and assign the appropriate project to your team members along with their involvement in the project!
What's in this doc?
Area
Section
What This Section Does
People Allocation
Instead of looking by team member, you can view by individual projects. Now you know the exact progress of each project.
See a visual timeline of all your projects to quickly see which projects are lagging behind.
Project Hubs
Data
Data input: all the assignments of a specific person to a specific project for a specific date range
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.