Mon. Jul 4th, 2022

(This post contains affiliate hyperlinks. Please read my full disclosure.
Imagine if you could cut down on meeting time, save time putting together reports and typing up minutes, and work smarter. Imagine if creating status reports took only 5 days. Instead, it took you 10 seconds. (Yes, that’s what Fluid’s real customer did.
Fluid is a PPM software that can transform your business. Fluid’s goal is to make your day easier and less administrative. I was impressed.
Continue reading to learn why!
General Information
Name: Fluid
Vendor: Fluid business solutions Ltd
Hosting options: Only online solutions
Cost: You can load 5 users and 3 projects for free. Then you have 4 weeks to test it out. This is a great way to try the tool out in a real environment, rather than creating test projects. Pricing starts at 10 users per month for PS350, with discounts for annual purchases.
Managing work in Fluid
Fluid is more than just a project management tool. It will transform the way you hold meetings (or make them disappear completely!). It has all the project functionality that you need to track, manage, and control work.
Your dashboard displays your view of the world and information about upcoming and recent meetings. You can disable modules and functionality, just like many customizable tools. If your team doesn’t track their time, there’s no need for the timesheet widget.
Your active projects are right where you need them. They show you the requests for action and open and overdue task so you can get to work.
Projects
The heart of the system is the project. This functionality is available to all team members, from PMO professionals who need consolidated reporting to task management that we must do as project managers or team members. You can have separate projects or sub-projects in a program.
As you would expect with a product that is ISO27001 certified and has the option of 2-factor authentication, security and privacy are key concerns. You can only see projects you have permission to view.
The best thing about the tool was the ability to customize the RAG statuses. You can view the 3 most recent RAG statuses for each project. They are meaningful because you can determine how and what the RAG is made up. This will improve transparency and allow you to compare projects.
The project workspace
All information about the project is available in one location: benefits, costs and any related Kanban boards or Sprint boards, as well as documents, meetings (more later… it’s worth it).
You can also find a list with project actions that were created from other sources such as chat or meetings.
A Gantt Chart is available alongside project actions. It does all the usual stuff that you would expect from a Gantt charts plus task checklists if needed to add additional information to a specific line. Gantt charts can be imported or exported from Excel or Microsoft Project.
The section ‘Project Impacts’ in the RAID log section is configurable to display your own calculations of impact/probability.
Complex and hybrid working
Fluid is designed to support hybrid teams right out of the box. For example, items on a Gantt chart can link to a Kanbanboard. Either sprints or predictive planning can be used by teams, or a combination of both.
Another great feature is a network diagram that shows how the project interacts with other ones. It can be difficult to manage multiple projects and keep track of interdependencies. A network diagram is a great way to see how your work fits in the larger ecosystem and what you need to be aware of.
Boards
You can pull all the tasks from the boards into the action log. However, you can also go into an b

By Adam