Technology in Architectural Practice

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 9/11/2020 1:34:00 PM
From: Micah Smith AIA
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Thank you, I will look up Project Libre now!

Micah

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 09-14-2020 18:10
From: Scott Gustafson
Subject: project management software for a small firm

You should checkout Project Libre. Similar to MS Project but open source. 

Scott M B Gustafson              Architect 

https://www.projectlibre.com/

AIA | LEED AP | NCARB | MAA | MSA

+ 1  313 . 952 . 9086            O f f i c e

+ 1  313 . 338 . 6620           M o b i l e

Connect with us today on   WhatsApp

See what's new in our online Journal!

 

Original Message:
Sent: 9/11/2020 1:34:00 PM
From: Micah Smith AIA
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Micah, I use a free product I found, I think it's made by one of the Universities called GanttProject it's easy to use and works like Project, I am not sure if it will do what you need but it is worth a go. Here is the link https://www.ganttproject.biz/

You can also Link to MS Project and Ganttproject from a Sketchup Model using PlusDesignBuild, here is a Youtube video link https://www.youtube.com/watch?v=rPzgTLycdOY&list=PLNRcN-A1tOEyyWrpuaqKO_Oco9aHcOTKw&index=2&t=1s

------------------------------
Andrew Dwight
Designer/BIM manager AAD Build
BDM RubySketch
Sydney Australia
------------------------------

Original Message:
Sent: 09-14-2020 18:18
From: Micah Smith
Subject: project management software for a small firm

Thank you, I will look up Project Libre now!

Micah

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA

Original Message:
Sent: 09-14-2020 18:10
From: Scott Gustafson
Subject: project management software for a small firm

You should checkout Project Libre. Similar to MS Project but open source. 

Scott M B Gustafson              Architect 

https://www.projectlibre.com/

AIA | LEED AP | NCARB | MAA | MSA

+ 1  313 . 952 . 9086            O f f i c e

+ 1  313 . 338 . 6620           M o b i l e

Connect with us today on   WhatsApp

See what's new in our online Journal!

 

Original Message:
Sent: 9/11/2020 1:34:00 PM
From: Micah Smith AIA
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Harvest

We have found this to be quite effective and easy to use.

------------------------------
Jodi van der Wiel AIA
Design Director
Vocon
Brecksville OH
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 9/14/2020 7:29:00 PM
From: Jodi L. van der Wiel AIA
Subject: RE: project management software for a small firm

Harvest

We have found this to be quite effective and easy to use.

------------------------------
Jodi van der Wiel AIA
Design Director
Vocon
Brecksville OH
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

My office recently started using Asana. It was pretty easy to convert from our paper/pencil and excel spreadsheet methodology to this software. There is a free version but we opted for a subscription that's about $800/yr for 4 people.  We're really happy with it so far.

------------------------------
Heather Susemihl AIA
Partner
McCall Design and Planning Inc.
Mccall ID
------------------------------

Original Message:
Sent: 09-15-2020 02:28
From: Micah Smith
Subject: project management software for a small firm

Thank you Jodi, Looking at Harvest, I'm disappointed it does not integrate with Quickbooks Desktop. However Harvest does look interesting so I will look into it. 

The job progress tracking function peaks my interest most from what I've seen so far.
--

Sincerely,

Micah D. Smith, AIA

Architect

      MS|A
Office: 805-242-6022
Mobile: 805-704-7118
micah@msmith-arch.com
msmith-arch.com
1022 Mill Street, Suite D
San Luis Obispo, CA 93401

Original Message:
Sent: 9/14/2020 7:29:00 PM
From: Jodi L. van der Wiel AIA
Subject: RE: project management software for a small firm

Harvest

We have found this to be quite effective and easy to use.

------------------------------
Jodi van der Wiel AIA
Design Director
Vocon
Brecksville OH

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Also voting for Harvest - we hardly tap all of its abilities, but it has helped us greatly in the project cost accounting area.

Get a look at Wrike. We started down the road with it but decided it took too much in input time compared to value of output - but I really liked it. This is the trouble with most project management tools. They are either telling you what you already know, or you spend your time in the tool rather than producing value for your clients, which a small firm just can't afford. Your billable time is much more important than the cost of the tool. If you find a tool that costs $150.00 per month but allows you to bill two more hours a month in your practice, you are money ahead!

I don't know why people use MS Project for multiple project management for architectural projects. I have never had the impression that it was made to input and present that kind of information in an efficient way.

------------------------------
Philip Kabza AIA
Principal
SpecGuy Specifications Consultants
Mount Dora FL
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 9/15/2020 12:39:00 PM
From: Philip W. Kabza AIA
Subject: RE: project management software for a small firm

Also voting for Harvest - we hardly tap all of its abilities, but it has helped us greatly in the project cost accounting area.

Get a look at Wrike. We started down the road with it but decided it took too much in input time compared to value of output - but I really liked it. This is the trouble with most project management tools. They are either telling you what you already know, or you spend your time in the tool rather than producing value for your clients, which a small firm just can't afford. Your billable time is much more important than the cost of the tool. If you find a tool that costs $150.00 per month but allows you to bill two more hours a month in your practice, you are money ahead!

I don't know why people use MS Project for multiple project management for architectural projects. I have never had the impression that it was made to input and present that kind of information in an efficient way.

------------------------------
Philip Kabza AIA
Principal
SpecGuy Specifications Consultants
Mount Dora FL
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Monograph was designed by people trained as architects.

------------------------------
Dawn Zuber, FAIA
Owner
Studio Z Architecture
Plymouth, MI
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

ArchiOffice is another solution, allowing project billing and time tracking.  Originally developed by an Architect, I believe.

------------------------------
Michael Tulp AIA
Story Construction
Ames IA
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 9/15/2020 6:08:00 PM
From: Michael A. Tulp AIA
Subject: RE: project management software for a small firm

ArchiOffice is another solution, allowing project billing and time tracking.  Originally developed by an Architect, I believe.

------------------------------
Michael Tulp AIA
Story Construction
Ames IA
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

We used ArchiOffice for a while but it was not robust enough for the types of reporting we wanted to do.  We were convinced by the parent company of ArchiOffice (BQE) to go to their Core program which was supposed to be a step up.  Unfortunately Core is not far enough along in development to what we need either.  It has better reporting but you really need them to customize everything for you which involves a lot of cost.  We are looking at alternatives currently, Harvest is one I have heard of as well.  We have recently procured Salesforce so we are looking for something that speaks to that as well (so far they have recommended Sage).  Our intent would be to run timekeeping and invoicing  through one program but use Salesforce not only as CRM but also just project data that can connect with the other program to deliver all functionality that we need.

TLDR: We have tried a few programs and have realized we need to use a few to get what we need.

------------------------------
Jan Martin AIA
Principal
TWINSTEPS, INC.
San Jose, CA
------------------------------

Original Message:
Sent: 09-15-2020 18:08
From: Michael Tulp
Subject: project management software for a small firm

ArchiOffice is another solution, allowing project billing and time tracking.  Originally developed by an Architect, I believe.

------------------------------
Michael Tulp AIA
Story Construction
Ames IA

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

What Salesforce product are you using and what is the cost? I like the CRM idea. And I"ll look at Sage...

I need to be careful being a 2 person firm with getting bogged down in project management software, but do want to be effective and efficient with time.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 09-16-2020 17:31
From: Jan Martin
Subject: project management software for a small firm

We used ArchiOffice for a while but it was not robust enough for the types of reporting we wanted to do.  We were convinced by the parent company of ArchiOffice (BQE) to go to their Core program which was supposed to be a step up.  Unfortunately Core is not far enough along in development to what we need either.  It has better reporting but you really need them to customize everything for you which involves a lot of cost.  We are looking at alternatives currently, Harvest is one I have heard of as well.  We have recently procured Salesforce so we are looking for something that speaks to that as well (so far they have recommended Sage).  Our intent would be to run timekeeping and invoicing  through one program but use Salesforce not only as CRM but also just project data that can connect with the other program to deliver all functionality that we need.

TLDR: We have tried a few programs and have realized we need to use a few to get what we need.

------------------------------
Jan Martin AIA
Principal
TWINSTEPS, INC.
San Jose, CA

Original Message:
Sent: 09-15-2020 18:08
From: Michael Tulp
Subject: project management software for a small firm

ArchiOffice is another solution, allowing project billing and time tracking.  Originally developed by an Architect, I believe.

------------------------------
Michael Tulp AIA
Story Construction
Ames IA

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Anyone tried BigTime? It integrates with QB Desktop or Online. Seems robust. Might be a good option if not too expensive, which cost is something I'm looking into now.

I wish these other architect-focused PM softwares integrated with QB Desktop, not just Online...

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 09-16-2020 17:31
From: Jan Martin
Subject: project management software for a small firm

We used ArchiOffice for a while but it was not robust enough for the types of reporting we wanted to do.  We were convinced by the parent company of ArchiOffice (BQE) to go to their Core program which was supposed to be a step up.  Unfortunately Core is not far enough along in development to what we need either.  It has better reporting but you really need them to customize everything for you which involves a lot of cost.  We are looking at alternatives currently, Harvest is one I have heard of as well.  We have recently procured Salesforce so we are looking for something that speaks to that as well (so far they have recommended Sage).  Our intent would be to run timekeeping and invoicing  through one program but use Salesforce not only as CRM but also just project data that can connect with the other program to deliver all functionality that we need.

TLDR: We have tried a few programs and have realized we need to use a few to get what we need.

------------------------------
Jan Martin AIA
Principal
TWINSTEPS, INC.
San Jose, CA

Original Message:
Sent: 09-15-2020 18:08
From: Michael Tulp
Subject: project management software for a small firm

ArchiOffice is another solution, allowing project billing and time tracking.  Originally developed by an Architect, I believe.

------------------------------
Michael Tulp AIA
Story Construction
Ames IA

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Another Plus 1 for Monograph.io - 

Use the coupon code practiceinnovation to get one month free

------------------------------
Evelyn Lee AIA
Senior Workplace Experience Strategy
Slack Technologies Inc
Lafayette CA
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Our office was originally using excel, and wasting a bunch of time... We tried out Monday.com for a bit, however it's not great once you have more than a few projects, and everything needs to customized. We have currently landed on Zoho.com. It offers a lot of different integrations and many different reporting abilities. It also has a lot of other business management tools that seem like a good future investment. It works pretty well for us, but not necessarily built for architecture offices, it's a good all-around tool.

------------------------------
Nicholas Voell-White Assoc. AIA
Director of BIM Implementation
AEC-Technologies
Redondo Beach CA
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

I've been using ArchiOffice for about eight years now and it's been a wholly positive experience. As a sole practitioner I don't require the full range of tools and capabilities so a larger more complex practice may have a different perspective. But my practice does involve multiple project types and modalities and the platform supports everything I've asked of it. It's been particularly useful in managing the work I do as a full-time faculty member; for both teaching and research.

------------------------------
Timothy Brown AIA
Principal
Tim Brown Architecture
Six Mile SC
------------------------------

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Micah_

I recommend smartsheet.com

Its online (so available everywhere, when you want to add info, or query), adaptable and simple.  Its basically the step up from Excel / Google Sheets and you can use it for both SCHEDULE (whole project) in CPM or other view format and BUDGET (design phase, construct phase, or both).

You can get a trial, but I recommend waiting until you have an actual project to try it on.

Cost is sliding depending the number of users and projects.  If its just 1 a year, you could just use the trial and then export to .XLS once its mostly set up (or pay only if the client moves forward and pass the cost along.

Maybe the only downside I;ev found is that the (VERY) eager tech staff at smartsheet.com don't necc. have a lot of experience in the AEC usage of PM software.  But they are very avail for training or help.

_karl


------------------------------
Karl Vavrek AIA
bold ! OBLIQUE
Fairfax CA
------------------------------

Original Message:
Sent: 09-17-2020 05:26 PM
From: Timothy Brown
Subject: project management software for a small firm

I've been using ArchiOffice for about eight years now and it's been a wholly positive experience. As a sole practitioner I don't require the full range of tools and capabilities so a larger more complex practice may have a different perspective. But my practice does involve multiple project types and modalities and the platform supports everything I've asked of it. It's been particularly useful in managing the work I do as a full-time faculty member; for both teaching and research.

------------------------------
Timothy Brown AIA
Principal
Tim Brown Architecture
Six Mile SC

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 10/12/2022 11:52:00 AM
From: Karl L. Vavrek AIA
Subject: RE: project management software for a small firm

Micah_

I recommend smartsheet.com

Its online (so available everywhere, when you want to add info, or query), adaptable and simple.  Its basically the step up from Excel / Google Sheets and you can use it for both SCHEDULE (whole project) in CPM or other view format and BUDGET (design phase, construct phase, or both).

You can get a trial, but I recommend waiting until you have an actual project to try it on.

Cost is sliding depending the number of users and projects.  If its just 1 a year, you could just use the trial and then export to .XLS once its mostly set up (or pay only if the client moves forward and pass the cost along.

Maybe the only downside I;ev found is that the (VERY) eager tech staff at smartsheet.com don't necc. have a lot of experience in the AEC usage of PM software.  But they are very avail for training or help.

_karl


------------------------------
Karl Vavrek AIA
bold ! OBLIQUE
Fairfax CA
------------------------------

Original Message:
Sent: 09-17-2020 05:26 PM
From: Timothy Brown
Subject: project management software for a small firm

I've been using ArchiOffice for about eight years now and it's been a wholly positive experience. As a sole practitioner I don't require the full range of tools and capabilities so a larger more complex practice may have a different perspective. But my practice does involve multiple project types and modalities and the platform supports everything I've asked of it. It's been particularly useful in managing the work I do as a full-time faculty member; for both teaching and research.

------------------------------
Timothy Brown AIA
Principal
Tim Brown Architecture
Six Mile SC

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Please see attached


Original Message:
Sent: 10/13/2022 5:32:00 PM
From: Dale E. Smith AIA
Subject: RE: project management software for a small firm

This product may fit the bill.

basebuilders.com

 

 

Original Message:
Sent: 10/12/2022 11:52:00 AM
From: Karl L. Vavrek AIA
Subject: RE: project management software for a small firm

Micah_

I recommend smartsheet.com

Its online (so available everywhere, when you want to add info, or query), adaptable and simple.  Its basically the step up from Excel / Google Sheets and you can use it for both SCHEDULE (whole project) in CPM or other view format and BUDGET (design phase, construct phase, or both).

You can get a trial, but I recommend waiting until you have an actual project to try it on.

Cost is sliding depending the number of users and projects.  If its just 1 a year, you could just use the trial and then export to .XLS once its mostly set up (or pay only if the client moves forward and pass the cost along.

Maybe the only downside I;ev found is that the (VERY) eager tech staff at smartsheet.com don't necc. have a lot of experience in the AEC usage of PM software.  But they are very avail for training or help.

_karl


------------------------------
Karl Vavrek AIA
bold ! OBLIQUE
Fairfax CA
------------------------------

Original Message:
Sent: 09-17-2020 05:26 PM
From: Timothy Brown
Subject: project management software for a small firm

I've been using ArchiOffice for about eight years now and it's been a wholly positive experience. As a sole practitioner I don't require the full range of tools and capabilities so a larger more complex practice may have a different perspective. But my practice does involve multiple project types and modalities and the platform supports everything I've asked of it. It's been particularly useful in managing the work I do as a full-time faculty member; for both teaching and research.

------------------------------
Timothy Brown AIA
Principal
Tim Brown Architecture
Six Mile SC

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Original Message:
Sent: 10/13/2022 5:32:00 PM
From: Dale E. Smith AIA
Subject: RE: project management software for a small firm

This product may fit the bill.

basebuilders.com

 

 

Original Message:
Sent: 10/12/2022 11:52:00 AM
From: Karl L. Vavrek AIA
Subject: RE: project management software for a small firm

Micah_

I recommend smartsheet.com

Its online (so available everywhere, when you want to add info, or query), adaptable and simple.  Its basically the step up from Excel / Google Sheets and you can use it for both SCHEDULE (whole project) in CPM or other view format and BUDGET (design phase, construct phase, or both).

You can get a trial, but I recommend waiting until you have an actual project to try it on.

Cost is sliding depending the number of users and projects.  If its just 1 a year, you could just use the trial and then export to .XLS once its mostly set up (or pay only if the client moves forward and pass the cost along.

Maybe the only downside I;ev found is that the (VERY) eager tech staff at smartsheet.com don't necc. have a lot of experience in the AEC usage of PM software.  But they are very avail for training or help.

_karl


------------------------------
Karl Vavrek AIA
bold ! OBLIQUE
Fairfax CA
------------------------------

Original Message:
Sent: 09-17-2020 05:26 PM
From: Timothy Brown
Subject: project management software for a small firm

I've been using ArchiOffice for about eight years now and it's been a wholly positive experience. As a sole practitioner I don't require the full range of tools and capabilities so a larger more complex practice may have a different perspective. But my practice does involve multiple project types and modalities and the platform supports everything I've asked of it. It's been particularly useful in managing the work I do as a full-time faculty member; for both teaching and research.

------------------------------
Timothy Brown AIA
Principal
Tim Brown Architecture
Six Mile SC

Original Message:
Sent: 09-11-2020 13:33
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

I'm new to this thread. It seems there may be different needs: office management (time keeping, billing) and project management (communication, file management). Obviously they overlap, but I'm primarily interested in project management software with ready-made templates for small (preferably) architecture firms. Ideally, it would:

• organize and track all client, consultant, building official, GC and trades communications
• organize our issued files (as opposed to our BIM/CAD files) so they can be accessed by us and appropriate others (transmittals):
  • PDFs
  • DWGs and/or IFCs to consultants
  • renderings and animations
  • specifications
• maintain checklists for all phases of a project: PD through CA, so we know we're not overlooking anything
• keep submittals organized
• log field reports and draw request reviews

This all seems quite distinct from running my practice (as a business), which something like Harvest seems to be intended to do. In other words, I'm hoping for a modern version of the old project binder. Am I asking for the Moon?

Full disclosure: I used ArchiOffice years ago, and in spite of it being developed by an architect, it felt pretty clunky at the time-to be fair I have not yet re-investigated it.

------------------------------
François Lévy, BA, MArch, MSE
AIA, NCARB, AIAA
New Mexico Registered Architect 6122
Texas Registered Architect 21093
François Lévy Architecture + Interiors PLLC
2124 East Sixth Street, Suite 107
Austin, TX 78702
512.689.7667

Author, BIM for Design Firms
https://is.gd/Tppi5b
Contributor, Architect's Handbook of Professional Practice, 15th Edition
Author, BIM in Small-Scale Sustainable Design
http://is.gd/UJPFta
------------------------------

Original Message:
Sent: 09-11-2020 01:33 PM
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

It sounds like you are looking for a CRM more than a project management package. There are a lot of builders packages that do everything you have outlined and more, but the price point is slightly higher. Try googling Buildertrend, Co-construct or PlusDesignBuild.

------------------------------
Andrew Dwight
Designer/BIM manager AAD Build
BDM RubySketch
Sydney Australia
------------------------------

Original Message:
Sent: 10-08-2022 04:21 PM
From: Francois Levy
Subject: project management software for a small firm

I'm new to this thread. It seems there may be different needs: office management (time keeping, billing) and project management (communication, file management). Obviously they overlap, but I'm primarily interested in project management software with ready-made templates for small (preferably) architecture firms. Ideally, it would:

• organize and track all client, consultant, building official, GC and trades communications
• organize our issued files (as opposed to our BIM/CAD files) so they can be accessed by us and appropriate others (transmittals):
  • PDFs
  • DWGs and/or IFCs to consultants
  • renderings and animations
  • specifications
• maintain checklists for all phases of a project: PD through CA, so we know we're not overlooking anything
• keep submittals organized
• log field reports and draw request reviews

This all seems quite distinct from running my practice (as a business), which something like Harvest seems to be intended to do. In other words, I'm hoping for a modern version of the old project binder. Am I asking for the Moon?

Full disclosure: I used ArchiOffice years ago, and in spite of it being developed by an architect, it felt pretty clunky at the time-to be fair I have not yet re-investigated it.

------------------------------
François Lévy, BA, MArch, MSE
AIA, NCARB, AIAA
New Mexico Registered Architect 6122
Texas Registered Architect 21093
François Lévy Architecture + Interiors PLLC
2124 East Sixth Street, Suite 107
Austin, TX 78702
512.689.7667

Author, BIM for Design Firms
https://is.gd/Tppi5b
Contributor, Architect's Handbook of Professional Practice, 15th Edition
Author, BIM in Small-Scale Sustainable Design
http://is.gd/UJPFta

Original Message:
Sent: 09-11-2020 01:33 PM
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Hi Francois,
I have spent years looking for the perfect solution for my 10-person office, but as of yet I have not found it.
Like Jan (above) I was seduced by BQE Core, but almost all of the architecture-specific features you are looking for (project management, tracking drawings, submittals, correspondence etc) are so half-baked as to be laughable.  Google sheets trumps all of these "features" in terms of usability.
I have spent ridiculous amounts of money to have them "customize" their inflexible templates for invoices and reports to bring them up to the most basic level of usability.  Their practice-based reports have been totally useless for us due to how they insist that every hour is potentially billable.
At the moment, we are using Core for time tracking, invoicing & accounting in conjunction with ClickUp for schedule, task and SOP management and Slack for internal communications.  We use Patriot for payroll, which does not integrate but is cheap and flexible enough to allow for full-time, part-time, J-1 interns and reimbursable payments.
Prior to using Core I loved the clean simplicity of Harvest and Harvest Forecast, and it integrated nicely with Xero which we used for accounting and it's formerly-integrated payroll. 
Monograph is a joke - maybe useful if you have two employees and one project, but crazily overpriced for the limited functionality it has.

------------------------------
Jordan Parnass AIA
Jordan Parnass Digital Architecture
Brooklyn NY
------------------------------

Original Message:
Sent: 10-08-2022 04:21 PM
From: Francois Levy
Subject: project management software for a small firm

I'm new to this thread. It seems there may be different needs: office management (time keeping, billing) and project management (communication, file management). Obviously they overlap, but I'm primarily interested in project management software with ready-made templates for small (preferably) architecture firms. Ideally, it would:

• organize and track all client, consultant, building official, GC and trades communications
• organize our issued files (as opposed to our BIM/CAD files) so they can be accessed by us and appropriate others (transmittals):
  • PDFs
  • DWGs and/or IFCs to consultants
  • renderings and animations
  • specifications
• maintain checklists for all phases of a project: PD through CA, so we know we're not overlooking anything
• keep submittals organized
• log field reports and draw request reviews

This all seems quite distinct from running my practice (as a business), which something like Harvest seems to be intended to do. In other words, I'm hoping for a modern version of the old project binder. Am I asking for the Moon?

Full disclosure: I used ArchiOffice years ago, and in spite of it being developed by an architect, it felt pretty clunky at the time-to be fair I have not yet re-investigated it.

------------------------------
François Lévy, BA, MArch, MSE
AIA, NCARB, AIAA
New Mexico Registered Architect 6122
Texas Registered Architect 21093
François Lévy Architecture + Interiors PLLC
2124 East Sixth Street, Suite 107
Austin, TX 78702
512.689.7667

Author, BIM for Design Firms
https://is.gd/Tppi5b
Contributor, Architect's Handbook of Professional Practice, 15th Edition
Author, BIM in Small-Scale Sustainable Design
http://is.gd/UJPFta

Original Message:
Sent: 09-11-2020 01:33 PM
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Francois, 
Finding and all in one package that fits your practice is difficult. I would suggest starting with Office 365 Teams. You can develop a simple reusable project template and test it on a project. You can add a number of free apps for other task like Scheduling and Checklists. Teams has some basic automation though flows. Making it relatively easy to do things like notify the PM when a file is uploaded by a consultant. 

It's a good simple starting point with software you probably already have on hand.  You can find what works for and which tasks need more finesse for your practice.    

A Teams Project Template Could include: 
Chat - Project Team messaging 
Files - Use one SharePoint Document library each for Deliverables, Incoming and Outgoing Consultant files and Submittals 
Tasks - Lightweight Scheduling with the Planner App
OneNote- Filed Reports and Meeting Minutes 
Checklist - QA QC Lists via the Checklist App  

Best of luck

------------------------------
George Pond AIA
HORD COPLAN MACHT
Charlotte NC
------------------------------

Original Message:
Sent: 10-08-2022 04:21 PM
From: Francois Levy
Subject: project management software for a small firm

I'm new to this thread. It seems there may be different needs: office management (time keeping, billing) and project management (communication, file management). Obviously they overlap, but I'm primarily interested in project management software with ready-made templates for small (preferably) architecture firms. Ideally, it would:

• organize and track all client, consultant, building official, GC and trades communications
• organize our issued files (as opposed to our BIM/CAD files) so they can be accessed by us and appropriate others (transmittals):
  • PDFs
  • DWGs and/or IFCs to consultants
  • renderings and animations
  • specifications
• maintain checklists for all phases of a project: PD through CA, so we know we're not overlooking anything
• keep submittals organized
• log field reports and draw request reviews

This all seems quite distinct from running my practice (as a business), which something like Harvest seems to be intended to do. In other words, I'm hoping for a modern version of the old project binder. Am I asking for the Moon?

Full disclosure: I used ArchiOffice years ago, and in spite of it being developed by an architect, it felt pretty clunky at the time-to be fair I have not yet re-investigated it.

------------------------------
François Lévy, BA, MArch, MSE
AIA, NCARB, AIAA
New Mexico Registered Architect 6122
Texas Registered Architect 21093
François Lévy Architecture + Interiors PLLC
2124 East Sixth Street, Suite 107
Austin, TX 78702
512.689.7667

Author, BIM for Design Firms
https://is.gd/Tppi5b
Contributor, Architect's Handbook of Professional Practice, 15th Edition
Author, BIM in Small-Scale Sustainable Design
http://is.gd/UJPFta

Original Message:
Sent: 09-11-2020 01:33 PM
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

I really like teamwork.com I got turned on to it when I was with The Sextant Group doing AV consulting work and I still use it for my projects.

When it comes time for time tracking I really like the tactile hands-on Timeular device; it also exports to several applications.

------------------------------
Daniel Ayers
Stage Right Solutions
Blue Springs MO
------------------------------

Original Message:
Sent: 09-11-2020 01:33 PM
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Hi Micah, and everyone on the thread.

I too run a small architectural office, and we all do it a little differently, here are my 2 cents:

Accounting
Reading your past comments I would re-think the desire to connect QuickBooks to the project management software.  For an office that size is it really necessary?  Does it save time?  We use a standalone QuickBooks setup.  

Scheduling
To me, MS Project is overkill, if you're looking for a scheduling Gantt chart program there are a bunch of free to low cost options that others have mentioned.  We've resorted to Smartsheets for this task, but always looking around for better solutions. Smartsheets offers all sorts of custom spreadsheet-esque data tracking, so that's cool. 

Project management
We've tried many cloud based project management systems, Skype, Asana, Wrike, etc.  The best software that we found is Basecamp. It is very user friendly, requires little to no training, quick to setup, super flexible. 

The best feature by far is that it is not industry specific so you can think of other ways to approach and solve your project management needs. IMO the nature of an architect is to be inventive and revolutionary. Using an industry based product takes the fun out it and is a step towards becoming a lemming.  

You can create client portals so they can access client side areas of your project (I haven't tried this). We use it daily with our consultants and engineers, it ends up being a project management system for everyone involved in the project. (No extra costs for consultants or engineer access too!)  One great feature is that you can create a project template, so that you can start up a new project in a couple of seconds and the baseline workflow is already mapped out.  

Yes, I'm a fan boy, but it keeps us organized, our projects moving forward, and my sanity.
I just checked their website, Basecamp currently has a 12 month free trial period and the pricing is competitive.

We have many active projects of various sizes in a 10 person office.  It works. Cheers and good luck!  -Mike

------------------------------
Michael Swain AIA
Swain Architects
Long Beach CA
------------------------------

Original Message:
Sent: 09-11-2020 01:33 PM
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------

Thank you Mike for the helpful feedback. 

We have stuck with Quickbooks and Quickbooks Time, and use Asana for project management. I'll take a look at Basecamp though, and thank you for that recommendation.

Micah

------------------------------
Micah Smith AIA
MSA
San Luis Obispo CA
------------------------------

Original Message:
Sent: 10-13-2022 06:35 PM
From: Michael Swain
Subject: project management software for a small firm

Hi Micah, and everyone on the thread.

I too run a small architectural office, and we all do it a little differently, here are my 2 cents:

Accounting
Reading your past comments I would re-think the desire to connect QuickBooks to the project management software.  For an office that size is it really necessary?  Does it save time?  We use a standalone QuickBooks setup.  

Scheduling
To me, MS Project is overkill, if you're looking for a scheduling Gantt chart program there are a bunch of free to low cost options that others have mentioned.  We've resorted to Smartsheets for this task, but always looking around for better solutions. Smartsheets offers all sorts of custom spreadsheet-esque data tracking, so that's cool. 

Project management
We've tried many cloud based project management systems, Skype, Asana, Wrike, etc.  The best software that we found is Basecamp. It is very user friendly, requires little to no training, quick to setup, super flexible. 

The best feature by far is that it is not industry specific so you can think of other ways to approach and solve your project management needs. IMO the nature of an architect is to be inventive and revolutionary. Using an industry based product takes the fun out it and is a step towards becoming a lemming.  

You can create client portals so they can access client side areas of your project (I haven't tried this). We use it daily with our consultants and engineers, it ends up being a project management system for everyone involved in the project. (No extra costs for consultants or engineer access too!)  One great feature is that you can create a project template, so that you can start up a new project in a couple of seconds and the baseline workflow is already mapped out.  

Yes, I'm a fan boy, but it keeps us organized, our projects moving forward, and my sanity.
I just checked their website, Basecamp currently has a 12 month free trial period and the pricing is competitive.

We have many active projects of various sizes in a 10 person office.  It works. Cheers and good luck!  -Mike

------------------------------
Michael Swain AIA
Swain Architects
Long Beach CA

Original Message:
Sent: 09-11-2020 01:33 PM
From: Micah Smith
Subject: project management software for a small firm

I am looking for the best project management software for a small firm (principal plus drafter). Would that be Microsoft Project since I have MS Office 365? I would have to pay for the Project $10 or $30 per month subscription, depending if the Reports and desktop interface are worth paying 3x the basic subscription price.

------------------------------
Micah Smith AIA
Architect
MS Architecture
San Luis Obispo CA
------------------------------