Find answers to your questions

Before, during and after: your questions are answered here. Explore this comprehensive overview of our platform, discover its key features, and let us guide you to get off to a good start and harness its full potential for your business.

1. Why use a team and project management platform?

A management platform provides a shared workspace for collaborators and a single source of data. Key benefits include:

  • Centralized information: All key performance indicators (KPIs) are available in one secure location, reducing data loss.
  • Improved collaboration: Teams can work better together using features like comments, automated reporting, and real-time updates.
  • Efficient project management: Track deliverables, prioritize projects, and distribute tasks with optimized workload plans.
  • Time savings: Automate repetitive data collection tasks, allowing focus on project analysis.
  • Performance tracking: Dashboards and analytics enable informed decisions and governance optimization.
  • Flexibility and accessibility: Access projects from anywhere, essential for remote or multi-site teams.

CESAR.TEAM can be used by a wide range of teams, including:

  • Project management teams: Project planning, deadline tracking, and resource management.
  • Management teams: Resource allocation and workload planning by project and department.
  • IT development teams: Deliverable and sprint management.
  • Financial control teams: Cross-checking expenses and allocations, verifying billing data in monthly cycles.
  • Executive teams: Project and KPI monitoring, strategic alignment.

Platform adaptability by function:

  • Workflow customization: Each team can tailor the platform to their specific processes.
  • Dedicated dashboards: KPI tracking and reporting based on departmental goals.
  • Cross-functional collaboration: Facilitates interaction across departments for better coordination.
  • Integration with other tools: Connect with third-party software (CRM, ERP, BI, etc.) to streamline workflows.

CESAR.TEAM is a flexible solution tailored to diverse business and team needs.

 Implementing CESAR.TEAM generally follows several key steps for successful adoption and integration with your existing processes:

  1. Needs analysis
    • Identify company-specific goals and challenges.
    • Define required features for each team.
    • Create a deployment plan.
  2. Configuration and customization
    • Set up the workspace, roles, and access rights.
    • Customize workflows and dashboards to match your operations.
    • Integrate with your company’s tools (CRM, ERP, messaging, etc.).
  3. Training and support
    • Training sessions to ease adoption.
    • Guides and tutorials adapted to user roles.
    • Technical support for troubleshooting.
  4. Gradual rollout
    • Pilot project with a small team for testing.
    • Adjustments based on feedback.
    • Full rollout with adoption monitoring.
  5. Ongoing support and optimization
    • Analyze performance and usage reports.
    • Optimize processes as needed.
    • Regular updates to enhance features and user experience.

This approach ensures a smooth implementation tailored to your company’s specific needs.

CESAR.TEAM offers comprehensive support to ensure a smooth adoption and effective platform use.

  1. Training and onboarding
    • Online or in-person workshops for teams.
    • Detailed guides and video tutorials.
    • Regular webinars on best practices and new features.
  2. Technical support
    • Live chat or email support for quick issue resolution.
    • FAQ and knowledge base with common solutions and best practices.
    • Dedicated customer service contact for personalized follow-up.
  3. Tailored assistance
    • Platform usage audits and optimization recommendations.
    • VIP support for large enterprises with strategic guidance.
    • User community forum for advice and tips exchange.
  4. Updates and new features
    • Regular updates based on user feedback.
    • Access to new features with onboarding support.

This support ensures every user gets the most out of CESAR.TEAM.

User Support

5. What are the best practices to fill timesheets?
  1. Enter time regularly: log your time daily or at least weekly to avoid forgetting. In general, the timesheet and its validation are monthly.
  2. Be accurate and realistic: ensure the logged time reflects your actual work and relevant projects.
  3. Follow categories and project codes: use the correct allocation codes for proper resource tracking. CESAR.TEAM provides a pre-filled timesheet with the correct codes.
  4. Verify and validate entries: double-check your entries to ensure they match your real work.
  5. Respect submission deadlines: CESAR.TEAM enforces monthly closure; be sure to meet this deadline.
  6. Document discrepancies: if you exceed the planned time budget on a task, add a comment explaining the reason.
  7. Follow internal procedures: adhere to your company’s time entry policies.
  • Complete your time entries
    Ensure all time is logged and assigned to the correct projects, non-project activities, or absences. Distribute time appropriately (e.g., 80% on projects).
  • Check your entries
    Review for errors. Compare with your schedule to ensure accuracy.
  • Add comments if needed
    If there are deviations from forecasts, explain in the comments. Mention any issues or extra time needed.
  • Submit your timesheet
    Click the “employee validation” button to submit for managerial approval.
  • Manager validation
    After employee validation, your manager will review and validate. Address any feedback.
  • Meet the deadline
    Submit your timesheet before the company’s deadline to avoid issues.
  1. Appoint a substitute
    Choose a trusted person (colleague, project manager, assistant) to enter time on your behalf.
  2. Configure delegation in CESAR.TEAM
    Go to account settings → “Delegation” or “Authorization” → Add substitute name and dates → Save.
  3. Inform your substitute
    Explain the projects/tasks, frequency, and internal rules.
  4. Pre-fill time entries (if possible)
    If workload is predictable, fill hours before leaving. CESAR.TEAM allows next-month entries.
  5. Check upon return
    Review and adjust delegated entries if needed.

1.  Define the project objectives and scope

  • Clarify the deliverables and the project duration
  • Identify stakeholders and required resources.

2. Create a skills workload plan

  • Define the skills and effort required for each deliverable
  • Schedule skills using CESAR.TEAM.

3.Create an initial budget

  • Validate the skill workload.

  • Validate the real resource workload.
  •  CESAR.TEAM will automatically calculate the valuation using the average daily cost (ADC).

Yes, CESAR.TEAM allows defining skills on real resources and searching available competencies.

You can:

  • Plan by skill
  • Replace a generic resource with a real one and vice versa

CESAR.TEAM is a project portfolio management (PPM) software designed to facilitate teamwork, including remotely. It offers collaborative features that allow teams to plan, manage, and monitor their projects efficiently, regardless of location.
The software includes in particular:
Online and shared planning: Team members can access and update schedules in real-time, ensuring optimal coordination even while working remotely. The schedule is accessible via the internet.
Time and absence management: CESAR.TEAM enables entry and validation of time spent on projects, as well as absence management, providing full visibility into team member availability.
Budget tracking and financial control: The platform includes tools to create budgets, monitor expenses, and analyze variances — essential for rigorous financial management of projects. Financial controllers can work remotely with full security.

These features make CESAR.TEAM a suitable solution for remote teams, ensuring smooth communication and effective project management.

 CESAR.TEAM allows the scheduling of billing milestones and the creation of a billing plan aligned with a contract.

As a project portfolio management (PPM) software, it provides features to efficiently manage the financial aspects of your projects.

You can schedule key deliverable production milestones and track project progress, which facilitates the management of billing deadlines. Additionally, CESAR.TEAM includes invoicing modules that enable you to generate and track client invoices, ensuring consistency between milestone planning and billing processes. You can invoice based on up-to-date information on:

● Budget
● Consumed
● Remaining work
● Production
● Forecasted billing
● Billed
● Remaining to be billed

 CESAR.TEAM provides features that allow billing to be managed based on both expenses and production. As a project portfolio management (PPM) software, it facilitates budget tracking of deliverables by ensuring control over monthly expenses through a data validation and locking process.

Expense control can be performed by department (vertical approach) or by project (cross-functional approach). CESAR.TEAM also enables the management of internal re-invoicing between departments and service lending.

 CESAR TEAM is a project portfolio management (PPM) solution that offers several major strengths for companies of all sizes and industries. Its key advantages include:

  • Comprehensive functionality: CESAR TEAM covers the entire project lifecycle, from demand and idea management to production rollout. It enables timesheet tracking, project planning, resource allocation, budgeting, cost control, and detailed reporting.
  • Simplicity and user-friendliness: CESAR TEAM’s intuitive interface allows for quick adoption by users, reducing training and support costs. Features are accessible in just a few clicks, optimizing team productivity.
  • Flexibility and adaptability: The software aligns with the specific business processes and working methods of each organization—whether agile, hybrid, or traditional. It offers flexible planning, allowing real-time schedule adjustments, mid- or short-term planning, and phase- or resource-based management as needed.
  • Collaborative planning: With real-time updates, all users share a single, reliable schedule, eliminating the need to manage multiple file versions, as is often the case with tools like Excel.
  • Realistic resource management: CESAR TEAM takes into account the actual availability of resources, giving project managers full visibility into team capacity and absence schedules, enabling more accurate and realistic planning.
  • Integration with information systems: The software can be connected to the company’s information system via APIs, making integration with accounting tools or CRMs seamless.
  • Robust and high-performance technology: Developed in partnership with Salesforce, CESAR TEAM benefits from proven technology, delivering an intuitive interface and strong performance—even with large data volumes.

In summary, CESAR TEAM stands out for its ability to provide a complete, intuitive, and adaptable solution that supports efficient and collaborative project management within organizations.

 CESAR TEAM provides companies with both quantitative and qualitative benefits, helping optimize project and resource management.

Quantitative Gains:
Increased productivity: By centralizing information and automating processes, CESAR TEAM shortens decision-making and execution times. For example, one company saw a productivity increase of over 10% among 100 employees. It effectively gained 10 FTEs (Full-Time Equivalents) the following year by optimizing recruitment.
Optimized staffing rate: With better visibility into available skills and actual resources, the software helps reduce bench time and improve team utilization rates. This optimization is especially beneficial for companies managing fixed-price projects. The workload planning module helps anticipate workload peaks or downtimes, encouraging knowledge sharing or training during less busy periods.

Qualitative Gains:
Improved coordination: CESAR TEAM enhances project coordination on a global scale, ensuring better synchronization between teams and departments.
Seamless integration with information systems: The software integrates easily with existing systems via APIs, enabling smooth data flow between the company’s various applications.
Simplicity and user-friendliness: Designed to be intuitive, CESAR TEAM promotes quick user adoption, reducing the need for extensive training and support.

Return on Investment (ROI) Timeline:
The ROI timeline for CESAR TEAM depends on various factors, including company size, project complexity, and team engagement. While no specific figures are provided, the reported productivity gains and resource optimization indicate a potentially fast ROI — often within less than a year. To accurately assess the timeframe, a detailed analysis of costs and expected benefits tailored to your organization is recommended.

 Yes, CESAR TEAM integrates a range of Key Performance Indicators (KPIs) and decision-support tools designed to optimize project management and support strategic decision-making. Here’s a detailed overview of these features:

Key Performance Indicators (KPIs) in CESAR TEAM:

  1. Progress Rate (%):
    This indicator measures the proportion of completed projects relative to the total planned, providing a clear view of the overall progress of a project portfolio.
  2. Cost Performance Index (CPI):
    The CPI evaluates the alignment of actual expenses with the planned budget, calculated by dividing earned value by actual costs. A CPI below 1 indicates budget overruns.
  3. Schedule Performance Index (SPI):
    The SPI assesses adherence to schedules by comparing actual duration to planned duration. An SPI below 1 indicates a potential delay.
  4. Monthly Expense Tracking:
    CESAR TEAM allows detailed monthly tracking of all project expenses, helping to control costs and ensure project profitability.
  5. CQFD Risk Monitoring:
    CESAR TEAM helps identify, analyze, and initiate action plans to manage or reduce risks related to Cost, Quality, Functionality (scope), and Deadlines. This analysis can be performed both on individual projects and across an entire portfolio.

Integrated Decision-Support Tools in CESAR TEAM:

  • Project Prioritization:
    The software helps users rank and prioritize projects based on predefined criteria, aligning initiatives with the company’s strategic objectives. It enables project governance based on value creation and client priorities.
  • AI-Assisted Estimation:
    CESAR TEAM features a built-in artificial intelligence engine that detects inconsistencies in cost estimates through cross-analysis and comparisons with reference projects. This enhances the accuracy of budget estimates and workload plans, helping to prevent major budgeting errors.
  • Custom Dashboards:
    The software provides numerous configurable dashboards that display relevant KPIs for each user or department. These dashboards support real-time performance monitoring, variance detection, and informed decision-making.

Conclusion:
CESAR TEAM is much more than a project management tool — it is a powerful decision-making platform tailored for executives, offering strategic insights and operational control across the entire project portfolio.

1/Calculating an employee’s Capacity to Deliver (CTD)

Capacity to Deliver is generally expressed in available man-days (MD) per period (week, month, year).

General formula:

CTD = Working time – absences – non-productive activities outside projects

Example for an IT consultant (based on 5 working days/week):

  • Gross monthly working time = 20 days
  • Non-productive time (internal meetings, training, leave, etc.) = 4 days
  • Planned absences = 2 days
  • CTD = 14 days

Note: A manager or director who does not work directly on projects has CTD = 0.

2/Market standards by sector

SectorExpected project capacityLimiting factors
Consulting & IT75-85% of total timeBetween contracts, training, monitoring, fixed-price/time & materials
Industry & Engineering70-80%Testing, prototypes, R&D
Public Sector / Services60-70%Procedures, meetings, internal management

3/Tools to optimize Capacity to Deliver in CESAR TEAM software

    • Timesheets
    • Tracking of allocations
    • Resource planning
    • Resource workload planning
    • KPI dashboards on Capacity to Deliver

4/ Example of a tracking table

  • Bob M. is close to overload (94%) 👉 Possible need for delegation.
  • Charlie K. has a margin of 3 days (82%) 👉 Can be assigned to another project.
  • David P. and Alice D. are well balanced (~87-89%) 👉 Stable workload.

Reading and analysis

1/Gross Capacity (CTD) = Number of workable days after deducting absences and non-project activities.

2/Allocated workload = Number of days already planned on projects.

3/Remaining capacity = Days still available for other tasks/projects.

4/Utilization rate = (Allocated workload / Gross Capacity) × 100

  1. If < 70%: Risk of under-utilization
  2. If > 90%: Risk of overload

Analysis and possible adjustments (Telecommunications sector example)

  1. Training and internal procedures impact availability
  • Engineers and technicians must attend regular training (5G, security, fiber optics).
  • Adjust planning to prevent training from blocking critical project periods.
  1. On-call duties and emergencies affect experts
  • A telecom technician may lose 3 to 5 days/month due to unexpected issues.
  • Plan a buffer of availability to avoid overload.
  1. Project workload well distributed, but risk of overload (>85%)
  • Bob M. and Alice D. are close to 90%: Risk of fatigue, possible need for temporary reinforcement.
  • Monitor workload evolution to prevent burnout.

Conclusion

Capacity to Deliver is often overestimated. CESAR allows fine optimization and anticipation of overload or underload risks.

An intuitive interface designed for everyone : from team members to executive committees

CESAR is a cloud-based collaborative platform for managing your company’s projects.

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